01 · Financial Advisory
Financial Analysis
A clear reading of your financial statements, margins and profitability, with costed levers for action.
The problem
Revenue is growing, but you don't know exactly what makes money.
The bottom line doesn't tell the whole story. Some products, customers or activities may be eating into the margin of others without you noticing. Without analysis, it is hard to set the right prices, control costs and decide where to focus.
This is you if…
- Revenue is growing, but profit isn't
- You don't know the profitability of each product or customer
- You set prices without knowing your cost price
- You are considering an investment or an acquisition
Our solution
We analyse your financial statements and operating data to measure your real profitability, pinpoint weak spots and give you concrete, costed levers for action.
- The real profitability of each of your activities
- Prices set on solid ground
- The costs to watch first
- Clear decisions: grow, adjust or stop
What's included
What the engagement covers
Financial statements review
Balance sheet and income statement for recent years.
Management balances
Gross margin, value added, EBITDA: where value is created and lost.
Detailed profitability
By product, customer, activity or location.
Cost prices
The full cost of what you sell.
Break-even point
The minimum revenue needed to cover your costs.
Recommendations
Pricing, cost and product-mix levers, ranked by impact.
Deliverables
What we hand over
Analysis report
Strengths, weaknesses and points to watch.
Profitability matrix
The profitability of each product, customer or activity.
Excel model
To recalculate your margins and test assumptions.
Review session
A walkthrough of the findings, with time for questions.
Process
The steps of the engagement
- 1
Scoping
We clarify your questions and the data available.
- 2
Data collection
You share your financial statements and operating data.
- 3
Analysis
We calculate margins, costs and key indicators.
- 4
Review
We present our conclusions and levers for action.
Pricing
A clear quote, before we start
Free quote
The first conversation and the quote are free, with no obligation. The price depends on the scope and complexity of your file. Clients outside Morocco: quotes in EUR or USD on request.
- Deliverable
- Analysis report and recommendations
- Indicative timeline
- 5 to 10 business days
- Pricing
- On quote
What data do I need to provide?
Your financial statements for recent years and, ideally, a breakdown of sales and purchases. We send you a precise list at the start.
Will my data remain confidential?
Yes. Your information is used solely for the engagement and is never shared.
Do you work for investors?
Yes. We carry out financial analyses and project studies for investors and executives who want an independent view.
Want to know how profitable your business really is?
Tell us about your situation: we will propose the right approach and a clear quote.