Financial Advisory:

By leveraging the expertise of Amanim Advisors, your business can make informed financial decisions, secure funding for growth, navigate complex transactions, and achieve their strategic objectives.

  • Goal Setting: This involves identifying your short-term and long-term financial goals, such as saving for retirement, buying a house, or funding your children's education.

  • Budgeting and Cash Flow Management: Amanimn advisor can help you create a budget, track your spending, and manage your cash flow to ensure you're managing your business within your means and do you need injection of further necessary funds to meet business requirements.

  • Risk Management: This involves identifying potential financial risks like job loss, illness, or market downturns, and developing strategies to mitigate them. This might include insurance planning.

  • Tax Planning: Amanim advisor can help you develop strategies to minimize your tax liability. This might involve tax-efficient investment options.

Capital Raising:

This involves helping companies secure funding for various purposes like growth initiatives, acquisitions, or restructuring debt. Amanim can assist with:

  • Identifying funding sources: Exploring options like bank loans, venture capital, private equity, or issuing bonds in the capital markets.

  • Developing a financing plan: Creating a compelling financial presentation and business plan to attract investors or lenders.

  • Negotiating terms: Advising on the negotiation of loan agreements, interest rates, and other financing terms.

Mergers & Acquisitions (M&A):

Amanim Advisors play a crucial role in navigating the complexities of mergers and acquisitions. Our expert can help with:

  • Valuation: Determining the fair market value of a target company or the company itself for acquisition purposes.

  • Due diligence: Conducting thorough research and investigation of a target company's financial health, legal standing, and potential risks.

  • Negotiation and deal structuring: Advising on negotiation strategies, deal structuring, and legal agreements.

woman holding green leafed seedling
woman holding green leafed seedling
unknown person using laptop
unknown person using laptop
woman sitting on cliff raising both hands
woman sitting on cliff raising both hands
Debt & Capital Structure:

Focuses on optimizing a company's debt and equity financing mix. Amanim advisors can help with:

  • Capital budgeting: Evaluating potential investment projects and their impact on the company's financial health.

  • Debt management: Developing strategies for managing existing debt, refinancing loans, or issuing new debt.

  • Capital structure optimization: Determining the ideal balance between debt and equity financing to minimize risk and maximize shareholder value.

Financial Restructuring:

When a company faces financial difficulties, advisors can assist with restructuring its debt or operations to regain financial stability. This might involve:

  • Debt negotiation: Negotiating with lenders to restructure existing debt, potentially extending repayment terms or reducing interest rates.

  • Operational turnaround: Identifying areas for cost reduction, improving efficiency, and streamlining operations to improve cash flow.

  • Bankruptcy filing: In extreme cases, advisors can provide guidance on navigating the bankruptcy process.

Valuation of Business:

Providing independent valuations for various purposes like mergers and acquisitions, tax planning, or estate planning.

man wearing gray polo shirt beside dry-erase board
man wearing gray polo shirt beside dry-erase board
a couple of women sitting on a couch
a couple of women sitting on a couch
person holding ballpoint pen writing on notebook
person holding ballpoint pen writing on notebook
Financial feasibility studies:
Assessing the financial viability of new business ventures or expansion plans.