Business Checkup

Business Health

The state of shareholders and executives in terms of Growth, Continuity or Legacy planning.

• Current and future vision of the company and its organization.

• Analysis of risks and opportunities within the leadership team.

• Analysis and definition of continuity, succession, and legacy plans.

• Leadership team planning for development and continuity within the organization.

AI Tools

Evaluation of current tools that can be used for the company's benefit.

• Identify the perception of AI in general, organization and leadership (knowledge, fears, capabilities, gaps).

• Organic Identification: Evaluate commercial situation and how AI could benefit.

• Identificar los casos de uso que se han desarrollado para el sector y para procesos comerciales similares.

• Preparación para nuevas tecnologías y la IA; Disponibilidad de Datos, Cultura, Habilidades, Infraestructura y presupuesto.

ESG

Review of environmental, social, and governance (ESG) factors in business decision-making.

• Environment (E): Evaluation of natural resource management, carbon footprint, and sustainable practices.

• Social (S): Review of labor policies, diversity and inclusion, community relations, and staff safety.

• Governance (G): Analysis of leadership structure, transparency, business ethics, and quality of corporate governance.

Initial Valuation

Estimation of value in ranges based on market multiples of similar companies.

• Indicative value of the company in its industry based on multiples of both sales and profits.

• Recommendation of next steps for the company: Growth, Capitalization, Merger, or Divestment as appropriate.