Not only the current developments in the market and financial economy, but also a wide range of regulatory changes have steadily increased the requirements for traditional lending by banks. In this environment, the financing of the German economy is changing from a classic bank-oriented system to a capital market-oriented one.
The capital market provides the successful companies of tomorrow with the necessary capital today – offers liquidity and opportunities. However, the capital market also demands transparency and regulation.
The requirements of participation in the capital markets affect almost all areas of the company. From capital market-oriented, international accounting to the design of suitable corporate governance structures and efficient capital market compliance. In addition, investor relations management to implement appropriate capital market communication comes into focus.
Our proven consulting approach
Building on our many years of experience, we offer a comprehensive advisory approach for capital market-oriented and medium-sized companies.
Regardless of the current position you are in, whether you are planning an IPO, are already listed or want to leave the capital markets again, we are at your side in a solution-oriented and advisory manner and accompany you in setting up and efficiently implementing your capital market strategy in accordance with the regulations.
Our experts in the areas of financing, capital market-oriented financial reporting, capital market law and compliance offer our clients comprehensive, active advice. Our existing network is based on numerous successfully implemented projects and includes well-known (issuing) banks, specialized lawyers as well as consulting companies for capital market communication and investor relations.
As a member of the Association of Small and Medium-Sized Enterprises (www.kapitalmarkt-kmu.de), we stand up for your interests and are at your side in all matters.
Our services in the area of Transaction and Financial Advisory Services
- Transaction advice
- Due Diligence
- SME Financing
- Company valuation
- Financial Reporting
- Changeover to international and capital market-oriented accounting
- M&A Accounting
- Combined Financial Statements & Carve out
- IFRS Conversion & Support
- Preparation of segment reports
- ESEF reporting
- Optimization of accounting (Fast Close)
- IFRS Impairment Test
- Implementation, expansion or optimization of management reporting & performance controlling
- Corporate Governance
- Risk management system (RMS)
- Internal control system (ICS)
- (Tax) Compliance-Management-System
- Internal revision
Given the constantly changing economic framework conditions, the prompt provision of information with higher quality requirements for information is becoming increasingly important. Figures relevant for corporate management must therefore be available as promptly as possible, ideally at the push of a button, in a decision-making form. In addition, there are once again external market participants, especially banks, driven by the requirements of Basel II, who are increasingly demanding timely interim reporting from the company.
In our experience, banks now attach at least as much importance to meaningful interim reports as they do to the annual financial statements that may be drawn up by external consultants. This is understandable insofar as the type of reporting as a whole provides clear information about the quality of corporate governance and thus management.
Against this background, the process of information processing in accounting should be scrutinized in order to ensure timely and high-quality reporting (Fast Close).
We want to convince you of the benefits of a Fast Close project and support you in implementing the optimal solution for you. We see the following approaches in particular:
- Improving the effectiveness of accounting
- Not infrequently, cost reductions in accounting due to process optimization
- Usually quality gain with better time availability
- Improvement of the rating
- Improved basis for corporate management
- Improvement of the reputation with investors and lenders
Remember, professional reporting – this includes quality and time aspects in particular – is an essential part of investor relations and the basis for efficient corporate management.
Change, dynamism and uncertainty shape today’s economic life. This makes it all the more important to design appropriate corporate governance structures for successful and sustainable corporate development.
Companies should not only set up corporate monitoring systems to meet the legal requirements and to counter personal liability risks for management and supervisory boards.
The risk management systems and internal control systems implemented today do not always meet the minimum legal requirements in part and do not create any economic added value. In the long term, it is to be hoped that opportunities and dangers will always be taken into account in the company and that risk management and internal control structures will be fully integrated.
We support you in the development and further development of integrated corporate governance structures, whereby the cooperation between the various monitoring components promotes your sustainable corporate development. Avoid bureaucratization. Prevent redundancies. Enable efficiency, effectiveness and decision-making relevance.
Internal auditing is seen as a necessary evil in a large number of companies. In our opinion, however, the high number of corporate crises justifies the observed renaissance in this area. In addition, one can assume that entrepreneurs are fundamentally convinced of the need for an internal audit.
Nevertheless, the auditor is primarily perceived as a bearer of negative news, which is why reservations about his work in the company often still prevail.
Outsourcing this area offers a tried and tested possibility of avoiding this conflict in the company without foregoing the results and advantages of an internal audit.
In our opinion, the following additional advantages lie in outsourcing internal auditing:
- Variability of costs or avoidance of fixed costs
- Delimitable effort through clear task and time specifications
- A neutral third party is impartial, avoidance of operational blindness
- Necessary changes can often be communicated more easily through a neutral third party
Coming from auditing, we have years of experience in the implementation and communication of audit topics. Of course, we have appropriate revision tools with database functionality. We would be happy to take on individual audit tasks, sub-areas or the complete audit function in your company.
The topic of sustainability has undoubtedly developed into a megatrend that hardly any company can escape in the future.
Sustainable corporate management concerns all companies, regardless of whether they are capital market-oriented or owner-managed in medium-sized companies. The consideration in one’s own corporate culture, however, only represents the starting point of the movement.
Green and ESG-linked financing will shake up the area of corporate financing with significant effects on business models and strategies, external and internal financial reporting and corporate governance structures.
Are you interested in sustainable financing instruments? Do you need support in setting up or developing a meaningful management reporting and performance controlling system that takes ESG factors into account? Would you like to harmonize financial accounting and sustainability reporting or are you still in the starting blocks to integrate ESG topics into financial reporting? Do you already consider ESG risks in your implemented risk management system? Which new legal requirements are relevant for you?
Contact us. We are at your side in an anticipatory and solution-oriented manner.