Solutions
Strategy development & implementation
Development of your ideas, new impulses, trend, industry, and benchmark analyses
Less than 20% of all companies succeed in generating sustainable growth. The consultants at i-strategy are sparring partners on equal footing who work with you to create the strategic foundation for long-term success.
For the long-term success of a corporate strategy, we consider the following key questions, among others:
To what extent is the strategy derived from the company's current strengths and weaknesses, its potential, and its vision?
How can the right comparative competitive advantages be leveraged with a view to tomorrow's customer needs?
How are future influencing factors and megatrends such as digitalization, sustainability, and multiple crises taken into account?
How transparent and clear is the measurability of the path to achieving the strategy, and is it constantly reviewed?
How can the right balance between ambition and realistic implementation be found?
From daily tasks to strategy
Good day-to-day business is by no means a guarantee of sustainable entrepreneurial success. Those who rest on their laurels will sooner or later be overtaken by reality. Based on this conviction, we have been developing successful corporate strategies together with our clients for over 20 years and supporting their consistent implementation in order to keep pace with the ever-accelerating pace of change.
In strategy workshops, we combine a focus on resources and budgets with effective decision-making processes and approaches to systematically improve your potential. We formulate smart goals so that the success of strategic measures and progress can be measured at any time. Together with you, we develop a suitable strategy that combines the optimization of daily decision-making processes with the use of scarce resources. The result is a value-oriented culture within the company that encompasses all areas and hierarchies.
To bring the strategy to life, we work cooperatively with your management team and support them in championing change processes.
Strategieentwicklung & -umsetzung
Entwicklung Ihrer Ideen, neuer Impulse, Trend-, Branchen- und Benchmarkanalysen
Weniger als 20% aller Unternehmen gelingt es, nachhaltig Wachstum zu generieren. Die Berater der i-strategy sind ein Sparringspartner auf Augenhöhe und schaffen gemeinsam mit Ihnen das strategische Fundament für den langfristigen Erfolg.
Für den langfristig Erfolg einer Unternehmensstrategie betrachten wir unter anderem folgende Leitfragen:
Inwiefern ist die Strategie eine Ableitung aus den heutigen Stärken und Schwächen, den Potenzialen sowie der Vision des Unternehmens?
Wie werden sich die richtigen komparativen Wettbewerbsvorteile mit dem Blick auf den Kundenbedarf von Morgen zunutze gemacht?
Wie werden zukünftige Einflussfaktoren und Megatrends wie Digitalisierung, Nachhaltigkeit und Multikrisen berücksichtigt?
Wie transparent und eindeutig ist die Messbarkeit des Weges zur Strategieerreichung und wird dieser stetig überprüft?
Wie wird die richtige Balance aus Ambition und realistischer Umsetzung gefunden?
Von Daily Tasks zur Strategie
Ein gutes Tagesgeschäft ist noch längst kein Garant für nachhaltigen unternehmerischen Erfolg. Wer sich auf dem Erreichten ausruht, wird früher oder später von der Wirklichkeit überholt. Aus dieser Überzeugung entwickeln wir zusammen mit unseren Mandanten seit über 20 Jahren erfolgreiche Unternehmensstrategien und unterstützen die konsequente Umsetzung, um dem immer schnellen fortschreitenden Wandel zu entsprechen.
Hier kombinieren wir in Strategieworkshops den Blick auf Ressourcen und Budgets mit effektiven Entscheidungsprozessen und Ansätzen zu systematischen Verbesserungen des eigenen Potentials. Um den Erfolg der strategischen Maßnahmen und um die Fortschritte in diesen jederzeit messen zu können, formulieren wir smarte Ziele. Gemeinsam mit Ihnen entwickeln wir eine passende Strategie, welche die Optimierung täglicher Entscheidungsprozesse und den Einsatz knapper Ressourcen verknüpft. Im Unternehmen entsteht am Ende eine wertorientierte Kultur, die alle Bereiche und Hierarchien einschließt.
Um die Strategie mit Leben zu füllen, arbeiten wir kooperativ mit Ihrem Managementteam und unterstützen dieses dabei, sich für Veränderungsprozesse stark zu machen.
Financing & Corporate Finance
Forward-looking financing strategies
In our experience, companies need financing solutions that are tailored to their current situation and long-term strategy. Maximum flexibility in terms of stability, security, and flexibility of the financing structure are equally important for success.
When it comes to financing projects, the structure of the financing is often underestimated. In addition to a presentation of the management, the appropriate company values, and targeted collateral structures, each financing partner should be seen as a valuable supplier or specialist supplier to your company. The management of the partners should also be seen as a sales process.
Wir können mit unserer Kombination aus strategischer Weitsicht, langjährigen Finanzierungs-Know-hows mit hoher Umsetzungskompetenz sowie etablierten und persönlichen Netzwerken im Finanzierungsumfeld überzeugen. Insgesamt können wir so Lösungen ermöglichen, die eine stabile Unternehmensentwicklung gewährleisten und insbesondere nachhaltig tragen.
Succession & Shareholder Strategy
The reliable structure for securing the long-term success of your company
As an entrepreneur, you have worked hard for your family business over many years to create value that must be preserved. Handing over your life’s work to a suitable successor plays a particularly important role in this process.
Together, we develop concepts, strategies, and solutions for the transfer of the business, the retention of key employees, and the planning of the company’s development. We understand succession to mean more than just handing over to the next generation—your holistic shareholder strategy is important to us. Developing suitable investment concepts can also be an important step for the long-term growth and development of the company. In addition to investment models and corporate structures, we also focus on strategies for asset accumulation and protection in line with your personal goals and expectations.
Shareholder strategy
What conditions and structures should you put in place today to achieve your long-term goals as a shareholder? How can you harmonize the development of your company with your personal life goals?
Securing assets and capacity to act
How can you sustainably secure your accumulated assets while taking into account business risks and external factors? What precautions should you take to ensure your ability to act and the successful continuation of your business even in an emergency?
Equity participation program
What development opportunities can your company offer future managers in order to motivate them in the long term and retain them in your company? How can you secure access to important market segments through strategic partners?
Succession
How can potential candidates for company succession be developed early on and systematically? How can a structured and successful handover to the next generation be achieved while maintaining family harmony?
For successful implementation, inheritance and gift tax implications as well as corporate and civil law issues must be considered, among other things. As specialists with proven experience in the SME sector, we have the necessary sensitivity and experience to manage the entire succession process in a goal-oriented manner, working closely with your tax and legal advisors. In special cases, suitable specialists from our network can be called in to work with us to find a solution that meets your specific requirements.
Innovation & funding advice
One step ahead – with comprehensive innovation consulting and tailor-made funding programs
In increasingly dynamic times, standing still can be synonymous with falling behind – the ability to continuously develop and innovate is therefore becoming an irreplaceable driver of success. Only with effective innovation management can new product, process, or service ideas be systematically generated, developed to market maturity, and established on the market.
As experienced sparring partners, we take a holistic view of innovation management and base our approach on solutions. In particular, the systematic and open-ended generation and channeling of innovative ideas throughout the company must be integrated as a guiding principle of innovation management.
Als erfahrene Sparringspartner verstehen wir Innovationsmanagement ganzheitlich und legen einen lösungsorientierten Ansatz zugrunde. Hierbei ist insbesondere eine systematische sowie ergebnisoffene Generierung und Kanalisierung innovativer Ideen im gesamten Unternehmen als Leitschiene des Innovationsmanagements zu integrieren.
Together, we create the framework for the successful development of innovations and tailor-made funding and grant programs, supporting these through a combination of sustainable financing and close implementation support throughout the entire process.
The diverse range of funding providers and seemingly high bureaucratic requirements deter many small and medium-sized enterprises. Thanks to i-strategy’s many years of experience in the field of funding consulting and our network built up over more than 20 years, we have direct contact with many funding institutions and work closely with our contacts. This trusting cooperation in particular enables us to discuss even abstract development ideas with the funding agencies anonymously in the first step.
Start-up and founding consulting
Support through expertise tailored to your business model and relevant network
Whether it’s a first business venture, a start-up, or a spin-off, young companies differ fundamentally from established companies in many ways and require a unique consulting approach. Experience shows that three factors are crucial for successful market entry and sustainable corporate development:
1). A marketable and financeable business model forms the basis of every start-up. Developing a robust business case based on the initial business idea is essential.
2). Reliable, integrated business planning for the first few years provides orientation and helps you operationalize your growth targets.
3). Relevant market access and proven solution partners from politics and SMEs are the catalyst for a sustainable growth strategy.
As experienced sparring partners, we also ask critical questions to provide targeted support in the development and establishment of the business model. With our dynamic ecosystem of specialized solution partners, established SMEs from a wide range of industries, and market access, we provide the tailwind you need to master the comprehensive challenges of the start-up and growth phases.
Integrated corporate planning
Overview and transparency for your finances
Many medium-sized companies face the challenge of knowing where they want to go but not being able to express this in figures and therefore not knowing what financial resources are required. Against the backdrop of increasingly stringent banking regulations in particular, financing partners and investors are also placing ever higher demands on a company’s planning in order to be able to assess how reliable the loans granted or to be granted are.
Integrated financial planning offers considerable added value, not only for external financing partners, but also for the management of your own company. It makes self-imposed targets, e.g., in the form of sales, earnings, or equity, measurable and offers the possibility of making adjustments during the year.
i-strategy provides comprehensive support for the creation of integrated financial plans:
– Preparation and plausibility checking of integrated P&L, balance sheet, and cash flow plans on a monthly and annual basis, both on an individual company basis and on a consolidated basis
– Debt service analyses
– Scenario/what-if analyses
– Preparation of rolling forecasts
– Key figure analysis and derivation of optimization measures
– Preparation of ongoing reports on the plans, in particular to meet the requirements of financing partners
We use a long-established, pragmatic planning system and guide companies through the financial planning process in a targeted manner without tying up significant internal resources.
The planning system used follows the established “principles of proper planning” of the BDU industry association and meets the requirements of the financing partner, which is regulated by the German Banking Act.
For internationally positioned companies, integrated planning in accordance with both HGB and IFRS accounting standards as well as corresponding reconciliation statements are possible. Our planning team has a valid “Certified IFRS Account” certification for this purpose.
Healthcare Finance
The i-unit group's healthcare team has many years of experience in a wide range of corporate situations, which sets it apart when it comes to implementing corporate and financing strategies.
For companies in the healthcare industry, legal requirements are constantly increasing and are not becoming any simpler with increasing regulations. At the same time, ever larger associations of providers with different refinancing arrangements are emerging. With specialized industry expertise, we support you with a vital network of solution partners in strategic planning and in the various phases of your business. Our industry focus is on hospitals, medical care centers, outpatient networks and medical care, nursing facilities, the pharmaceutical industry, and medical device manufacturers.
Strategy & Financial Planning
Is your planning future-proof? Are you keeping an eye on balance sheet developments, and does your planning fit in with your strategic goals and current hospital planning? Strategic planning is the first step and therefore forms the basis. Integrated multi-year planning must take your strategic corporate planning into account and make the success of this planning clear. Components include ongoing liquidity planning, P&L updates, and balance sheet effects. The planning parameters are clearly structured, comprehensible, and automatically adjustable, allowing scenarios for different business developments to be derived in a standardized manner.
(Organic) growth & strategic acquisitions
Does your business plan include a growth strategy based on profit centers? A separate business case for each business area supports you in your strategic decisions and implementation, such as when establishing medical centers or expanding locations. The business case must be taken into account in multi-year planning in order to keep an eye on the entire company. Financing structures and implementation of measures are essential and are part of the process flow.
Commercial processes & optimization
How many reports do you create for your employees, business partners, and supervisory bodies? Your requirements and those of your addressees are constantly changing. The goal should be to meet these requirements with a uniform process in a tailor-made company report. On this basis, further measures such as liquidity protection and investments can be mapped.
Investments & Construction
Financing requirements are becoming more extensive. It is therefore advisable to arrange financing with various partners at an early stage. A neutral third party can mediate in negotiations. In project financing, the use of equity capital and the choice of external financing are crucial. Timely consideration allows the various options to be managed. Centralized, digital storage of all necessary documents makes it possible to quickly and easily involve additional partners.
Economic pressure, risks, and crisis situations
Are your supervisory bodies or business partners uncertain about the economic situation? Discussion and analysis with the target group is the first step toward regaining trust. This ranges from explaining the current situation to structured future concepts and IWD S6 expert opinions.
Our focus is on providing comprehensive advice and long-term support for your company in the healthcare industry. We look forward to working with you to implement your projects competently and are at your disposal with the entire i-unit-group network.
Real Estate Finance
Comprehensive solutions for real estate financing
Project developers and other players in the real estate industry are currently facing many obstacles when it comes to financing their properties. Companies are confronted with increasing requirements for equity capital and documentation in a dynamic and uncertain market environment. At the same time, financing costs and margin expectations are rising, while stricter regulations are increasing documentation requirements. i-strategy supports its clients in the structured financing of their projects, both before and during development, as well as in refinancing or portfolio financing. Our experienced team offers a full range of real estate financing solutions, from analysis and feasibility studies to strategy and documentation, through to leading negotiations and implementation. With our extensive network and many years of expertise, i-strategy is the ideal partner at your side.
Research and analysis
Are you looking for development potential or creative ideas for your properties? i-strategy offers location and market analysis for existing buildings as well as projects in planning and development. For this purpose, the property or land is analyzed in terms of location and desired use. Project framework data can be checked for initial feasibility with a profitability analysis and other criteria. Our team acts as a sparring partner for your project ideas and can provide a second opinion in the form of an expert opinion based on in-depth research, involving industry experts, network partners, and our own analysis department.
Financing and collateral strategy
Is your bank no longer able to approve a loan for your real estate project due to increased requirements? We work with you to develop a financing strategy based on the specific project to ensure that the financing can still be secured. For a comprehensive financing plan, we analyze the project together with you in line with market requirements and then structure it accordingly. This includes the bank-compliant preparation and plausibility check of the financing requirements, the coordination and optimization of collateral and other relevant parameters. To achieve the right financing mix, we work with you to identify potential partners from the i-unit network, coordinate them accordingly, and develop an approach strategy.
Financing files & documentation
The requirements for the data to be submitted are increasing significantly, particularly in the case of new financing partners and due to regulatory requirements. Projects must be prepared and presented in such a way as to convince both the market and the back office. To ensure that the property is presented to financing partners in a manner appropriate for banks, a data requirements list tailored to your project is prepared via our digital data room. Based on the documents you provide, we prepare a teaser for the property, a project-related debt service analysis, and further documents to ensure a tailor-made financing strategy. The exchange of documents takes place via the cloud, both with you and with our partners.
Lead negotiation & process management
The desired customer approaches can often be refined in discussions with financing partners. That is why we take the lead in approaching potential financing partners and managing the entire process in order to best meet your requirements. We communicate closely with you throughout this process. If necessary, we coach you in relevant communication skills for dealing with financing partners. For larger projects or when involving various financing partners, we structure the establishment of a financing consortium in accordance with your requirements. We are continuously at your side as a sparring partner and project manager. We take care of the contract negotiations for the implementation of the financing and actively help to design the term sheet for an optimal financing solution.
Financing and solution partner network
Are your trusted project financiers unable to support your next project due to various market requirements? i-strategy’s broad financing network consists of mezzanine, equity, and debt financiers, as well as specialist financiers. The international platform of financial institutions, entrepreneurs, and public institutions is addressed. Upon request, other service providers can be approached and involved from among our proven and established partners, including project developers, experts, and energy consultants, depending on the requirements of the project.
Controlling and project management
Sustainable development requires continuous support beyond the initial financing, including assistance with further financing stages and fund calls. As an independent sparring partner, i-strategy offers you targeted project management that includes precise control of the entire financing process and regular communication about the project status. This ensures smooth cooperation with stakeholders and the negotiation of optimal financing conditions to maximize the success of the project.
We are happy to assist you with any questions you may have about real estate. Contact us and we will find a solution for you.
