OUR SERVICES

BUSINESS FINANCIAL CONSULTING

Deep capabilities in valuation, forensics, due diligence and restructuring

Overview

Acorn Financial will provide valuation, financial due diligence, forensic, restructuring and other key financial consulting services to public and private companies, as well as to municipal and other public sector clients.

VALUATION

A comprehensive understanding of valuation provides insight when negotiating transactions, meeting financial and tax reporting requirements, supporting litigation strategies, restructuring investments, and more. Acorn Financial brings in-depth experience to address complex valuation issues across most industry sectors.

CORE SERVICES INCLUDE:

Fairness/solvency opinions; Financial reporting; Tax planning and compliance; Transaction pricing and negotiation
Private equity portfolio interests; Pension fund alternative investments; Litigation support/expert testimony
Financial modeling; Intellectual property; Tangible assets (e.g. machinery and equipment, real estate)
Valuation policy and procedure reviews

DUE DILIGENCE

We test the quality of data and assumptions as well as the reliability of projections against markets, drawing upon our team’s extensive experience.

Assess quality of earnings; Analyse balance sheet assets and liabilities; evaluate cash flows and forecasts
Assess market positioning, industry challenges and opportunities and potential synergies; review business plans
Provide operational and supply chain assessments.

CORE SERVICES INCLUDE:

RESTRUCTURING

We work closely with senior executives and key constituencies to facilitate an efficient analytical and transparent process.

CORE SERVICES INCLUDE:

Asset identification and recovery; Preference and fraudulent transfer analysis; Prepackaged plan of reorganisation
Procuring emergency liquidity and long-term capital; Restructuring existing debt and equity
Sale of performing and nonperforming loans and non-core businesses;

Structuring and negotiation of reorganisation plans

INDIVIDUALS AND FAMILIES CONSULTING SERVICES

Evolving family wealth management solutions for every stage of your journey

Since our founding, we've worked with countless families to help them manage around the obstacles that others have struggled with. We understand what defines a family whose wealth continues to grow from one whose wealth evaporates in two or three generations.

Family governance and education

Experience the education and communication process that can help guide your children in preserving your wealth and values for generations.

Family office services

Benefit from the support of a multi-disciplinary, integrated team that can manage and coordinate your financial and life-management affairs.

Philanthropic planning

Make an impact through the support of causes you believe in, while promoting family values and social responsibility, and leveraging the tax-deductible nature of charitable gifts.

Investment management

Align your investment strategy with your values, personal passions, and goals, guided by proven asset allocation advice.

Private banking

Leverage your purchasing power, meet your liquidity needs, manage your finances, and take advantage of opportunities as they arise with tailored credit solutions and premier deposit accounts.