Services
Due Diligence
Financial due diligence is a critical stage in any merger or acquisition transaction. By performing an evaluation of a company, clients can identify and quantify exposures and opportunities to gain a better understanding of a business’ true financial performance. From offering clients a holistic preliminary understanding of a company’s EBITDA to helping navigate negotiations with interested parties, Confiance Advisory unlocks the highest value for our clients.
Before beginning our process, we make sure to understand your objectives for an acquisition or divestiture, in order to deliver the necessary level of financial insight that will provide for a successful transaction.
Our team of experienced transaction professionals can assist in the assessment of a company’s cash flows, working capital, historical performance, key business drivers, potential risks, unseen liabilities and costs and operational weaknesses. We also help provide sell-side support for clients selling a business, by assisting with communication between buyer and seller, structuring and managing the flow of information, and ensuring that information and responses stand up to a buyer’s scrutiny.
Tax Compliance & Consulting
Since most financial decisions that either you or your business make will have an impact on your taxes, having a thorough understanding of the ramifications and planning ahead are crucial. Confiance Advisory brings the right blend of knowledge and experience to help explore tax-saving opportunities and make the right decisions. Whether it's planning to expand your business, fulfilling all of your income tax compliance obligations, dealing with IRS or state notices, or determining eligibility for special tax credits, Confiance Advisory has got you covered. We work with businesses and entrepreneurs by gaining an understanding of your specific needs and offering you ways to minimize tax obligations and maximize benefits in full compliance with the tax code.
Accounting, Bookkeeping, & Back-Office Support
Accounting back-office functions can be very tedious and time-consuming. Whether it’s maintaining accurate monthly financial records, producing periodic financial reporting packages, conducting reconciliations, or handling payroll. Confiance Advisory offers high-level accuracy you can trust to help you feel confident in the completion of all your back-office needs and let you concentrate on your core business.
Whether you’re looking for a comprehensive solution or just need some extra help, our approach provides your business with the flexibility, scalability, and on-demand support.
Financial Planning & Analysis
Whether its for management to make sound strategic decisions or for a company to raise capital, your business needs to be equipped with a detailed and dynamic financial model. Confiance Advisory can help evaluate your FP&A needs, and develop customized financial models and forecasts to guide your company’s future operating decisions.
We can help your company to succeed by aligning your long-term strategic plans with your day-to-day operations. Our team of FP&A specialists can offer you a unique tailor-made financial model to help with budget planning, offer insight in profitability or cost analysis, and help make strategic decisions by utilizing cashflow projections.
Utilize our customized analysis for board meetings, capital raises, or ensuring your business is on track to be compliant with its periodic debt covenant requirements.
Strategic Advisory & Compliance
You understand the intricacies of your business, but having a strategic advisor to consult with on plans for business expansion or process improvement is critical for success. Confiance Advisory helps maximize value for its clients by working alongside your management team to identify key issues, designing, and implementing guardrails that allow for improved company performance. Helping you with feel confident about making executive decisions that will impact your business for a better tomorrow.