Business Advisory
Make the next major decision with the full picture in view.
Expansion, financing, acquisitions, and periods of operational pressure create decisions that cannot be resolved by a spreadsheet or funding application alone. Belmark brings the financial, operational, and capital considerations into one decision process, then helps management carry the chosen path forward.
When it fits
Some decisions cross too many functions to be solved in isolation.
The financial model may depend on the operating plan. The financing structure may affect the pace of growth. A transaction may only make sense if the integration can be executed successfully. Business Advisory is designed for situations where management needs to understand those relationships before choosing a path.
Growth and investment
An expansion, a new facility, a new product or market, or a significant capacity investment.
Financing and liquidity
A financing or refinancing, covenant pressure, or a response to liquidity or an operating disruption.
Transactions and ownership
An acquisition, divestiture, or ownership transition, and the diligence around it.
Performance and recovery
A recovery or performance-improvement plan, or a major recommendation for lenders, investors, or the board.
Where we help
Advisory organized around the decision, not a predetermined consulting package.
Capital and liquidity
Determine how much capital the business requires, how it should be structured and what lenders or investors will need to support it.
Growth and investment decisions
Test whether an expansion, new facility, product line, or major investment is financially and operationally sound before resources are committed.
Transactions and ownership decisions
Support the commercial, financial, and operating work surrounding an acquisition, divestiture or ownership change.
Performance and operating decisions
Turn financial and operating information into a practical view of performance, priorities, and corrective action.
The decision framework
A major decision has to work across more than one dimension.
Belmark develops the analysis around the decision management actually needs to make. The precise work varies, but the same questions guide the process.
The work
Analysis that leads to a decision, and support that carries beyond it.
Diagnose
Establish the financial and operational position, identify the real constraint and define the decision management needs to make.
Structure
Develop the model, compare the available paths, and build a practical recommendation that stakeholders can understand and test.
Execute
Coordinate the work required to move the selected option forward, update the decision model as facts change and keep the relevant parties aligned.
What you receive
The work product is matched to the decision.
The engagement is scoped around what management needs to determine, communicate or execute. Depending on the situation, the work may include:
Engagement structure
Some assignments resolve a defined decision. Others continue through the transition.
A focused engagement may produce the analysis and recommendation required for a specific financing, investment or transaction decision. Where the situation requires continued support, Belmark can remain involved as management moves through financing, negotiation, implementation or a period of operational change.
Focused decision engagement
A defined question, analysis, and recommendation.
Ongoing advisory support
Continued support through financing, implementation, or change.
The scope, work products, responsibilities, and commercial structure are defined in writing before the engagement begins.
One coordinated mandate
The financial plan, operating plan, and capital strategy should agree.
Funding Advisory
Grants, credits and incentives
Modernization Strategy
Process, automation, systems
Business Advisory
You are here
The operating plan, capital structure and available incentives, developed as one case.
Facing a financing, transaction or major operating decision?
Start with a focused discussion about the decision in front of you, the information already available and the questions that need to be resolved.
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