Financial and Management Consulting

Our Financial and Management Consulting Division provides a full range of comprehensive high-quality services with a modern and practical approach in several fields.

Market Research and Marketing Studies

The scope of marketing services involves the analysis of marketing opportunities, researching and selecting target markets, designing marketing strategies and planning and organizing marketing programs.

Our experience in market research covers several activities including market share analysis, sales analysis, long range forecasting, pricing studies, testing of existing products, determination of market characteristics, and measurement of market potential.

Economic and Financial Feasibility Studies

Our feasibility studies service aim to test the viability of projects.

Feasibility studies involve the assessment of marketing and technical studies, and also the financial feasibility of the project.

Feasibility studies involve recommending capital structure and developing the financing plan for the project, by measuring the project’s sensitivity against the future economical variables.

Financial Systems Development

COAAT offers a wide range of services related to Financial Systems Development.

Conduct a diagnostic review of applicable organization financial systems
Design an optimum financial system to best suit the organization’s objectives
Design the chart of accounts which may include cost/profitability centers, if required
Design the documentation cycles to best match the recommended financial system
Recommend appropriate accounting books, taking the legal requirements into consideration
Define the system’s output, taking into consideration the nature of information and required reports
Assist the organization in the implementation phase of the above mentioned systems

In addition, a team of financial experts can assist the organization in the development of:

Accounting systems
Actual and standard costing systems
Budgeting and forecasting systems
Budget valuation reports
Financial information and performance evaluation systems

Organization and Management Development

You will find here our service offering on organization and management development.

Identify and develop top management strategies
Design or fine-tune the organizational structure
Determine the responsibilities of the various organizational units
Develop job descriptions and determine authorities and responsibilities
Design wage and incentive schemes
Perform job evaluations
Design systems for performance evaluation
Evaluate and select top management
Assess training needs
Set administrative policies and regulations
Design and simplify procedures

Valuation, Privatization and Restructuring

Privatization Studies and Comprehensive Restructuring Studies.

Privatization Studies

Our firm has provided technical assistance to some 60 state-owned enterprises throughout the different phases of the privatization process. Over the years we have worked with:
Government regulators represented by the Public Enterprise Office (PEO),
Managers of state-owned enterprises represented by shareholders assemblies, the board of directors and management of Holding Companies (HC) and Affiliated Companies (AC), in addition to domestic and foreign investors.
In this context our firm has gained extensive experience in conducting business reviews, performance evaluations, and asset valuations for the public flotation of public sector companies. The firm has become an expert in the complexities of privatization/restructuring and has won the confidence of the Egyptian authorities in this respect.

Comprehensive Restructuring Studies

We carried out studies to identify inherent problems and formulate alternative solutions in order to propose the best solution for a comprehensive restructuring of a company. Our assessment takes into consideration important areas such as the legal format of the company, the structure of the organization, the administrative and human resource problems, liquidity and financial structure restrictions, and the technical condition of the company’s production capacities and assets. Other aspects considered are production and technology systems, product and sales mixes, marketing performance, decision making processes, the external relationship between the company and banks, tax authorities, investors, creditors, suppliers, customers and the working capital structure. Based on the results of the above studies, our team is able to provide alternative solutions and restructuring proposals to solve these problems.
Our team is then able to plan the steps and procedures necessary to implement the proposed restructuring plan, and to determine the measures the company needs to undertake to execute the plan and estimate the total cost.
The final phase of our restructuring services is to provide assistance and support to the company during the implementation of the solutions and plan that have been accepted by the management. This solution can be any of the following:

Merger with other companies or changing the legal form of the company
Re-engineering the financial structure to solve other problems
Development of the financial and administrative systems and organizing the company’s structure
Development of the human resources structure and planning
Development of marketing, organization, financial, human resources, production, sales and product mix strategies etc.

Strategic Planning, Financial Monitoring and Internal Control Systems

Strategic planning is very important for managing any company through its mid and long-term operation. It is also an important way to allow the company to continue to grow given the ever-changing international and domestic variables within the economical and political environment.

In our opinion, strategic planning and the development of an optimum business plan are key to the success of any company. The doctrine of modern management and strategic planning include:

The company’s mission statement
Design master marketing strategies and goals
Design flexible mid and long-term financial business and operating plans (for the next 3-5 years) based on the master strategies and goals of the company this will be come the base for preparing the annual budget in order to maximize the utilization of available resources.