Services

Corporate Finance

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  • Deals Support.
  • Valuations.
  • Capital raising and Financial Restructuring.

Business Brokerage

  • Advice to Entrepreneurs in the process of Business Sales.
  • Advice on Business Procurement Processes.
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Wealth Managment

  • Financial Planning.
  • Tax Planning.
  • Estate Planning.
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Financial Consulting

  • Financial Feasibility Studies.
  • Financial Planning and analysis.
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01. Corporate Finance

Deals Support

Companies seeking to enter into transactions, such as mergers and acquisitions, need plausible assurance that the information they have about a potential target is as accurate as possible..

Through the due diligence process, verification of the target company's financial performance is sought, enabling the buyer to make an appropriate offer for the target company. As part of the process, the early identification of potential risks and problems that may arise during a negotiation and after the purchase of the company is also achieved, identifying areas where guarantees or indemnities may be needed.

Valuations

We have a team of highly qualified specialists to apply the most accurate valuation methodology for the type of situation you are facing, considering a deep financial analysis, but also a strong emphasis on the qualitative aspects that differentiate each business .

We offer reliable and independent valuations in various situations:

  • Valuation for accounting reasons: impairment test, fair value of assets and liabilities.
  • Report to determine the price of a company in mergers, acquisitions, as well as for shareholder exits or acquisitions.
  • Valuation for tax reasons.
  • Design of remunerations based on value creation.
  • Joint venture formations.
  • Family business solutions.

Capital raising and Financial Restructuring

We offer specialized assistance in internal and external financing strategies, adapted to the needs and life stage of the company. In addition, we provide advice in liability restructuring processes, supporting the negotiation with creditors and in the search for asset buyers if necessary.

02. Business Brokerage

Advice to Entrepreneurs in the process of Business Sales

We perform a financial and strategic evaluation of the business and suggest an "appropriate sales price range" to the seller.

We look for the right buyer, acting as a buffer between the entrepreneur and those interested in buying the business, only presenting buyers with sufficient financial resources and who are well prepared to manage the business. We also know the importance of maintaining the confidentiality of the sale, avoiding problems with customers, staff and suppliers, seeking to make them aware only when the seller is ready to communicate the decision.

Advice on Business Procurement Processes

At FSA Finanzas, we assist companies seeking to acquire other companies by presenting businesses that meet their requirements, avoiding wasting time on unsuitable options for the buyer. We also facilitate confidential contact with the owners of the target companies. This service is especially useful for foreign companies interested in entering the Uruguayan market through companies already established in the country.

03. Wealth Management

Wealth Management

We seek to support clients in managing their wealth, with a comprehensive approach that is not limited to investment management, but also includes financial, tax and estate planning.

Despite our best intentions, the many demands of daily life tend to intrude and prevent us from doing what we know we must do to secure our financial future.

Gain control over your financial destiny and enjoy the peace of mind that comes from knowing that all the components of your entire financial life are working together to meet your financial goals.

Financial Planning

A wealth manager can help develop a financial plan that includes savings, investment and spending goals. Investment consulting is the foundation upon which any comprehensive wealth management plan is created, addressing what is likely to be your most pressing financial concern: wealth preservation.

We help clients craft an investment policy statement (IPS), outlining a client's investment objectives and risk tolerance over a relevant time horizon, along with the constraints that apply to the client's portfolio. A well - constructed IPS fosters investment discipline and reinforces the client's commitment to follow the strategy.

Once your financial plan is in place, we constantly monitor and adjust it as needed to keep up with your evolving life and goals.

Tax Planning

Tax laws are often complicated and in constant flux. That's why we offer advice on how to structure your finances in a way that minimizes your tax liability.

We integrate personalized tax guidance with your overall wealth management and financial planning strategies. This approach helps ensure that all aspects of your financial life work together to help you make the most of your wealth.

Estate Planning

If you're like many of our clients, it's not enough to simply grow your assets, you'll also want to make sure those assets are available after your death to support your loved ones and the causes most important to you. We can help you develop a plan to ensure that your estate planning goals are carried out in accordance with your wishes.

04. Financial Consulting

Financial Feasibility Studies

Before investing in a new business entrepreneurs often seek an independent opinion on the technical, commercial and financial feasibility of the proposed project.

The Financial feasibility study aims to determine the profitability of the project, thanks to the analysis of the initial investment, the modeling of possible scenarios, and the quantification of the benefits and costs of its execution.

Financial Planning and analysis

Effective financial planning and analysis are critical to the success of any business. Our financial planning and analysis services are designed to give you the tools and insights needed to make informed decisions and drive sustainable growth.

At FSA Finanzas we can help you in the following areas:

  • Budget development and monitoring.
  • Cash flow management.
  • Review of financial statements.
  • Financial Forecasts.
  • Analysis of expense structure and strategies for its reduction.
  • Profitability enhancement strategies.

Who we are

Joaquín Fernández

Joaquín is a Partner at Estudio Fernández Secco & Asociados, specializing in Consulting, Accounting and Tax, as well as in Corporations and Startups.

He joined the Firm in 2013 to later graduate as a Certified Public Accountant at the University of the Oriental Republic of Uruguay in 2014. In 2021, he obtained his Master of Business Administration degree at the IAE of the Austral University of Buenos Aires.

His experience is focused on tax advice, tax planning, accounting, settlement of remuneration and social charges, as well as investment projects, international treaties and the Uruguayan tax system. In addition, he has experience in the incorporation of companies, corporate reforms and restructurings, consulting in administrative management and quality processes, and outsourcing of administrative processes.

His areas of specialization include Agriculture, Transportation Services, Trading, Retail and the Pharmaceutical Industry.

Mateo Fernández

Mateo is a Partner of Fernández Secco & Asociados in the areas of Consulting, Accounting and Tax and Corporations and Startups.

He is part of the firm's team since 2008. He graduated as a Certified Public Accountant from the University of Montevideo in 2009.

He specializes in tax advice, tax planning, accounting and commercial law. He provides advice on investment projects and financial analysis, as well as has experience in advising commercial companies.

Within his areas of knowledge and specialization, he is specialized in advising the agricultural and livestock sector.

Juan Manuel Lissignoli

Juan Manuel is a Chartered Financial Analyst (CFA) from the CFA Institute. He also holds a Master's Degree in Finance from the Universidad Torcuato di Tella in Argentina and a Bachelor's Degree in Economics from the Universidad de la República.

He has a professional career of more than 15 years in the private sector, currently holding the position of Head of Investments at Quest Capital, a Securities Broker belonging to the Andbank Group. Previously, he worked as Senior Equity Analyst at Horizon Capital Management and as Finance Analyst at Telxius.

In the academic field, he is Professor of Equity Valuation in the Postgraduate Program in Investment Management at the Master's and Postgraduate Program in Economics (UMPE) at the University of Montevideo.

Let´s talk

    FS&A Finanzas

    info@fernandezsecco.com

    (+598) 2916 1913

    25 de mayo, 467 5th floor.

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