International Development & Finance
                                 
                                         FINANCIAL PACKAGING AND COMMUNICATIONS

    Business plans, corporate information memos,  private placement memos, board presentations and similar
    corporate finance packages are key documents that are used in the internal and external approval of
    new ventures, acquisitions, joint ventures, alliances and trade and project financing opportunities.

    IDF's philosophy is that these documents should accurately and thoroughly discuss the merits and
    risks of a proposed projects, for use in transparent and objective corporate and institutional approval processes.  
    These packages should be concise yet thorough, easy to understand, should use credible third party data and a
    reasonable amount of graphics to illustrate key points.

    There is an urgency to most acquisition, joint venture and new project situations, yet the preparation
    of financing and approval packages can require substantial work.  It can be beneficial for companies
    to use an independent and experienced financial consulting firm in due diligence and in financial packaging for a
    number of reasons, including:

  • The consulting firm can provide dedicated focus complete the project on a timely basis.  
  • While the involvement of corporate management and development teams will be required, these
    professionals have full-time responsibilities and usually cannot dedicate the continuous time required to
    assemble a professional financial package.
  • The use of an independent firm helps to ensure more objectivity in the development of the presentation
    than if it were prepared by professionals whose compensation is directly tied to booking transactions.
  • Some projects are highly confidential, particularly acquisitions and divestitures, and it can be beneficial to
    limit the number of employees involved in, and aware of such transactions.

    IDF works closely with corporate development and finance staff to ensure that it prepares financial packages and
    communications that meet client objectives, yet retain objective professionalism.

    The specific format of a particular financial package will vary, depending on the complexity of the business, the
    jurisdiction of the business, whether the business is a core (well known) business or a
    new business, the risks inherent in the business and the keys to its success.

                                          Tel. (1)  832-878-4614, wgehle@internationaldiligence.com