Strategic advisory
Understand deeply.
Act decisively.
A clearer view of your business.
A practical path to greater value.
We work with owners and leadership teams to strengthen the enterprise through first-hand discovery, financial analysis, and a roadmap built for execution.
Discuss your businessThe work behind the decision
Strategic Business
Assessment
Understanding the enterprise.
Defining the priorities.
Business & market
02Operations & organization
03Financial performance
04Value creation priorities
Investor perspective.
At an inflection point
When important decisions
require a clearer picture.
Growth, financing, expansion, and succession place new demands on a business.
Our focus is founder-led businesses with established demand and a need to strengthen the organization behind their growth.
01 Growth is outpacing the organization.+
Can the business support its next stage? We examine management capacity, operating systems, and the resources required to deliver.
02 Revenue is growing. Cash is tight.+
Why is revenue increasing without a corresponding improvement in cash flow? We connect margins, customer payment terms, working capital, and delivery requirements.
03 A capital or ownership decision is ahead.+
What will an investor, lender, or strategic partner need to understand? We assess founder dependence, financial visibility, and readiness for expansion or a potential sale.
Start with the whole enterprise
Get inside the business.
A financial statement tells part of the story. We examine how people, processes, customers, technology, and capital work together.
First-hand discovery → Connected analysis → Clear priorities
01 Leadership & organization+
Management responsibilities, decision-making, key-person dependence, organizational depth, and readiness for greater scale.
02 Commercial performance+
Customer concentration, market positioning, sales pipeline, pricing, bidding, and the quality and predictability of revenue.
03 Operations & delivery+
Capacity, procurement, production or service delivery, project management, quality control, and the systems supporting execution.
04 Financial performance+
Revenue quality, margins, cash flow, working capital, debt, capital requirements, and the relationship between reported results and operating reality.
05 Product & technology+
Customer needs, product-market fit, competitive positioning, product development, and the technology supporting customer experience and operational scale.
Substantive work
Decision-ready deliverables.
Each engagement is scoped around the owner’s objectives. The assessment establishes the foundation for the work that follows.
Strategic Business
Assessment
A connected view of the enterprise
ILLUSTRATIVE STRUCTURE · NOT CLIENT MATERIAL
Establish the facts
Know where the
business stands.
An integrated view of the business model, market position, organization, operations, financial condition, and principal risks.
- Strengths to protect
- Constraints to address
- Assumptions to test
- Priorities to act on
Understand the
economics.
From historical performance to scenarios
| Focus | Historical | Forward view |
|---|---|---|
| Revenue | Quality & mix | Growth drivers |
| Margins | Cost structure | Sensitivity |
| Cash flow | Conversion | Capital needs |
ILLUSTRATIVE STRUCTURE · NO PERFORMANCE DATA
Test the economics
Connect growth
to resources.
Historical performance review, margin analysis, working capital assessment, cash flow planning, and financial forecasts with explicit assumptions.
- Historical diagnostics
- Cash flow and working capital
- Forecast assumptions and scenarios
- Resources required for growth
Enterprise Value
Creation Roadmap
Make each priority actionable
Issue · Action · Intended improvement
Owner · Resources · Dependencies
Milestones · Timing · Review cadence
ILLUSTRATIVE STRUCTURE · NOT CLIENT MATERIAL
Build the path forward
Priorities with
a path to execution.
A sequence of initiatives connecting commercial strategy, management capacity, operating requirements, and financial objectives.
- Accountable owners
- People, budget, and technology
- Dependencies and milestones
- Measures of progress
When capital is part of the mandate
Executive summary & investor presentation
A concise investment narrative covering the opportunity, financial profile, capital requirements, and material risks.
Diligence preparation
Organized supporting information, visible documentation gaps, and preparation for initial investor questions.
The work behind the thesis
From discovery
to decisions.
An assessment establishes the facts. A roadmap makes the priorities actionable. Execution support helps put the work into practice.
- 01
Discover
Get inside the business. Establish the facts.
- 02
Assess
Connect operational findings with financial analysis.
- 03
Develop
Define actions, owners, resources, and milestones.
- 04
Prepare
Organize the investment narrative when relevant.
Selected engagement / Hospitality furnishings
From the factory floor
to a clearer way forward.
A cross-border hospitality furnishings business needed a clearer view of its operations, financial performance, and growth requirements.
01 / Discovery
First-hand understanding.
Owner and management discussions, office and factory visits, and operational discovery.
02 / Analysis
Follow the economics.
Pricing and bidding, customer payment structures, production funding, financial visibility, and expansion requirements.
03 / Deliverable
Establish the priorities.
A strategic business assessment and enterprise value roadmap to support management decisions and further investor preparation.
Client identity and confidential financial information are withheld. This example describes the work performed and does not imply an investment outcome.
Enterprise value
Beyond the
income statement.
Earnings matter. So do the conditions supporting those earnings.
We examine current performance and the company’s ability to sustain it.
- 01 Capable management
- 02 Repeatable processes
- 03 Reliable financial reporting
- 04 Disciplined pricing
- 05 Quality and diversity of revenue
A focused mandate
What comes next
for your business?
Tell us where you are today
and what you want to accomplish.
We agree on the scope, deliverables, timing, and management participation required. Our involvement can continue through implementation, with execution responsibilities and ongoing support defined around the mandate.
Discuss your business mo@boterocapital.com