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Metalworking

Going through a generational transition

Identification of the most performant business unit and Improvement of Net Financial Position.

Strategic Advisory
Corporate Tax
Metalworking

Results

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1
Clear identification of the Business Unit to focus on and efficient management of the other business unit for a gradual exit while monitoring cash flows.
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2
New commercial structure and optimization of the production area.
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3
Effective management of the generational transition.

Approach

  • Clarification of medium-term business objectives.
  • Assessment of the AS-IS situation including economic, asset, and production area analysis to strategize business unit (BU) performance.
  • Definition of performance targets per BU, identifying trends in a competitive scenario, and determining the strategy to pursue in each area.
  • Introduction of a budgeting procedure by customer/sector/geographic zone.
  • Structuring of the economic-financial plan and relevant KPIs.
  • Redesign of the commercial area to identify areas to cover, entry modes (agents/distributors), and minimum levels of revenue and margin to achieve efficient structure.
  • Intervention of the Corporate Tax team for entry into two new countries (EU and non-EU), providing operational support:   - Optimization of the production layout and flow;  
    - Involvement of an external partner in the Production area.
  • Creation of a Steering Committee to validate strategic actions.
  • Strategy to optimize the corporate structure for the generational transition:  
    - Support in financing (tutoring) during the generational transition.
  • Support and mentoring in the generational transition.
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