our services
Audit & Consulting
"It is not because it is difficult that we do not dare, it is because we do not dare that it is difficult. SENEQUE.
With a solid experience in the wine sector and the hotel and catering industry, we have only one objective:
"Putting our experience to the benefit of wine companies, in total independence and confidentiality in order to defend and value the interests of our customers".
With our double culture of business and finance, we accompany our clients on all aspects of operational, strategic and financial operation.
Audit: Our missions consist in analyzing existing situations, identifying weaknesses and strengths in order to carry out actions on the commercial, marketing and financial strategy.
The Conseil: Our job is to accompany you throughout your company's decision-making process.
Mergers / Acquisitions: We carry out audit assignments, consultancy in connection with companies, divestitures or acquisitions.
Our scope of intervention obliges us to strictly respect the values f independence and confidentiality.
With a sectoral know-how in the management and marketing of wines, a financial expertise recognized and reinforced by several successful operations, we advised and accompanied in their processes a little more than a dozen properties and companies during Of the last 12 months
It is by dedicating itself fully to its core business in order to provide its customers with the best possible added value, that the company relies on its partners for legal, tax, accounting and heritage aspects.
Customer interest:
By entrusting us with strategic missions, the customer can continue to devote himself fully to the operational.
The external stakeholder that we are allows the CEO to make decisions sometimes difficult.
From the audit to the realization, we ensure a follow-up in complete independence and confidentiality with a primary objective: "The culture of the result".
A global offer thanks to the support of our partners Lawyers, Notaries, Investment bankers.
A remuneration adapted to each assignment with, for investment or transfer transactions, a percentage once the transaction has been completed.
The audit:
The audit consists in collecting and analyzing all the information required for the implementation of a project.
It is a tool of continuous improvement, it makes it possible to make the "inventory of the places" in order to identify the non conforming points.
The audit covers operational management systems for functional control.
We are committed to listening, understanding and understanding the systems to be implemented.
- The board :
After the diagnosis of the situation, the council is the second step of our mission. Its objective is to issue opinions or recommendations in order to accompany the entrepreneur in his / her decision-making process.
Independent of the daily life of the company, it is often with a better objectivity that we intervene in the operational operation and the implementation of development strategies from forecasts and dashboards.
- Mergers / Disposals or Acquisitions:
Because planning for the future of a company must be considered today, we carry out consulting missions in connection with companies, transfers or acquisitions.
. From the strategic reflection on the evolution of the company, in search of operational and / or financial partnerships, we accompany the leader in his approach to give him the means for his development.
. The sale of a business is an important act requiring rigorous preparation. It is a major concern in the life of a leader.
Our mission is to initially define the action plan with the analysis, evaluation and profile of potential buyers.
From the collection of information and the drafting of the presentation memorandum, we negotiate all the components of the sale:
. The scope of disposal
. Analysis and evaluation
. Drafting of the presentation memorandum.
. Defining the buyers profile
. Identification and approach of potential buyers in total confidentiality
. Payment terms, deadlines and guarantees.
. External growth is one of the vectors of the dynamics of a company. The acquisition of a vineyard, for example, may also be for a private or institutional investor, a way to diversify its assets or assets.
Recognized for our expertise in the wine sector, we intervene on behalf of investors wishing to settle in the vineyard. We assist them in the different stages of the purchasing process:
. Analysis and definition of the project
. Identifying and approaching potential targets
. Negotiations and calendar
Our Culture and Values:
With our double culture, the company of the wine sector with its modes of operation, its different strategies and, the world of finance we intervene on many aspects.
The operational functioning and the development strategy on the one hand and, accompaniment in the financial organization, investments or divestitures on the other hand.
With a solid knowledge of French vineyards, this gives us a global vision of the sector.
It is in total independence that we conduct negotiations in order to maximize the interests of our clients.
Our culture is to ensure our clients total confidentiality on each of our records.
We ensure a contractual commitment with our customers and the various parties involved in the operations with the signature of a confidentiality document in advance of any external communication.
Our partners :
We do not intervene on legal aspects, accounting and financial balance sheets, taxation and wealth management.
Whether they are Lawyers, Notaries, Chartered Accountants or Bankers of Financing and Investments (BFI), our leading partners can help us better accompany you on these specificities.
We rely on international networks of leading law firms and CIBs to carry out our cross-border operations.
It is a kind of proximity service in a global environment to better defend and enhance your interests.