Case Study

Business Valuation for Employee Share Plan, Preparation of Business Plan and Detailed Financial model

Background

Private company entering growth phase approached The Rufus Partnership (TRP) to assist in raising finance for Plant and Equipment and assessing new customer contracts for profitability, cashflow and resource management. TRP was also engaged to prepare a business valuation for the purpose of offering an Employee Share Scheme.

Client Issues

  • Business Valuation
  • Strategic and Business Planning
  • Financial Modelling
  • Plant & Equipment Procurement Funding
  • Employee Share Plan

Strategy

TRP prepared an integrated financial model to analyse customer contracts for risk, resources, profitability and cashflow. A business plan and GAP analysis report were prepared together with a Strategic and Tactical Plan. A Business Valuation was prepared to set a benchmark for employee equity participation.

Outcomes

Finance secured for Plant and Equipment required to resource new contracts.
Integrated Financial model and business plan prepared for new contracts.
Employees considering share buy in.
Client now fully aware of all key business drivers and how to cost new contracts going forward

MAKE AN ENQUIRY

Call Us 1300 995 981