top of page

Financial Consulting

Mergers & Acquisition

  • Consulting on purchases/ Consulting on sales.

  • Structuring of Strategic Alliances and mergers.

  • Structuring of Joint-Ventures.

  • Consulting on real estate transactions.

  • Consulting on divestment in business segments.

  • Support in negotiations for transactions

Debt & Equity Advisory

  • Consulting on purchases/ Consulting on sale.

  • Structuring of Strategic Alliances and mergers.

  • Structuring of Joint-Ventures.

  • Consulting on real estate transactions.

  • Consulting on divestment in business segments.

  • Support in negotiations for transactions.

FINANCING PLANS

ProInve will assist you in the restructuring of Financing with more advantageous conditions than the existing ones, thanks to the global network of financial partners with financing options to maximize the growth and value of the company.

Blue Minimalist Four Steps Infographic (2)
Blue Minimalist Four Steps Infographic (3)
Blue Minimalist Four Steps Infographic (4)
Blue Minimalist Four Steps Infographic (5)
Statistic calculating
Lines of credit for working capital

If your company operates in foreign trade, we are your best option for finding and obtaining financing.

  • Guarantee represented by the flows themselves / Collection of exports.

  • Discounting of invoices or projects.

  • Creation of “controlled” bank accounts in the Bank that grants the line of credit.

  • The aim is not to use real guarantees, which are generally taken by National Banks, restricting the capacity for growth.

  • “Forfaiting” for payments to suppliers.

  • Competitive interest rates.

  • Low bank commissions.

In addition to financing and if required, ProInve can assist you in the creation of tax structures in more efficient jurisdictions.

International Factoring

Proinve has strategic alliances, representing some of the most recognized institutions in International Factoring, both for the following services: ​​

  • ​Invoice Factoring

  • International Factoring​

  • Reverse Factoring

  • P.O. Financing

Financial District

ADVANTAGES

  • ​Achieves immediate financing of accounts receivable, increasing operating working capital.

  • Faster process with fewer requirements compared to banks, attracting new clients.

  • Low risk of fraud with client evaluations by the Factoring Bank through credit bureaus.

  • Collection management by the Bank’s team, without altering the leverage indicator (Bank Debt to EBITDA ratio).

CONDITIONS

  • ​Customers must export to Europe, the USA or other international destinations.

  • Accepted currencies are USD, EUR, and GBP.

  • The minimum monthly export amount to be “discounted” is
    $200,000 USD.

  • Consultation must be made on a case-by-case basis for customers with exports of perishable products.

HOW DOES IT WORKS?

  • Bank allows max payment term of 90 days (120 days with consultation)
  • FACTORING International advances 80% of invoice value within 24 hours
  • Client transfers funds to their Costa Rican account
  • Bank deducts financial cost and deposits remaining amount into client's account

COSTS

  • The annual interest rate ranges from 8% per year to 15% per year. This will be defined by the Bank based on its final payer qualification parameters, on a case-by-case basis.
  • ​
  • A “management fee” must be paid for approval of the credit line, which ranges from 0.50% flat to 1% flat. It is paid when the credit line is opened, which will be defined together with the interest rate.
Business meeting
Transactional Support
Transaction Strategy & Operations

  • Strategic Planning and Evaluation: Support in designing growth and financing strategies, evaluating annual growth strategies, and analyzing business segment portfolios.

  • Market and Competitiveness Analysis: Provide advice on evaluating sectors/markets and their competitiveness, and structuring models for new business development.

  • Integration and Implementation: Identify possible integration challenges, estimate perceived synergies, and advise on preparing integration and implementation plans.

  • Legal and Asset Optimization: Rationalize legal entities and optimize the use of assets and liabilities.

  • Project Management: Oversee and manage projects to ensure successful execution and alignment with strategic goals.

Transaction Support

  • Financial and Tax Due Diligence: Includes financial due diligence for purchase and sale, tax due diligence, and due diligence of compensation schemes.

  • Commercial and Carve-out Due Diligence: Covers commercial due diligence and carve-out due diligence.

  • Negotiation and Drafting Support: Advice on negotiations, drafting of purchase-sale agreements (SPA), and support in monitoring post-closing execution agreements.

  • Tax Structuring and Advice: Support in the negotiation on tax issues, advice on tax implications of transactions, and design of structures for acquisitions or sales.

  • Investment and Joint Venture Structuring: Structuring of investment vehicles and joint ventures.

Business Valuation & Modeling

Our Business Valuation & Modeling service offers a comprehensive approach to financial analysis:

ProInve specializes in International Business Expansion Consulting, helping companies thrive in the US, Canada, Brazil, Colombia, Panama, and Costa Rica. We provide tailored strategies to navigate regulatory, cultural, and competitive challenges for seamless and profitable expansion.

​

  • Independent review of financial projections

  • Preparation and review of business financial projections

  • Independent review of financial projections

  • Valuation and evaluation of financial instruments

  • Determination of exchange ratios

  • Valuation of stocks and businesses

  • Financial valuation in Real Estate

  • Creation or identification of the Business Model

  • Valuation of intangible and biological assets

  • Price paid allocation (PPA)

  • Financial impairment analysis

  • Valuation for tax purposes

  • Dispute resolution

Trust us to provide accurate and reliable financial analysis for your business needs. Our team of experts is dedicated to providing the insights you need to succeed.

Business Plan
Business meeting
Working Capital Management
Diagnosis of Working Capital Management:

  • Analyze current levels of cash, receivables, and inventory.

  • Evaluate efficiency using ratios like current ratio and cash conversion cycle.

  • Identify strengths and weaknesses, and compare with industry benchmarks.

Improvement Plans:

  • Develop strategies to optimize cash flow and manage inventory.

  • Recommend process improvements and automation tools.

  • Create an action plan with SMART goals.

  • Provide change management guidance.

Knowledge Transfer:

  • Conduct training sessions and workshops.

  • Develop documentation and SOPs.

  • Establish a mentorship program.

  • Implement review and feedback mechanisms.

Performance Metrics:

  • Identify KPIs like cash-to-cash cycle time and DSO.

  • Use a balanced scorecard for performance evaluation.

  • Recommend dashboards for real-time tracking.

  • Set realistic targets and benchmarks.

bottom of page