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Financial Advisory
Securing Capital and Defining Pricing for Expansion
Problem
Operating within the consumer health industry, this organization desired to expand to the recreation industry. However, this organization faced multiple challenges related to financing and growth. This organization was in desperate need of capital and was unsure what the best source of capital was (given their current situation) or how to obtain it. This need for capital was affecting their current expansion plans. In addition, they were unsure whether the pricing of their products would be profitable for this industry and what their margins would be. Due to this, they were unsure how profitable their expansion into this industry would be.
The Qalam Approach
Qalam Consulting met with this client to understand the challenges they were facing, their goals, and organizational values. The information provided by the client revealed that they needed a pricing strategy, capital access strategy, asset financing strategy, and profitability forecasts.
Qalam Consulting thoroughly researched this client's industry, including profitability metrics, financial statements, and revenue projections. Qalam also researched different financing options and the application processes for them. Qalam determined based on the organization's values and market position, the best source of financing for this business. This allowed Qalam, in conjunction with other information, to develop a strong capital access strategy for this business.
Qalam also considered the business's need for assets for its expansion and researched different assets, asset ownership models, and financing options that suited this business. This thorough research led Qalam to create a financing solution that minimized the cost paid while still aligning with the firm's values.
Furthermore, Qalam analyzed the firm's profit margins and pricing information to understand the firm's current and desired profitability. In addition, Qalam considered competitor pricing and how that would impact consumer demand. Qalam determined the profitability impacts from expansion and provided a detailed pricing analysis, which showcased different pricing solutions and their respective profitability. Qalam also developed a financial model for the client to test different pricing models to check profitability. Qalam then used this pricing information to forecast weekly, monthly, and yearly profitability while still accounting for organizational constraints.
Results
From this, Qalam Consulting was able to deliver a comprehensive financial advisory strategy that aligned with the client's needs, goals, and values. The client was impressed with the work provided and found great utility in these deliverables.
About Qalam Consulting
Qalam Consulting is a Waterloo-based consulting firm focused on helping businesses overcome their toughest challenges. Qalam Consulting provides tailored, thoroughly researched, and results-driven solutions to clients that align with their goals, values, and objectives. The services Qalam provides include strategic advisory, financial advisory, marketing advisory, business resiliency, and market research. Qalam also offers all-in-one startup-specific advisory solutions that ensure startups receive all the help they need at an affordable price.
If you are interested in learning more about how Qalam Consulting can help your business, contact us today.
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