Our custom framework to Jumpscale Transition.

The Thera Method encapsulates a dynamic and systematic approach to strategic corporate finance, designed to seamlessly integrate into your business model and enhance every aspect of your operational and strategic capabilities.

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Value Proposition

Companies

Companies that wish to grow in a structured manner need to properly plan this journey to make it effective and sustainable.

Significant results that truly change the DNA of a company can only be achieved with deep technical knowledge (Vertical Solutions) coordinated with a solid overall vision.

Our intervention enables such outcomes, leading the company to concrete dimensional and value growth, successfully planning strategic extraordinary operations (access to the capital market, management of M&A operations, support for generational transitions, and more).

Investors

For investors, we offer specific support integrated in your team, that encompasses the entire deal, from scouting to the preliminary validation phase of the operation (business assessment and simulation of economics), to the executive phase (business, financial, and tax due diligence, as well as support at closing), and through to post-merger management (development of the strategic industrial value plan and support for its deployment through vertical solution as strategic committee, monitoring of results, finance transformation, etc).

We work alongside investors to create the best conditions for the
performance of their investment.

Thera Method

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01

Business
Assessment

Purpose

Initiating with a deep dive into your organizational goals (Why), we assess the current state (As-Is) across multiple dimensions such as financial, organizational, governance, operations, and more.

Activities

This involves an extensive analysis to identify strengths and gaps, ensuring objectives are realistically achievable and well-aligned with strategic action plans.

Output

Validation of medium to long-term business objectives and formulation of a strategic action plan supported by vertical solutions.

02

Strategic
Path

Purpose

Based on the strategic action plan, we identify the correct strategic path (To "B"), pinpointing necessary actions for implementation.

Activities

We translate qualitative and quantitative objectives into a timeline, defining specific actions for each goal and establishing project "workstreams" to support execution.

Output

An industrial plan, information memorandum, and project memorandum, ensuring every step is monitored for efficacy and advancement.

03

Project
Deployment

Purpose

We translate strategic plans into concrete project "workstreams" (How) to achieve the planned objectives.

Activities

Continuous coordination through a Steering Committee to check KPIs and periodically realign strategy. This phase includes the transfer of competencies within the company and activation of booster activities to solidify the plan.

Output

Closing and verification of KPI achievements, enhancing value through strategic corporate finance operations, post-merger integration, digital finance transformation, finance TAAS, ESG activities and more.

Vertical Solutions

Deal Advisory and Transaction Services

We facilitate critical decision-making, provide essential insights, and strategically structure transactions.

We assist clients in making well-informed, strategic decisions throughout transactions such as mergers, acquisitions, spin-offs, or restructuring events.

By integrating market data with key financial skills, we facilitate critical decision-making, provide essential insights, and strategically structure transactions. This includes conducting thorough business, tax, and financial due diligence to uncover risks and evaluate potential values, ensuring clients are well-prepared for both sell-side and buy-side deals.

Additionally, we manage tax implications to maximize tax benefits, creating a robust foundation that supports clients confidently through all transaction phases.



Strategic Advisory

Our data-driven, opportunity-oriented approach will help you discover influential trends and crafting features.

Strategy is more than a declaration of intentions; it reflects an organization's ability to think, anticipate, and act with awareness of their current position and future direction.

Our data-driven, opportunity-oriented approach focuses on elevating client awareness of influential trends and crafting futures that are desirable, sustainable, and profitable.

While grounded in rigorous economic and financial analysis, we also enhance our clients' abilities in critical thinking and innovation. This enables them to adapt or reinforce business models as needed, ensuring their strategies are robust and forward-thinking.



Finance Transformation

Redesign your finance strategy and processes in ways that deliver immediate and lasting value.

Based on our experience that spans every facet of finance, we help to digitally transform and manage the AFC Area in our Client’s companies, redesigning their finance strategy, processes, organization and supporting technology in ways that deliver immediate and lasting value.

Our comprehensive strategic finance transformation services include:

  • Finance vision and strategy
  • Process redesign based on best practices
  • Business intelligence and analytics
  • Finance talent management
  • CFO and Controlling outsourcing advice and support
  • Working capital management
  • Finance technology strategy

Corporate Tax

We identify opportunities and risks in tax structuring for strategic transactions even in high-risk scenarios.

We identify opportunities and risks in tax structuring for strategic transactions. We focus on assisting corporations and institutional investors with managing tax aspects, mitigating risks, and minimizing compliance inefficiencies.

Our deep expertise allows us to deliver highly valuable solutions even in high-risk scenarios. Reliable tax advice is crucial for companies aiming to grow and enhance shareholder value, given the complexity of tax issues.

Thera Tax provides ongoing tax guidance, ensuring businesses have access to seasoned experts who offer practical solutions.