Financial Forensics

Talon Strategy helps clients to closely evaluate the financial state of their companies, and internalize effective means of budgeting and forecasting finances moving forward, thereby developing a strong foundation for competitive analysis and strategic planning.

We assess overall organizational health and stability by looking at finances (income statements, balance sheets and cash flow) to gauge profitability, efficiency and liquidity. By determining the financial route to optimized business, we can help determine if a company needs to reassess its pricing, products, services and/or strategy.

Our Financial Forensics process includes:

  • Budget & Pro-forma Construction

    We help develop monthly and/or annual budget goals and guidelines for existing businesses, or pro-forma projections for new business ventures. 

  • Prospective & Retrospective Project Profitability Analysis

    We look at each of a client’s projects to evaluate the investment risk and, likewise, analyze previous deals’ profitability.

  • Sensitivity & Scenario Analyses
    
We conduct two types of “What if…?” analyses to estimate the sensitivity of a business. Sensitivity Analysis explores the hypothetical modification of a single variable in a given market and its relative impact on all aspects of the business, while Scenario Analysis addresses modification of multiple variables at once.

  • Vendor Shopping/Negotiations

    We transparently communicate with clients’ service providers and vendors to negotiate existing and new contracts.
  • Business Valuations
    
In short, we help estimate the price tag for the business, as a whole.

  • Cash Flow Analysis & Cash Burn Analysis

    We determine how companies are spending and/or saving their cash; and which components of business are the most lucrative and warrant a greater investment. Cash Burn Analysis explores how quickly a company uses cash, assuming, for example, that cash reserves would need to sustain a business if money stopped coming in. 

  • Payroll & Incentive Engineering
    
We determine the best formula for a company to its incentivize its employees, assuming that employees are seeking the highest pay possible while employers are seeking the greatest efficiency possible.
  • Billing & Collection Process Analysis and Optimization or Cash Conversion Analysis

    We quantify the amount time between when a company offers a product or service and when it receives cash compensation for that service.

  • Dividend/Profit-Sharing & Exit Strategy Consultation

    We use formulas to calculate how much a company can afford to pay out in dividends without limiting future operations. We also, when applicable, help assess and develop safe, tax-conscious change of ownership Exit Strategies for the best interest of the company.