01 – Application and Financial Decision Preparation
Project: Financial and Application Preparation for a Business Development Project
The client's name is not disclosed due to data protection reasons.
Initial Situation
The company was exploring grant and financing opportunities for a development project. Before management could make a decision, it became necessary to review the project's financial foundations, documentation, and the risks affecting its implementation.
Task
Professional review of feasibility and financial documentation, examination of the planned financing structure and resource utilization, and identification of financial, documentation, and implementation risks affecting the project.
Approach Used
In addition to a structured evaluation of the project's business and financial aspects, the application conditions, necessary documents, and potential alternative financing options were reviewed. The aim of the examination was to systematize the essential information and critical points required for management's decision.
Added Value
Management gained a clearer picture of the project's financial and strategic position, missing or needing-to-be-clarified documents, and risks affecting progress. The decision-preparation also laid the groundwork for examining financing opportunities.
Result
Critical documentation and financial points were identified before further commitments were made, allowing management to make more informed decisions about continuing or modifying the project and potential financing directions.
Expertise: Strategic Decision Support • Financial Analysis • Project Preparation • Grant Consulting • Risk Analysis
02 – SME Strategic Situation Assessment
Project: Structured Assessment of an SME's Strategic, Operational, and Business Situation
The client's name is not disclosed due to data protection reasons.
Initial Situation
The company's management requested external professional support for further developing operations, exploring growth opportunities, and defining future business directions. The decision-making situation involved several interrelated strategic, operational, and financial issues.
Task
Identification of the company's current operations, business situation, development goals, and financing needs. The examination covered key strategic issues, development opportunities, and risks influencing decisions.
Approach Used
Corporate diagnosis, management needs assessment, and structured comparison of strategic alternatives. I examined potential development directions based on business, financial, and feasibility criteria, with particular attention to their expected benefits, risks, and resource requirements.
Added Value
Management gained a more structured and transparent view of the company's current situation, development opportunities, and available strategic alternatives.
Result
Based on the situation assessment, relevant development priorities for the company and main directions for moving forward could be determined.
Expertise: Corporate Diagnosis • Strategic Planning • Business Development • Financing Alternatives • Decision Support
03 – Evaluation of Financing Alternatives
Project: Structured Evaluation of the Financial Background for an Investment Decision
The client's name is not disclosed due to data protection reasons.
Initial Situation
An SME in a growth phase was considering several financing options: bank loan, equity investment, and grant funding were all on the table. Management requested external professional support for preparing the decision, as the financial and strategic implications of the different solutions varied significantly.
Task
Comparative analysis of potential financing alternatives in terms of financial burden, conditions, flexibility, and strategic fit. The examination also covered the company's current financial status and the requirements for utilizing different sources.
Approach Used
Each alternative was examined according to the same set of criteria: availability, cost, repayment capacity, ownership impact, and time requirement. The sources were evaluated not in isolation, but in alignment with the company's strategic goals.
Added Value
Management saw all potential financing solutions in a single, transparent comparative framework, along with evaluation-assisting criteria and risk indicators.
Result
The time required for decision-making and uncertainty were significantly reduced. The company chose the most favorable combination of sources for its needs and entered the application process with a solid foundation.
Expertise: Financial Analysis • Financing Decision Preparation • Strategic Planning • Risk Analysis
04 – Project Go/No-Go Decision
Project: Strategic and Financial Evaluation of a New Business Line Launch
The client's name is not disclosed due to data protection reasons.
Initial Situation
An existing SME was considering launching a new business line, which would require significant capital and time resources. Management was unsure if the project was truly financially and strategically sound and requested an external perspective before making a decision.
Task
Examination of the financial, market, and operational feasibility of the planned business line. Identification of key criteria and risks necessary for a Go/No-Go decision, and formulation of a conditional recommendation.
Approach Used
The examination covered market conditions, necessary resources, financial forecasts, and the most important risk factors. The goal was not to create a definitive business plan, but to provide a structured summary of the information needed for the decision.
Added Value
Management gained a clear understanding of the conditions under which it would be worthwhile to proceed and which risk factors absolutely needed to be taken into account before the final decision.
Result
Management made an informed Go-decision and began implementation with preparation that addressed the identified risks.
Expertise: Strategic Decision Preparation • Financial Analysis • Risk Analysis • Business Development
05 – Nonprofit Organizational Audit
Project: Assessment of a Nonprofit Organization's Strategic and Operational Status
The client's name is not disclosed due to data protection reasons.
Initial Situation
The management of a nonprofit organization was preparing for a strategic and operational takeover and needed to make decisions about the organization's future direction. This required an objective assessment of the organization's current status, resources, and strategic opportunities.
Task
Comprehensive identification of the organization's operational, financial, and strategic situation. Identification of key strengths, vulnerabilities, and risks influencing management decisions.
Approach Used
Structured organizational diagnosis, covering operational processes, financial sustainability, management structure, and alignment with the organization's goals. The evaluation was conducted from an independent, external perspective.
Added Value
Management gained a transparent overview of the organization's current status, critical decision points, and areas that would require immediate attention.
Result
Strategic decisions were made on a more informed basis. The organization's management could enter the next period with a clear priority system and risk assessment.
Expertise: Organizational Audit • Nonprofit Strategy • Financial Sustainability • Strategic Decision Support • Management Consulting