Investments and New Business

Independent evaluation of investment decisions and new business lines before the money is spent — analysis of returns, risk and ROI, including a feasibility study where needed.

Why

Why you need an independent investment assessment

Assessing an investment decision and its returns before the money is committed protects the company from costly mistakes. Whether it is entering a new business or evaluating the risk of a new business line, an independent view is what separates enthusiasm from numbers that can be defended in front of a bank or a board.

Common problems

Common problems we solve

A decision made on judgment, not calculation

Return and risk are not quantified before the money is committed.

The investment pays off on paper but strains cash flow in the meantime.

A new business with no clear exit

There is no defined point at which to stop if the projections do not hold.

No comparison of alternatives

There is no analysis of what is gained and lost by committing to this particular option.

What you get

What you get from the investments and new business service

Return analysis

Return on investment, payback period, and sensitivity to key assumptions.

Risk assessment

Market, operational and financial risks of the investment.

Impact on liquidity and the balance sheet

How the investment changes cash flow and capital structure.

Comparison of options

The investment against the alternative use of capital.

Recommendation and terms for entry

A clear proposal — go ahead, do not, or go ahead on revised terms.

A post-decision monitoring plan

Indicators that signal whether the investment is on track.

How we work together

What working together looks like

Initial conversation

We understand the investment idea and the context behind the decision.

Analysis and modeling

Building the financial model and assessing risk.

Recommendation

A clear answer, with reasoning and terms.

Monitoring implementation

Comparing actual results to the projection, as needed.

Who it's for, and who it isn't

Who this service is for — and isn't

Who it's for

Owners facing a major investment decision — A new plant, a new line, an equipment acquisition, entry into a new segment.

Companies considering entry into a new business — Diversification beyond the existing core business.

Management that needs to justify the decision to a bank or board — An independent, documented analysis is required.

Who it isn't for

Investments below the company's materiality threshold — For small, routine purchases a formal analysis is not needed.

Decisions that have already been made irreversibly — The analysis is worth the most before committing, not after.

Common mistakes

Common mistakes we see

Projections with no stress test

The model only works in the optimistic scenario.

Ignoring the impact on liquidity

Focus only on the return, not on whether the company survives the period until it materializes.

No defined exit

Entering with no criteria for when to stop the investment.

A decision made under deadline pressure

Lack of time for analysis leads to a worse decision.

If you recognize two or more of these — it's time to talk.

FAQ

Frequently asked questions

How quickly can you assess an investment decision?

A basic assessment typically takes two to three weeks, depending on data availability.

Do you also do financial modeling?

Yes, building the model is an integral part of the analysis.

What if the investment requires bank financing?

We connect the analysis to our Capital service, including structuring the financing.

Do you also assess acquisitions?

Yes — for acquisitions we recommend our Mergers and Acquisitions (M&A) service, which includes due diligence.

Do you give a final recommendation, or just the analysis?

We give a clear recommendation with reasoning; the decision stays with the owner.

What does an investment decision assessment cost?

It depends on the scope of the analysis and data availability. The first conversation is free — we set the price once we understand the scope of the investment being assessed.