Consulting and Advisory Services At Before Partners, we recognize that financial consulting needs vary dramatically across different business models and stages of growth. Our services are meticulously crafted to align with this diversity, ensuring that every business, from budding startups to established family businesses, receives the most relevant and impactful financial guidance.
Startups and Emerging Companies : For burgeoning businesses, our focus is on laying a robust financial foundation. This includes formulating effective fundraising strategies, streamlining financial processes, and navigating early-stage M&A activities. We understand the dynamic and often unpredictable nature of startups and are adept at agile, growth-oriented solutions.Family Businesses : The unique challenges of family-run enterprises, such as succession planning, capital structure optimization, and governance, require a nuanced approach. Our services for family businesses blend traditional values with modern financial practices, ensuring a legacy of stability and growth.Established Companies : For more mature businesses, our approach shifts towards advanced M&A advisory, comprehensive debt management strategies, and sophisticated fundraising techniques. We aid in navigating complex financial landscapes, fostering long-term growth and stability.Each stage of your business demands a unique financial strategy, and Before Partners is committed to providing just that. Our experience across a spectrum of industries and business sizes equips us to deliver not just solutions, but tailored pathways to financial success.
Equity-Based Compensation
Ideal for startups, we offer the option to partially compensate our services through equity. This aligns our success directly with yours, fostering a long-term partnership.
Nature A Deferred Payment Plan is about cash flow management and financial flexibility for the client. It involves splitting the payment for services into parts, with a portion deferred until later.
Application This is often used when clients need immediate services but may have constraints on their current cash flow, with the expectation that they'll be in a better position to pay once certain milestones are achieved.
Structure The initial fee is reduced, and the balance is payable upon reaching key milestones. The deferred part is not contingent on the progression of the project and not necessarily contingent on performance
Purpose The primary goal is to reduce the upfront financial burden for the client, making the services more accessible and manageable financially.
We provide the flexibility of a reduced initial fee, with the balance payable upon reaching key milestones. This structure supports your immediate financial needs while ensuring quality advisory services. Examples of milestones in Fundraising assignments:
Completion of Pitch Deck and Financial Models : Finalizing the investment materials necessary for fundraising.First Round of Investor Meetings : Completing initial meetings with potential investors.Securing Term Sheet(s) : Receiving and agreeing to preliminary investment terms from interested investors.Due Diligence Completion : Successfully passing the due diligence process conducted by potential investors.Post-funding Strategy Implementation: Implementing the business strategies or projects for which the funding was raised.Examples of milestones in M&A assignments:
Initial Valuation and Deal Structuring: Establishing a valuation for the business and proposing initial deal structure.Preparation of Information Memorandum: Completing and disseminating a detailed memorandum to potential buyers.First Round of Bids or Expressions of Interest: Receiving initial bids or expressions of interest from potential acquirers or merger partners.Completion of Management Presentations: Conducting detailed presentations to potential buyers.Due Diligence Completion: Successfully completing the due diligence process by the potential acquirer.Signing of the Purchase Agreement: Finalizing and signing the agreement between the selling and buying parties.Deal Closure and Transfer of Funds: Completing all legal formalities and transferring ownership or merging entities.A combination of a lower retainer and performance-based compensation ensures affordability without compromising on the quality of our services.
Nature Performance-based compensation is typically an additional fee that is contingent upon achieving certain predefined successes or milestones.
Application It's used in situations where Before Partners' input directly contributes to a specific outcome, like securing a higher valuation in an M&A deal or achieving a successful funding round above a certain amount.
Structure This could be a percentage of the transaction value or a pre-agreed flat fee that becomes payable only when the specific milestone is achieved.
Purpose The intent is to align the interests of the advisor and the client towards achieving high-performance outcomes, incentivizing the advisor to exceed standard expectations.
The main milestones are directly linked to the achievement of specific, impactful results in both fundraising and M&A fieldwork. These milestones are not just markers of progress, but indicators of significant successes that the advisory services contribute to
Achieving or Exceeding Target Fundraising Amount : This milestone is met when the fundraising effort successfully reaches or surpasses the pre-determined target amount of capital to be raised.Securing Key Investors : A performance milestone is tied to securing investments from specific, high-value, or strategically important investors.Closing the Funding Round Within a Specific Timeframe : Successfully closing the funding round in a shorter than expected duration.Post-Funding Valuation Increase : Achieving a higher company valuation post-funding, reflecting the success of the fundraising strategy in enhancing the company's market position.Examples of Milestones in M&A assignments:
Closing a Deal Above Target Valuation : Achieving a sale or merger at a valuation higher than initially targeted or estimated.Successful Negotiation of Favorable Terms : Achieving particularly favorable terms in the deal, such as better pricing, warranties, indemnities, or earn-outs.Timely Completion of the Transaction : Successfully completing the M&A transaction in a shorter timeframe than typically expected for similar deals.Post-Merger Integration Success: Achieving specific post-merger integration goals, such as realizing forecasted synergies, retaining key employees, or maintaining operational performance.Strategic Partnership or Relationship Building: Performance can also be measured by the successful establishment of strategic partnerships or relationships that are crucial for the client's long-term success, beyond just the immediate transaction.Our success fees are adjusted based on the transaction size, ensuring a fair and scalable approach that adapts to your business scale and success.
Small Scale Fundraising: < €2 million
Small M&A Deals: <€10 million
Medium Scale Fundraising: €2 million to €7 million
Medium M&A Deals: €10 million to €50 million
Large Scale Fundraising: > €7 million)
Large M&A Deals: >€50 million
At Before Partners (for information purpose):
This Tiered Success Fee structure is a balanced approach that adapts to the varying scales of transactions, ensuring you are charged a fair fee that correlates with the size and complexity of your specific deal.
For continuous, all-around advisory needs, our monthly subscription model offers ongoing support, making high-level expertise accessible.
Customized Package Deals
Benefit from bundled services at a special rate, which includes a comprehensive suite of services from initial consultation to deal closure.
Initial Consultation and Strategy Development : This includes initial meetings to understand the client's goals and develop a strategic approach. The package could start with a fixed fee for this phase.Market Analysis and Opportunity Identification : Conducting detailed market research and identifying potential M&A targets or investors. This could be priced based on the depth of research required.Preparation of Materials : Developing pitch decks, financial models, and other materials necessary for fundraising or M&A transactions. This might be offered at a set rate depending on the complexity of the materials.Negotiation and Deal Structuring : Assistance with negotiations, deal structuring, and due diligence. Pricing for this could be based on the size of the deal or as a percentage of the transaction value.Post-Deal Services : For M&A, this might include integration planning and support. For fundraising, it could involve advising on capital allocation and financial management post-funding. These services could be offered as a retainer or at an hourly rate.Volume Discounts : For clients engaging in multiple transactions or long-term advisory relationships, the package could offer discounted rates.Fixed Fees for Predictable Services
For services with predictable scopes, we offer fixed fees or hourly rates with caps, providing cost certainty.
M&A Consulting & Advisory assignments
Initial Deal Assessment: Evaluating the feasibility of a potential M&A deal, including preliminary valuation and strategic fit analysis.Market Analysis and Target Screening: Conducting market research and identifying potential acquisition targets or suitable investors based on predefined criteria.Preparation of Standard Documents: Drafting standard documents such as non-disclosure agreements, letters of intent, and basic information memorandums.Basic Financial Modeling: Building standard financial models to assess the financial implications of a deal.Fundraising Consulting & Advisory assignments
Investor Mapping and Analysis : Identifying and profiling potential investors, including venture capitalists, angel investors, and private equity firmsPitch Deck Creation : Crafting a standard investor pitch deck, outlining the business model, market opportunity, and financial projections.Financial Projections and Valuation : Developing basic financial projections and valuing the business for fundraising purposes.Fundraising Strategy Development : Creating a strategic plan for approaching investors, including timing, approach, and messaging.Preparation of Standard Fundraising Documents : Drafting standard documents required for fundraising, such as term sheets and investment proposals.Our innovative fee structures are designed to provide you with the flexibility and confidence you need to navigate your financial journey. We are committed to forming a partnership that respects your current financial position while driving towards future success.
Ready to Discuss Your Financial Strategy?
To explore how our tailored services can align with your business's financial goals, please fill out our inquiry form. We're here to provide the strategic guidance your business deserves.
Connect with Us For a more detailed discussion about your specific needs, book a consultation with our experts on Calendly. Let's collaborate to create a winning financial strategy for your business.
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