Financial Consulting

A Financial Advisory service is a highly specialized service that helps individuals and companies to effectively manage their financial resources and make informed strategic decisions.

The consulting service involves close monitoring by experienced professionals who support the company in its financial management.

This service covers a wide range of areas, within Dual Up’s specialization.

Financial advice is personalized to meet the specific needs of each client, so that the proposed solutions are fully adapted to each case, leading to an improvement in financial efficiency, more informed decision-making and positioning the company for long-term success.

Dual Up Consulting’s Operational Consulting is developed by a team of consultants specialized in the financial area. The objective of this service is to identify, qualify and quantify to what extent the improvements implemented throughout the organization can make the company more efficient, competitive and with more satisfactory operational results.

This service focuses on various areas and departments of the company to carry out a diagnosis of the Management tools used to improve efficiency, in terms of management, human resources, sales and marketing.

The work methodology involves defining strategic objectives, analyzing the company and benchmarking, defining exploration objectives and monitoring and control.

This service is an excellent tool to redefine your standards and improve your performance.

Company Valuation is a specialized service provided by Dual Up Consulting. With the guarantee of complete suitability and independence, we carry out the company valuation, using models appropriate to the type of evaluation and its objective, in accordance with the standards and tools recognized and accepted by the area.

This service is particularly useful in the context of expansion plans, as the assessment allows the value of the entire organization to be measured by analyzing the various metrics available, using the assessment method most appropriate to the specific context.

This service is a great way to understand your company’s potential value and make informed decisions about its future.

Resulting from a Financial and Management Consultancy process for a company, Financial and Economic Feasibility Studies are a forecasting instrument that allows a business to envisage different scenarios and anticipate difficulties that arise from them.

Feasibility Studies can be carried out independently, or be one of the areas that form part of a Business Plan , aiming to assess the profitability of a project, both at the time of its creation and as an estimate over subsequent years.

Choosing consultants that are specialized in this area will facilitate the development of this management tool.

In the feasibility study, consultants seek to answer questions such as:

• What is the company’s financial reality?
• What goals do you want to achieve?
• What means do you need?
• What is the future profitability?

Investment Analysis is a crucial service that helps clients make informed decisions about where and how to invest their money to maximize returns and minimize risk.

This service involves several steps:

• Analysis and diagnosis of the client’s financial situation: This is the first stage, where the client’s current financial situation is analyzed in detail.
• Financial translation of the client’s life goals: The client’s goals are translated into concrete financial objectives.
• Study and definition of the client’s risk tolerance: It is essential to understand the client’s willingness to take risks before making any investment recommendations.
• Defining the ideal asset structure: The ideal asset structure is defined based on the client’s objectives and risk tolerance,
• Defining the most appropriate strategy for the current market situation and the client’s profile: The investment strategy is personalized for each client, taking into account the current market situation and the client’s profile.
• Selection of specific financial instruments for the client’s portfolio: Finally, specific financial instruments are selected for the client’s portfolio, based on the defined investment strategy.

This service is provided by experienced professionals, who offer specific and personalized advice for each case.

Contact us and find out how we can help you!

The “due diligence” service, also known as prior diligence, is a procedure of in-depth study and investigation into a company.

This service is generally requested when there is a negotiation underway, such as a merger or acquisition, and its objective is to analyze possible risks that the company may entail for different interested parties, such as buyers, investors, suppliers, business partners and other stakeholders.

The Due Diligence service consists of:

An audit, where the company’s financial and operational records are verified, its growth and expansion potential is assessed, the risks associated with the company are assessed and its compliance with the applicable legal component.

Projections of possible future scenarios for the company are also developed, where it is possible to estimate its evolution through changes in cyclical and internal variables.

The objective of this service is to understand the company as a whole, analyzing all the factors that make it up and understanding how the business works in all its dimensions, including the less obvious ones.

This allows you to have a real idea of your risks, your opportunities, your positioning and market value.