Skip links

Financial Consulting

Providing support for fundamental projects

In a constantly changing environment, finding the path to solid and sustainable growth is a complex and delicate exercise. To do so, you must be able to identify the information or opportunities that will enable you to make the right decisions to create a decisive competitive advantage.

Our teams of M&A financial advisors, due diligence specialists, consultants and consolidators will assist you to maximise the expected value creation from the production and analysis of your financial information, changes in your financial organisation, and equity or financing transactions carried out.

Consolidation

Reducing publication time frames, implementing IFRS, and installing new consolidation software packages are among the changes that many consolidation departments have had to deal with, in addition to the traditional account closing proces

In this context, key factors for successful account closing have been developed. In-depth knowledge of the various accounting standards in order to make appropriate restatements, flawless planning of this complex process, mobilising the right level of resources for a limited period of time, and anticipating significant and non-recurring issues of the relevant account closing process are all key points.

Experts who understand your concerns

Completing the consolidation required for account closing within the deadlines requires mobilising resources. This may be a frequent problem for your group if it is growing because it faces increasingly complex consolidation processes. This may also be the case if your group is more mature and does not wish to build up its in-house resources solely to meet the peak of activity peak associated with account closing.

It may therefore be preferable to rely on external resources to manage your consolidation process in a more optimal manner, particularly during the final phase.

Our offer

We provide services to groups with complex consolidation issues: consolidation scope of over 100 companies, in France and abroad, applying different consolidation methods and with significant numbers of additions and deletions to the consolidation scope.

Our team is responsive and supervised by consolidation experts. Our in-depth knowledge of the main software packages on the market, together with our specific tools, ensure optimal management of certain issues.

  • Additional resources:
    Assignment of persons with different levels of expertise to deal with the workload associated with account closing.
  • One-off support:
    One-off support on general issues or specific account closing points.
  • Optimisation:
    Optimisation of the consolidation process and identification of risks.
  • Other assistance:
    Assistance in drafting instructions and defining a timetable.

Management control

Controllers have recently had to implement IFRS and have seen management cycles speed up significantly. Moreover, they need to work more closely with the consolidation and accounting departments. The first is necessary for a proper understanding of the impacts at group level, and the second ensures the consistency of the figures in detail.

These changes have led to the release of specific software packages.

In this fast-changing environment, our group assists management control departments on cross-functional projects or with targeted one-off operations.

Experts who understand your concerns

We are at your disposal if you require additional resources and expertise for specific critical operations, to carry out cross-functional projects, or to deal with peaks in activity or a temporary mismatch between your teams’ workload and your resources, whether in France or abroad.

Our offer

Our department will work with you on all issues that management control departments may encounter.

  • Analytical accounting and cost price expertise.
  • Performance of the management control function, in whole or in part, during temporary assignments.
  • Assistance with projects to overhaul management procedures: management guidebook, preparation and training on a controller toolbox on all continents.
  • Assistance with implementing management software packages: setting up the management module in Magnitude, description of the “finance” principles for setting up an ERP system.
  • Support during the acquisition and disposal phases.
  • Integration support during the post-acquisition management cycle.

Corporate

finance

With over 20 years of experience in consulting on acquisitions and disposals/transfers, our teams can assist you as shareholders and officers of mid-market companies or SMEs in connection with industrial mergers, LBOs and soliciting new investors.

We also specialise in management package consulting and fundraising.

Our team is committed to working with you in carrying out your disposal processes by providing customised support, during all phases of the transaction, thus ensuring in-depth understanding of the issues you face and a response tailored to your problems.
Thanks to the Eurus and BKR International networks, we are able to identify opportunities throughout France and assist you with your cross-border projects, particularly in the United Kingdom, Benelux, Canada and the United States.

Business disposals

  • Reflection on the disposal strategy.
  • Identification of potential buyers.
  • Business valuation.
  • Management of the disposal process.
  • Conducting negotiations.

Financing

  • Optimisation of the financing structure.
  • Structuring the various debt instruments.
  • Approaching and negotiating with lenders.
  • Coordinating the financing set up.

External growth

  • Identification of targets.
  • Developing the approach strategy.
  • Managing the acquisition process.
  • Conducting negotiations.
  • Structuring the transaction.

Management consulting & management package

  • Reflection on the possible structuring of the transaction.
  • Identifying financial partners that meet your objectives.
  • Preparing management package negotiations with financial partners.
  • Conducting negotiations with financial partners and/or vendors.

Transaction services

We are specifically positioned in the field of transaction support, a derivative of our original business: providing financial advice to the finance departments of companies, from SMEs to major groups.

Our original clients requested us to perform due diligence and business plan services as an extension of our advisory assignments. They were certain that, thanks to our knowledge of the financial sector and, in particular, management control, we would afford greater security to their transaction.
This has led us to assist numerous clients with their external growth projects over horizons of five to ten years, and to participate in increasingly complex matters.

Due diligences

  • Financial due diligence.
  • Employment and tax due diligence.
  • Assistance in drafting the SPA.
  • Measuring earn-outs and net debt.

Business plans

  • Review and updating of existing business plans.
  • Business plan audits.
  • Complete financial modelling in various cases: start-up, launch and calls for tenders, grant applications, long-term plans, valuation.

Post-acquisition support

  • Defining the reports to be provided to meet shareholders’ needs in line with the target’s capacity.
  • Applying group processes in the event of integration.

Investment files, pitches, info memo

  • Assistance in preparing commitment and investment files: financial modelling, description of the business model, risks and commitments.
  • Assistance in producing pitches and info memos: financial modelling, presentation of the transaction, business model, go-to-market strategy, target market, etc.

Restructuring

We are an active player in the restructuring of companies experiencing destabilising operational and financial difficulties: reduced demand, departure of an officer, fall in prices, loss of competitiveness, loss of financing, etc.

If your profitability is too low and jeopardises the future of your company, we can assist you by providing a rapid analysis and, working with you, implementing the necessary changes to get you back on track with a suitable restructuring strategy.

Our restructuring expertise

  • The success of our approach lies in the unique expertise of our chartered accountant partner who is in direct contact with judicial conciliators to support you in all stages of your restructuring.
  • We will work together to optimise the value of your company in order to restore its operational and financial efficiency.

Our activities

We will support you at every stage of your company’s restructuring.

  • Strategic, operational and financial diagnostics.
  • Implementation of restructuring measures.
  • Business plan and cash flow plans.
  • Refinancing and financial arrangements.
  • Measures to exit the crisis.
  • Administration and judicial liquidation.

Contact our expert partners

Sophie Breton

+33 (0)1 49 29 55 38

Paris Gare de Lyon

langues

Sophie Breton joined Exponens in 1994 after two years with KPMG. After taking charge of chartered accountancy assignments in a variety of fields, she set up the real estate department in 2005, providing accounting and tax assistance (bookkeeping, auditing, reporting, tax compliance, due diligence, etc.) for French and foreign real estate companies and investment funds.

In 2008, she initiated the development within the Exponens group of specific expertise in OPCI accounting, which today enables her to offer a range of services specifically dedicated to this type of real estate vehicle. Sophie Breton regularly runs professional training courses on this subject, and participates in the work of the accounting committee of the Association Française des Sociétés de Placement Immobilier (ASPIM).

Within Exponens, Sophie is a member of the Quality & Ethics Committee.

Here is the high-end advice.

A need, a question, an advice? Do not hesitate to contact us.
Our experts will be happy to answer you.