Financial Advisory Services

Having a defined action plan supported by financial tools is one of the strategies that large companies are using to continue growing, this important work is carried out by a consultant or a financial department, but having a financial consultancy is also possible for the small and medium-sized company, our philosophy is to facilitate access to financial services accompanied by a professional advisor, who helps you draw up a plan to meet the objectives of your projects, without incurring higher costs that would entail omitting the implicit risks of these.

¿What are the benefits of hiring a financial advisor?

Financial advice seeks to maximize the profitability of the company, it is obtained by constant control of operation through budgets and indicators, knowing cash needs in advance and, periodically obtaining the best financial structure, a financial model will help you diminish risks associated with the operation and know the impact of unforeseen events by simulating investment decisions, financing, pricing policy and, personnel hiring. An adequate valuation will give you support and negotiation power when looking for investors and go out in search of funds different from the traditional ones, these are some of the tools that a financial consultant will offer you, helping you with the adequate interpretation and facilitating the decisions to secure and continue with the growth of the company


Having a budget means setting objectives, strategies and, guidelines with which the company is expected to operate in a specific period, this important strategy involves the people in charge of each of the company's areas together with the financial consultant who will be in charge to consolidate them, the budget helps us to anticipate the facts, reducing risk and uncertainty, also during the development of the budgeted periods, it is a vital tool for the control of resources, by allowing us to take corrective measures by clearly comparing the differences between what was budgeted and the result obtained.

Not only monetary matters are controlled, but also the performance of activities planned for each area. Another important factor is the one that provides us with a guide that determines our cash needs, facilitating investment or financing activities with a view to sustained growth. Finally, it facilitates the evaluation and performance of each of the areas of the company
Financial Services in Bogota

Financial Models

Financial Advisor in Bogota Colombia

A financial model is a tool tailored to a company by a financial consultant, which gives us in a general way the possible behavior of a business by defining decision parameters and contemplating macroeconomic assumptions such as inflation, exchange rate devaluation, the behavior of the interest rate, etc. Also, the assumptions at the company level such as prices, discounts, increase in payroll, estimated collections, and those essential factors of the business. Since it is based on estimates of variables that can affect the company, the usual thing is to rely on different scenarios to make decisions, the usefulness of a financial model is seen when it presents us in an agile way the impact on the financial statements, the structure of capital, cash flow, and other general indicators, of the decisions in the assumptions, which are the input that feeds the model.

Business Valuation

Business valuation is a necessary step when deciding to sell, continue in a business, look for new investors, merge or buy other companies, this work implies the technical and financial knowledge to quantify how much value an organization creates, for which a financial consultant, requires a deep knowledge of the market in which the company operates, its competitors and the higher detail of the accounting information of the business. Based on the result, better knowledge of the business can be obtained, helping in the process of obtaining new resources, achieving a negotiation with a technically recognized methodology.