01
Confidential introduction
Understand the situation, objectives and urgency. We listen before discussing scope.
02
Role definition
Clarify whether ALEF may act as principal buyer, transaction advisor,
transformation consultant or market entry advisor.
03
Information review
Review financial statements, operating metrics, debt, working capital,
customer concentration, contracts and available business information.
04
Diagnostic & valuation logic
Prepare financial assessment, valuation range, DCF logic, benchmark comparison
and risk map where applicable.
05
Strategic path
Define acquisition path, advisory scope, turnaround plan, transformation roadmap or U.S. market entry strategy.
06
Execution support
Support negotiation preparation, decision making, advisor coordination and implementation planning under a written engagement.
07
Transformation & follow through
Help improve reporting, operating controls, sales process, digital tools and management cadence if engaged for ongoing support.