Forensic Business Analysis and Advisory

2022

A middle-market business had declining revenues as well as gross profit and EBITDA margins. Part of the decline could be attributed to COVID, but shareholders wanted to extract more information and potential optimization before potentially selling the business.

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Symphony undertook a full deep-dive analysis to drill into the financials and drivers of the business.

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The results were a package of comprehensive reports to shareholders and business operators, which uncovered many abnormalities in the business, including a significant lack of financial controls which contributed to declining performance.

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Symphony advised on a comprehensive action plan, drawn upon from the analysis of the financials, as well as specialists from Symphony’s expert network who educated the shareholders on peer performance and market and regulatory trends.