Financial / business consulting

The service and financial and economic guidance that we provide to small and medium businesses stand at the core of our ethos.  We provide valuable assistance in business development processes, formulating business plans, raising credit and managing projects and budgets in accordance with their work plans.

We are proud of the completion of refinancing processes for dozens of businesses in Israel.  Our long-term acquaintance with internal processes and senior officials in the banks’ credit departments and other credit providers has helped us optimize financing agreements to support our clients’ financial strength and business operations.

• Financing and refinancing

Since 1998 we have assisted in with raising credit from banking and nonbank entities, tailored to changing credit needs and optimization of commercial conditions working on tight schedules.

• Business development

Over the years, we have managed to match and create successful business connections between our clients and third parties.  Past experience shows that after our in-depth acquaintance with our clients and their desire to develop their businesses, we have found ways to help forge agreements that have led to leveraging competitive advantages.

• Expert opinions, salary examinations and more

preparation of  expert opinions by request, we are appointed on behalf of one party or its representative before legal tribunals, including the provision of expert accounting testimony.

Our professional opinions may deal with analysis of cash flow and financial activity, measuring company value or ways to distribute business and private property in tort suits, loss of earning capacity, future profits, and more.

As an authorized salary examiner, we prepare opinion study in accordance with the provisions of the law to increase enforcement of labor laws and regulations in Israel.

• Arbitration

We serve as arbitrators in business proceedings preparing expert opinions as part of the mediation/ arbitration process

• Family businesses

The management of a family business requires the creation of optimal decision-making processes for the business.  The firm’s staff has many years of experience in planning intergenerational transitions based on optimal tax planning.

You take the Credit. We process the Debit.