ADVISORY
CASE STUDY 2


Viability Review; Due Diligence; Cash and Profit Performance



Background

W is a Fast Growth large retail franchise business supported by Private Equity monies. The business is projected to make profits in 24 months and to achieve a stock exchange listing (IPO) in 3 to 4 years. The franchiser operates in 6 countries

The Private Equity Fund Managers wanted to know the prospects of the business getting through a possible cash crunch in 15 to 18 months with debt funding, or whether fresh equity funding would be needed.

Conclusion

Levi was able to provide observations on the quality of management leading the organisation and whether, in Levi’s view, their budgets, monthly financial reports, and recommendations appeared pragmatic
and achievable.



Take a moment to call David Levi at 02 9016 4113 or email dlevi@leviconsulting.com.au. And let us help you get your company to where it needs to be.
This case study is not a substitute for formal advice concerning your circumstances. Liability limited by a Scheme approved under the Professional Standards Legislation.

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