Finance
Corporate Finance
From the moment the idea of a merger, acquisition, spin-off, carve-out, or sale arises, or simply when there is a need to determine the entity's value to fulfill warranty objectives or assess management, Baker Tilly offers a comprehensive set of services that consider all aspects involved. We address everything from the current and future strategy to the tax elements that may impact a potential transaction if it were to occur. Our approach is grounded in confidentiality, which is essential in these matters, as well as adaptability to adjust scopes and approaches as the agreement unfolds. We also handle the process with tact when approaching partners and executives of the target company to ensure negotiations are not affected. We combine these experiences with the use of technology, international databases, and continuous training to help our clients navigate through the complexities of a potential transaction with quality and reliability.
Our team has strong professional foundations both locally and internationally, as we rely on specialists in this field who lead the practice in centers of excellence located in various parts of the world. Our firms around the world have been involved in a significant number of projects where we have provided advisory, monitoring, and control services, participating in various stages of the process. We understand that the current environment is competitive, which is why we provide quick and efficient responses to the opportunities that arise. To learn more about our international corporate finance practice, click on the following link:
Finance
Corporate Finance
From the moment the idea of a merger, acquisition, spin-off, carve-out, or sale arises, or simply when there is a need to determine the entity's value to fulfill warranty objectives or assess management, Baker Tilly offers a comprehensive set of services that consider all aspects involved. We address everything from the current and future strategy to the tax elements that may impact a potential transaction if it were to occur. Our approach is grounded in confidentiality, which is essential in these matters, as well as adaptability to adjust scopes and approaches as the agreement unfolds. We also handle the process with tact when approaching partners and executives of the target company to ensure negotiations are not affected. We combine these experiences with the use of technology, international databases, and continuous training to help our clients navigate through the complexities of a potential transaction with quality and reliability.
Our team has strong professional foundations both locally and internationally, as we rely on specialists in this field who lead the practice in centers of excellence located in various parts of the world. Our firms around the world have been involved in a significant number of projects where we have provided advisory, monitoring, and control services, participating in various stages of the process. We understand that the current environment is competitive, which is why we provide quick and efficient responses to the opportunities that arise. To learn more about our international corporate finance practice, click on the following link:
Valuation
We provide support to entrepreneurs in determining the value of their companies, taking into account the current scenario, their expectations, market conditions, and the life projects of partners and shareholders. Our Valuation Studies employ internationally recognized methodologies and support strategic processes related to total or partial company sales, mergers, acquisitions, restructurings, capitalizations, insolvency matters, dations in payment, or management evaluation.
Some of our valuation services include:
- Valuation of Companies and Assets
- Business Preparation for Sale
- Asset Reordering of Operations
- Valuation of Brands and Intangibles
- Asset Valuation for Financial Reporting under IFRS
- Commercial Appraisals of Properties.
Due Diligence
Due Diligence is a multidisciplinary investigation that supports business acquisition, mergers, and corporate reorganizations, with a focus on identifying risks and contingencies in general. In high-risk environments, the following aspects are of utmost importance and add value to the reviews conducted in such cases:
- Impact of doubtful applicable standards
- Labor relations
- Unresolved tax issues
- Potential tax costs due to inadequate legal structuring of the business
- Commercial claims
- Regulatory interventions
- Technology
- Real estate matters
The partners of the firm will personally be present in various stages, starting from the initial meetings to gather information and determine the priorities of the interested partners in a transaction, and at the beginning of the fieldwork in the target company.
It is crucial that key findings are promptly and proactively communicated to minimize costs in case of deal suspension due to a significant finding.
Moreover, we will be present in the formal report and support the client during the negotiation process that the Due Diligence findings may require regarding the price or the terms of the agreement.
Support Services for Transactions
Locally and internationally, we can offer the following:
- Accounting support in business merger processes.
- Preparation and creation of a Teaser document.
- Investor search assistance.
- Legal advisory for accompanying the process and creating the contract model.
- Tax advice on capital gains generated from the operation and tax optimization during and after the transaction.
Complementary Financial Services
- Strategic Financial Advisory
- Financial Analysis
- Cash Flow Modeling
- Impairment Analysis of Asset Values
- Planning and implementation of tax structuring for the transaction
- Development of national and foreign corporate structures for investment purposes
- Budget control and budgeting
- Cost reduction programs
- Break-even analysis
- Project Evaluation and Structuring
- Financial Training and Education
- Expert Witness and Litigation Support
Finanzas Corporativas │Servicios Financiero para Empresas
En el mundo empresarial actual, la gestión financiera juega un papel crucial en el éxito y el crecimiento sostenible de las empresas. Las Finanzas Corporativas abarcan una amplia gama de actividades financieras y estratégicas que contribuyen a optimizar los recursos económicos de una organización y tomar decisiones informadas. Para lograr estos objetivos, los Servicios Financieros para Empresas ofrecen asesoramiento experto y soluciones personalizadas, potenciando la eficiencia y el rendimiento financiero.
¿Qué son las Finanzas Corporativas?
Las Finanzas Corporativas son el área de la gestión financiera que se enfoca en la toma de decisiones estratégicas relacionadas con el capital, los recursos y las inversiones de una empresa. Esta disciplina abarca actividades como la planificación financiera, la evaluación de proyectos de inversión, la estructuración de la deuda, la administración de riesgos financieros y la gestión de fusiones y adquisiciones, entre otros aspectos clave.
Importancia de las Finanzas Corporativas para las Empresas
Las Finanzas Corporativas desempeñan un rol fundamental en el entorno empresarial por diversas razones:
- Toma de Decisiones Informadas: La gestión financiera informada permite tomar decisiones estratégicas y tácticas con base en datos y análisis sólidos.
- Optimización de Recursos: Mediante la planificación financiera y la administración eficiente de recursos, las empresas pueden maximizar su rendimiento y rentabilidad.
- Gestión de Riesgos: Las Finanzas Corporativas ayudan a identificar y gestionar los riesgos financieros, protegiendo los intereses de la empresa.
- Crecimiento y Expansión: El asesoramiento financiero adecuado es esencial para impulsar el crecimiento y facilitar la expansión de la empresa hacia nuevos mercados o segmentos.
Servicios Financieros para Empresas: Soluciones a Medida
Los Servicios Financieros para Empresas están diseñados para brindar soluciones personalizadas a las necesidades específicas de cada organización. Algunos de los servicios más destacados incluyen:
- Asesoramiento en Fusiones y Adquisiciones: Ayuda en la evaluación, estructuración y ejecución de transacciones de fusiones y adquisiciones.
- Valoración de Empresas: Evaluación objetiva del valor de una empresa, tanto para fines de adquisiciones como de ventas.
- Estrategia de Financiamiento: Asesoramiento en la búsqueda y estructuración de fuentes de financiamiento adecuadas para proyectos e inversiones.
- Planificación Financiera: Elaboración de planes financieros a largo plazo para guiar el crecimiento y la estabilidad financiera de la empresa.
La Importancia de la Asesoría Financiera Especializada
Contar con asesoría financiera especializada es esencial para aprovechar al máximo las oportunidades y superar los desafíos financieros. Los profesionales en Finanzas Corporativas ofrecen una perspectiva objetiva, un análisis detallado y estrategias personalizadas que ayudan a las empresas a alcanzar sus objetivos financieros con éxito.
Conclusiones
En resumen, las Finanzas Corporativas son esenciales para potenciar el crecimiento y el rendimiento financiero de las empresas. Los Servicios Financieros para Empresas brindan soluciones a medida que contribuyen a una gestión financiera eficiente, la toma de decisiones informadas y el aprovechamiento de oportunidades estratégicas. Contar con asesoría financiera especializada es clave para asegurar el éxito sostenible en el entorno empresarial actual, ayudando a las organizaciones a alcanzar sus metas financieras y mantenerse en la vanguardia de sus industrias.