Financial and valuation analysis for an energy consulting company
Summary
ST strategy helped the company understand its financial position and its value.
An energy advisory and consulting company must support any business facing a challenge in its facilities. In the case of EnergyConsulting*, the focus is on standing alongside clients with personalised analysis solutions and real, effective monitoring.
ST strategy helped analyse the company’s financial situation, carry out a valuation and clarify how to approach the entry of a new investment and management partner into the project, as the exit of one of the co-founders was being considered.
Energy consulting
Valuation
New partner entry
The full story
Opportunity
Many companies in this sector offer a multitude of solutions to diversify their business, but few provide the personalised service clients require. Once EnergyConsulting identified this need, it became one of the few companies in the country focused on providing a personalised solution, with real and continuous data from the client’s installation.
Once the model and its prospects had been analysed, work was done on the most appropriate financial model, the valuation of the company and the preparation of the co-founder’s exit.
Recommendations
ST strategy made several recommendations within the framework of the analysis. Some turned out to be quick wins that generated a rapid impact. The following stand out:
- Profitability analysis of each of the company’s products.
- Financing model for project development, taking timelines into account.
- Financial plan with the defined variables.
- Approximation of the company’s value.
- Alternatives for the co-founder’s exit and potential entry routes for the new partner.
* The confidentiality of our clients is a priority of the company. Although we have changed their names, the information is real.