Financial Advisory Services Overview
TWI's professionals have provided financial advisory services to leading private equity groups and corporate acquirers with a focus on smaller transactions. TWI's substantial small deal experience is a key advantage to the acquirer when attention to the quality of information is paramount. Big Four TAS groups and mid size Audit firms are used to audited data and often glaze over information issues; or do not roll up their sleeves and dig in deep because they are afraid to rack up hours at exorbitant fees. TWI provides substantial value on smaller deals that the competition cannot match.
Quality of Earnings Reports
TWI produces quality of earnings studies with a focus on the issues that impact purchase price: Reported EBITDA vs. Adjusted EBITDA; Business Risk; Non-Recurring Items; Net Working Capital; Debt like Items; and Off Balance Sheet Risk.
Financial Modeling and Cash Flow Analysis
TWI professionals have expertise developing proprietary cash flow models, as well as the ability to validate cash flow projections, and analysis provided by the seller. As a non-CPA firm service provider TWI is not subject to regulations that paralyze accountants with fear. TWI will have the job done by the time your accountant finishes running up time with the general counsel.
Financial Modeling and Cash Flow Analysis
TWI professionals have expertise developing proprietary cash flow models, as well as the ability to validate cash flow projections, and analysis provided by the seller. As a non-CPA firm service provider TWI is not subject to regulations that paralyze accountants with fear. TWI will have the job done by the time your accountant finishes running up time with the general counsel.
Post Merger Integration and Interim Financial Management
TWI assists buyers with post acquisition issues including financial reporting consolidation, net working capital true ups, earn out analysis, and other accounting related integration tasks. TWI can provide project management services as well perform interim financial management roles. Financial Reporting Valuation TWI prepares reports to support valuation related audit requirements including analyses and assists management in the audit process.
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Project Finance and Vendor Due Diligence
TWI has experience assisting corporations in creating economic models and establishing baseline carved out financial data to support outsourcing agreements, business dispositions, and strategic budgeting decisions.
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Financial Planning Services
The financial planning process begins with a discussion of your planning objectives and then a gathering of data sufficient to develop personalized, integrated financial projections. A consultative review of these projections will then address the most important planning concerns. This review is the most effective means of identifying and prioritizing a host of financial planning issues. Further, within the context of a review of these integrated financial projections, an appropriate investment policy can be suggested and explained. The review is concluded with a written summary of conclusions and recommendations including that of the investment policy suggested. The client pays for planning services to that point and is then free to consider the investment policy and whether it would be appropriate for the firm to assist in deployment and monitoring of this policy. The client would have no obligation at that time to return to TWI to render such investment advisory services. However, the client would be in an excellent position to evaluate other proposed investment policies including deployment of a policy on their own.
Investment Advisory Services
TWI Financial Advisory assists each client in developing and implementing an investment policy best suited to his or her financial situation and goals. This policy is generally developed within the context of financial planning for the client and a review of personalized integrated financial projections. The policy developed generally involves acquisitions of securities on a long-term basis utilizing modern portfolio theory. Rather than timing transactions according to market swings, it aims to allocate funds so as to minimize the effect of these swings on the client’s portfolio. Investments are diversified across security types and sectors. Most portfolios include investments in both domestic and international equities, a variety of mutual funds, and fixed income instruments.
TWI oversees and monitors the purchase and sale of securities and the selection of money managers and mutual funds. In all cases, the investment assets are held by an unaffiliated custodian. Quarterly assessments of monitored investments accounts are prepared to inform clients of the performance of their investment portfolios in comparison to market benchmarks, as well as any plans for the upcoming period. Clients generally pay an investment advisory fee based upon the value of the assets subject to the investment policy.
TWI oversees and monitors the purchase and sale of securities and the selection of money managers and mutual funds. In all cases, the investment assets are held by an unaffiliated custodian. Quarterly assessments of monitored investments accounts are prepared to inform clients of the performance of their investment portfolios in comparison to market benchmarks, as well as any plans for the upcoming period. Clients generally pay an investment advisory fee based upon the value of the assets subject to the investment policy.
Wealth Management Services
To us, Wealth Management Services imply a comprehensive planning approach, uniquely designed for each client. We consider all areas of a client situation when making plans and decisions. Consideration must be made for the impact a particular decision will have on all financial areas. These areas need to be coordinated to make sure that all are working together allowing clients to achieve their unique goals and objectives.
Risk Management
Risk Management deals with issues of risk that a client faces. Part of risk management is deciding which risk a client is willing to accept and which risk they would like to transfer. This often involves the use of insurance. We provide an environment to help clients evaluate these risks without the pressure often felt in a “selling” situation. This often includes topics of long term care insurance, life insurance, liability insurance, disability insurance, etc. We do not sell any insurance products but are willing to assist clients in their interactions with insurance professionals for existing coverage or the purchase of new insurance.
Corporate Restructuring
TWI’s professional’s track record of providing creative solutions in complex and critical mandates for more than 25 years has made the firm a regional leader in Financial Advisory and Restructuring services. The hallmarks of our practice are: an independent, conflict-free structure; a team that is one of the most highly experienced and expert in our industry; an ability to tap the intellectual capital of the entire TWI firm; and our regional relationships and reach. We bring all of these strengths – and more – to every engagement, enabling TWI to achieve compelling results for our clients.
Our Restructuring and Reorganization group is one of the top regional advisors in restructurings and bankruptcies. Since the firm’s inception, we have advised on remarkable M&A deals.
Corporate Restructuring
TWI’s professional’s track record of providing creative solutions in complex and critical mandates for more than 25 years has made the firm a regional leader in Financial Advisory and Restructuring services. The hallmarks of our practice are: an independent, conflict-free structure; a team that is one of the most highly experienced and expert in our industry; an ability to tap the intellectual capital of the entire TWI firm; and our regional relationships and reach. We bring all of these strengths – and more – to every engagement, enabling TWI to achieve compelling results for our clients.
Our Restructuring and Reorganization group is one of the top regional advisors in restructurings and bankruptcies. Since the firm’s inception, we have advised on remarkable M&A deals.
IT Consulting
Organizations need to mitigate IT risk; when they invest in IT, they want safe and cost transparent solutions which are specific to their individual needs and compliant with regulatory constraints.
Potential issues and vulnerabilities – no matter what kind – must be identified at an early stage and controlled using rigorous risk management processes. TWI has developed its IT consulting portfolio to help companies to address these needs.
Our Professionals are experienced consultants trained to lead specified organizational objectives in each stage of Project planning and implementation. Our focus is unique to each organization and consultative services are tailored to meet the specific needs of each of our clients. We commit ourselves, with flexibility and diligence, in personalized services to meet your needs, where success is the only option!
TWI’s professionals are specialized in Program & Project Management, Staff Augmentation, Revenue Cycle Management Consulting, Strategic Planning, software development, wireless, CRM, compliance, ERP, human resources, SFA and SCM.
Potential issues and vulnerabilities – no matter what kind – must be identified at an early stage and controlled using rigorous risk management processes. TWI has developed its IT consulting portfolio to help companies to address these needs.
Our Professionals are experienced consultants trained to lead specified organizational objectives in each stage of Project planning and implementation. Our focus is unique to each organization and consultative services are tailored to meet the specific needs of each of our clients. We commit ourselves, with flexibility and diligence, in personalized services to meet your needs, where success is the only option!
TWI’s professionals are specialized in Program & Project Management, Staff Augmentation, Revenue Cycle Management Consulting, Strategic Planning, software development, wireless, CRM, compliance, ERP, human resources, SFA and SCM.
HR Advisory
At TWI we understand that developing a workforce to meet new challenges whilst juggling everyday operational issues can be difficult. TWI’s HR Advisory is a new way of working that works in partnership with your existing HR team. We will deal with your time-consuming day-to-day employee relations matters, whilst your HR team concentrates on strategic issues and developing your staff.
Our HR advisors have direct access to a team of over 10 specialists. A sophisticated call and response system and an out of hour’s service help you to nip problems in the bud by providing you with fast accurate advice as the problem arises. We work to a service level agreement, guaranteeing response times and adherence to the best customer service principles.
•By working closely with your managers on employment relations issues and sharing best practice gained from our experience, we help to develop their management capability.
•You will receive a monthly management report analyzing key trends and helping you to identify issues and/or training needs across your organization.
•Your organization will develop a knowledge bank of policies and procedures, FAQs and template letters for its internal staff.
•You will receive a commitment from us to reduce your overall time spent on Employment and or Tribunal claims.
Our HR advisors have direct access to a team of over 10 specialists. A sophisticated call and response system and an out of hour’s service help you to nip problems in the bud by providing you with fast accurate advice as the problem arises. We work to a service level agreement, guaranteeing response times and adherence to the best customer service principles.
•By working closely with your managers on employment relations issues and sharing best practice gained from our experience, we help to develop their management capability.
•You will receive a monthly management report analyzing key trends and helping you to identify issues and/or training needs across your organization.
•Your organization will develop a knowledge bank of policies and procedures, FAQs and template letters for its internal staff.
•You will receive a commitment from us to reduce your overall time spent on Employment and or Tribunal claims.