Advisory

Taking you to top levels is what we do

Charles Scerri & Associates advisory division is ever-growing by providing a professional and client focused service.  Ensuring that the client is facilitated with a smooth one stop-shop service, the firm can provide the following services by their team of qualified employees.

Charles Scerri & Associates offer a wide range of advisory services including:

  • Business Planning and Strategy
  • Cash Flow Forecasts and Budgets
  • Mergers and Acquisitions
  • EU Funding
  • Investment Aid

Such services are provided with the aim to support businesses to recognise their strengths and overcome their weaknesses.

Every company needs to set its business goals and targets with the aim of achieving them and reaching its profitable position. In order to do so, the company’s directors and the business promoters need to be guided in the right direction by drawing up a set of business projections and a financial plan, and this is where Charles Scerri & Associates can assist you in Malta.

The financial plan needs to clearly define what a successful outcome entails by establishing a commitment to achieve the targeted results and ensuring that milestones are reached. The projections outline the business growth trends together with the cash flows that shall be experienced in line with the business, the receivables and payables as well as the investment trends. Here the focus is mainly on cash flows and the main aim is to capture fluctuations as they occur over the period of the financial plan.

CSA will work with you on your projections to ensure that they capture the company’s income statement and balance sheet. These are broken down by months and analysed accordingly. Expenses are summarised by the department and major items are identified separately.

At CSA we ensure that the business plan prepared is realistic and mirrors the intended business operations of the client. We do not only discuss the financial aspect of the business, but also delve into the marketing, human resources and operational aspects of the client’s business. Thus, being able to provide a comprehensive advisory service.

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