Strategic Capital Partner: a capital adviser at your side, every month
In brief. Strategic Capital Partner is Big4PM's monthly support: a few days each month alongside the owner or the family, at the board or the family council, reviewing every capital decision before it is taken and keeping the cash forecast and control routines up to date.
What it includes
- Attendance at the board or family council.
- Review of each capital decision: acquisition, financing, dividend, reinvestment.
- Updating the 13-week cash forecast and dashboard set up by ControlIQ.
- Coordination of advisers (lawyer, notary, tax adviser, bankers).
Who it is for
- An owner who has just sold part of the business and must manage the liquidity.
- A shareholder family after a succession.
- A group making successive acquisitions.
Format
Pace, duration and fees agreed with each client in the engagement letter.
The team
Every mission is carried out by a dedicated team of senior specialists, overseen by our founder, Noria Bacha. All have spent most of their careers in the Big Four and in transaction services firms, working for the most demanding clients. Every deliverable is reviewed by a second senior before it reaches you.
Facing a decision like this?
We read every request personally and reply within 72 working hours when we believe we can be useful. The first review is free and without commitment.
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