Business advisory
Business advisory is where the Firm is most a partner and least a supplier: we walk together towards a goal, with full awareness of the numbers and the risks.
For over thirty years we have worked alongside businesses in their transformation processes, in improving performance and in creating sustainable value over the long term.
What is meant by Advisory
By Advisory we mean support for a company’s transformation processes and strategic decisions: generating awareness of the existing situation and clarity about the results to be achieved.
It is not the sale of an isolated service, but a form of guidance that precedes the decision — advice before service, method before numbers.
Advisory differs from the other areas in its centre of gravity: not the execution of an obligation, but the quality of the decision.
This is why the first task is almost always one of reading — the numbers, the context, the alternatives — and only afterwards one of proposal. A choice made on solid ground is worth more than ten brilliant solutions built on the wrong assumptions.
Our reference point is lasting value, not quick gain: the medium- to long-term horizon shared with those who lead the business.
Strategic business advisory: awareness and clarity
Every significant choice — an acquisition, the entry of a new shareholder, a reorganisation, a generational transition — is best addressed when everything is seen clearly.
Our method places awareness at the centre: reading the real situation of the business, measuring its value, bringing risks to the surface. Solid decisions are built on this basis, not bets.
This awareness is never an end in itself: it translates into concrete choices about how to structure a transaction, when to act and with which instruments.
Our task is to reduce the area of the unknown, so that the entrepreneur retains control of the process even at moments of greatest uncertainty.
Our method: walking a few steps ahead
Advisory is like a mountain guide: someone who walks a few steps ahead because they know the way. We do not sell a map and stay down in the valley — we share the climb.
This is the very sense of our positioning: the partner who accompanies the entrepreneur through the most delicate passages, with expertise and closeness, towards a shared goal.
Closeness, for us, is not availability for show: it means remaining alongside the business throughout the entire journey, from the first assessments through to after the decision, when choices have to be implemented and monitored.
This is where the partner is distinguished from the supplier.
The areas of Advisory
The pillar is organised into three complementary areas of work.
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Accounting and tax due diligence
the in-depth review of a company's situation in support of acquisitions, disposals and the entry of new shareholders. The awareness that protects the investment.
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Valuations and expert reports
the determination of the economic value of a business and of shareholdings, with method and independence. Telling authentic value apart from apparent value.
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Generational transition
the planning and guidance of the transfer of the family business, in its legal, tax and governance aspects. Continuity as a project.
Who we work with
We work alongside businesses led by entrepreneurs focused on medium- to long-term growth: solid companies operating in manufacturing and services.
We support them throughout Italy with the same underlying principle: the relationship comes before and goes beyond any individual service.
Business advisory in Milan
The Firm is based in Milan, at Via Felice Casati 3. From here we work alongside businesses in Milan and Lombardy on their development and transformation projects, and provide continuous support — including remotely — to companies in the other regions where we operate.
Every journey, however, begins in the same way: with a meeting.
It is consulting support for strategic decisions and transformation processes: analysis of the situation, measurement of value, assessment of risks. It helps the entrepreneur decide with full awareness, especially at delicate moments such as acquisitions, disposals and successions. The method and the horizon: we favour awareness over the isolated service, and lasting value over quick gain. We walk alongside the business over the medium to long term; we do not simply close a file. Before important choices: an extraordinary transaction, the entry of a new shareholder, a business valuation, the transfer of the business. Involving the advisor in good time makes it possible to prepare the decision rather than chase it. No. Even a choice of modest size — a family member joining the company, an internal reorganisation, a review of governance — deserves to be approached with method. Advisory is a way of deciding, before it is a category of transaction.
Frequently asked questions
What is advisory for a business?
What sets the Firm's business advisory apart?
When is the right time to involve an advisor?
Is advisory reserved for large transactions?