Practice

Finance & Transactions

Transaction-grade financial work for owners who are raising, buying, or selling. Models, investor materials, and preparation that survives scrutiny.

This practice is credible for one simple reason. The firm builds the same models, decks, and data rooms for its own acquisition mandate that clients commission for theirs. Documents are prepared to the standard of the person on the other side of the table, and where tax or legal judgment is required, your Steuerberater and lawyer stay the advisers of record.

What this covers

Financial modelling

Operating models, scenario planning, and investment cases built in Excel to bank and investor standards, with every assumption listed, sourced, and adjustable.

from €3,900

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Pitch decks & investor materials

The full document set for a raise, from teaser to data-room-ready deck, in English and German, built to survive the reader paid to find the weak spot.

from €3,400

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Business plans & bankability

Plans structured the way KfW programmes, Bürgschaftsbanken, and house-bank credit committees expect to read them.

from €2,900

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Due diligence preparation

Sell-side readiness before buyers look. The numbers, the data room, and the story cleaned up, with your Steuerberater and lawyer advising on their reserved ground.

from €9,500

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Indicative valuation

A well-reasoned value range for negotiation and planning purposes, with the method and comparables shown.

from €3,900

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Succession & sale preparation

Preparing an owner-run company for handover, informed by this firm's own standing work as a buyer of succession cases.

from €9,500

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How we work

Every engagement is led personally by the founder, with one accountable senior contact from the first call to the final deliverable. Where the scope demands depth, senior specialists from a network built across the Rhein-Main finance and technology scene join the work, and where regulation requires certified expertise, accredited partners carry it out.

Work is quoted as a fixed price with a defined scope before it starts. Projects typically run €2,500 to €40,000, quoted as a fixed price after a scoping call.

Every fixed-price engagement carries our 100% money-back guarantee: full refund on request within 14 days of delivery, no reason required. How the guarantee works →

Our consulting and software work is covered by professional indemnity and business liability insurance (Markel Insurance SE, arranged through exali). Certificate of insurance on request.