Practice · Financial & Asset Structuring
When the financial matter is more complex than the capacity at hand.
We structure financial and asset figures, prepare B2B credit applications so they are ready for decision, and model initiatives before they are approved. On request also in an interim mandate.
In brief
Many initiatives do not fail on the idea but on the preparation: the figures are scattered, the multi-year plan does not connect, the credit application does not answer the bank’s questions. That is exactly where we start — with the perspective of people who have sat on both sides of the table.
What we cover
Our services
Structuring
- ·Structuring of financial and asset figures
- ·Asset structuring
- ·Professional support for complex financial matters
Modelling
- ·Profitability analyses
- ·Multi-year planning
- ·KPI calculation
- ·Risk assessment
Delivery
- ·Preparation and structuring of B2B credit applications
- ·Interim management
The proof
Typical situations
A credit application has to pass the committee
We prepare the application the way the deciding body needs it: consistent figures, plausible planning, answered follow-up questions. We know the review perspective from our work for banks.
An initiative needs a robust business case
A profitability analysis with disclosed assumptions, sensitivities and a multi-year plan that still stands after the first critical question.
The figures are scattered
We structure financial and asset figures into a consistent picture and define which figure will come from where in the future.
A role is vacant
A time-limited interim mandate with line responsibility and a clean handover to the successor — instead of a dependency on us.
All projects are anonymised. The full overview with result figures is available in the track record.
How we work
Three steps, no small print
Step 1 · free of charge
Intro call
30 to 45 minutes: you describe your starting position, and we tell you frankly whether we are the right partner and where we see the biggest lever.
Step 2 · compact
Analysis and target picture
We work within your existing structures rather than alongside them. The result is a robust target picture with prioritised measures and an effort estimate.
Step 3 · mandate
Implementation
Design and delivery in one team. We stay in the project until the result is delivered — on request also operationally and in an interim mandate.
Frequently asked
The key questions at a glance.
Is this investment advice?
No. Wallberg Advisory provides consulting and project services for companies. We do not give investment recommendations, do not broker financial instruments and do not manage assets.
Do you also work for companies outside the financial industry?
Yes. Profitability analyses, multi-year planning and the preparation of B2B credit applications are industry-agnostic. Our advantage is that we know the requirements of the financing side from practice.
The next step
A conversation instead of a brochure.
Describe the matter to us in a free intro call. We tell you what is still missing for a robust decision basis — and how much effort it takes.
Free of charge · no obligation
office@wallberg-advisory.de