Value-based Management

Increasing your company's value is a high priority for you as a business leader. To increase the value of your company, you need to know how to establish value-enhancing strategies, assess financial value creation, optimize operational financial management and set effective incentives.

Capabilities & Collaboration

Our Value-based Management approach is based on many years of experience and ensures that you have a clear understanding of your current financial performance and can make informed decisions that improve financial value creation. We support you in aligning your strategy with value creating; actively measuring and managing your financial performance; allocating capital efficiently; and engaging in targeted investor communication. Our experts take into account the specific situation of your company and provide you with actionable advice to drive financial value creation in your company.

Value-based Strategy Review & Target Setting

To ensure the sustainable profitability of your company, strategy must be aligned with financial value creation. We support you throughout the strategy process with our many years of expertise:

Value-based Strategy Review

Analysis of your strategic objectives from the perspective of financial value creation based on our expertise and analysis of peers and financial market data. Through our analyses, you will learn whether and how your strategy creates financial value.

Target Setting

We support you in defining financial goals that ensure the long-term financial value creation of your company.

Value-based Portfolio Review

Informed strategic investment and divestment decisions regarding shareholdings or individual business units rely on a thorough analysis of the financial value contribution of these units. We carry out a comprehensive assessment of the financial value creation of your shareholdings or business units, creating a reliable basis for your investment and divestment decisions.

Economic Profit & KPI Framework

The establishment of economic profit as the key performance indicator (KPI) of value-based financial management forms the basis for assessing financial value creation and deriving driver-based KPIs. We support you in defining economic profit and customized, driver-based KPIs for your company. This enables you to actively and proactively manage financial value creation via your key financial drivers.

Financial Reporting & Benchmarking

The design and quality of financial reporting significantly influences the quality of strategic and operational corporate management. Our experience shows that financial reporting is often not adequately aligned with the value drivers of financial value creation, which leads to inadequate reporting for financial corporate management. In order to put current and planned financial performance in the right context, benchmarking against peer companies is also essential. We support you in aligning your financial reporting with financial value creation and show you the financial performance of your company within your industry in a transparent manner.

Operational Financial Management

Implementing value-oriented, financial management affects the entire organization. This means that rigorous implementation of value-oriented principles in day-to-day business is essential. We would gladly accompany you on this journey and help you to embed value-based management   consistently in your company:

Financial Policy

We support you in developing your financial policy to ensure that the principles of Value-based Management are effectively reflected.

Optimize Budgeting, Forecasting and Reporting

We help you optimize processes for budgeting, forecasting and monitoring. In this way, you ensure that you have the best possible basis for effective financial management — efficiently prepared and quickly available.

Investment Controlling

We develop and implement standardized valuation tools to effectively assess, evaluate and monitor investments. Our experts will help you select the right evaluation methods and criteria. Systematic monitoring and evaluation of your investments helps you identify opportunities, minimize risks and ensure the long-term success of your company.

Value-based Training

Employee acceptance and understanding is decisive for the successful implementation of Value-based Management. We conduct comprehensive training programs to embed a common understanding of financial value creation in your company.

FX Risk Management

The correct handling of risks arising from foreign currencies reduces currency-related volatilities, creates planning security and room for manoeuvre and can therefore significantly influence a company's success. Understanding the effects of currency risks and assessing your company's risk-bearing capacity is crucial in order to establish effective FX Risk Management. We analyze the impact of currency risks on the business model, income statement and balance sheet and develop solutions for managing currency risks based on risk-bearing capacity.

Incentive Model Design

We review and revise your incentive models to ensure that they are geared toward long-term and sustainable financial value creation. Based on specific analysis and our experience, we develop tailor-made incentive models that optimally support the improvement of financial value creation and long-term corporate goals.

Investor Communication

Communicating your strategic goals effectively to investors is critical to credibly convey your ambition to create financial value. This ensures that your internal objectives are reflected in external perception and assessment. We help you to tailor investor communications to your strategy and financial value creation.

Our Approach — Your Benefits

graphic explaining the value-based management processgraphic explaining the value-based management process

Increasing value and success through Value-based Management

With the introduction of Value-based Management, you benefit from a number of significant advantages. You establish a reporting system that consistently focuses on economic value creation and its drivers - without "room for excuses". Use your capital efficiently and make investment decisions that actually create value. Increasing your financial value creation enables you to build up an appropriate debt capacity. This gives you strategic and financial flexibility. In addition, you strengthen your position in the market through a credible equity story, which in turn leads to an increase in your company value. Discover how Value-based Management can sustainably advance your company and secure you a competitive advantage.

Client Projects Value-based Management

16/12/2024

Fairness Opinion on the assessment of the financial adequacy of the public takeover offer by OEP 80 B.V. for the publicly held shares of Cicor Technologies Ltd.

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Technology
M&A
Equity Capital Markets
29/2/2024

Development of company-wide risk management

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Energy
Value-based Management
29/2/2024

Conception, further development and dynamization of the Group-wide liquidity cockpit

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Energy
Value-based Management
Financing & Restructuring
24/2/2022

Conception and implementation of training courses in corporate banking

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Financial Services
Value-based Management
13/1/2023

Design and implementation of training courses in corporate banking

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Financial Services
Value-based Management
10/1/2023

Development of a new allocation mechanism and determination of hourly rates for intra-group cost allocation

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Energy
Value-based Management
13/1/2023

Review of a tool for analyzing corporate clients and the determination of debt capacity

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Financial Services
Value-based Management
2/3/2023

Redesign of the enterprise risk management

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Industrials
Value-based Management
4/5/2021

Development tool for bonus calculation

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Healthcare
Value-based Management
20/8/2021

Review of risk-adjusted pricing and performance management in corporate banking

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Financial Services
Value-based Management
20/12/2021

Support in the development of a new bank strategy

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Financial Services
Value-based Management
24/2/2022

Development of a core concept for the further development of financial management

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Energy
Value-based Management
10/2/2022

Further development of the process for managing and documenting internal projects and corporate services at group level

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Industrials
Value-based Management
5/6/2020

Review of currency risk management

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Industrials
Value-based Management
5/6/2020

Development of a new bonus and employee participation program

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Industrials
Value-based Management
5/6/2020

Support of strategy review

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Financial Services
Value-based Management
21/9/2020

Assessment and redesign of the FX hedging strategy and the development of a FX policy

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Industrials
Value-based Management
22/2/2021

Development of a strategic financial planning model

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Energy
Value-based Management
4/5/2021

Development of concept for business model and debt capacity analysis

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Financial Services
Value-based Management
4/5/2021

Support for the further development of performance management

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Energy
Value-based Management
4/5/2021

Development of a FX hedging strategy as the basis for a FX policy

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Energy
Value-based Management
4/5/2021

Development of a training module on value-based management

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Healthcare
Industrials
Value-based Management
5/12/2018

Development of a concept for the further development of performance management

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Healthcare
Financial Services
Value-based Management
29/1/2019

Definition of pricing rules in corporate lending business

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Financial Services
Value-based Management
29/3/2024

Development and providing of training in corporate lending business

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Financial Services
Value-based Management
31/1/2019

Optimization of the use of resources in the branches

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Financial Services
Value-based Management
1/12/2018

Development of a new finance policy

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Industrials
Value-based Management
19/2/2019

Review of analytical approaches in corporate banking

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Financial Services
Value-based Management
5/7/2019

Review of FX-Management for VAT

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Industrials
Value-based Management
5/7/2019

Assessment and restructuring of a currency risk management system

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Industrials
Value-based Management
6/9/2019

Review and further development of value-based management

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Industrials
Value-based Management
6/9/2019

Further development of financial management at Starrag

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Industrials
Value-based Management
29/11/2019

Review of lending approaches in corporate banking

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Financial Services
Value-based Management
6/12/2019

Implementation of a new sales management approach

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Energy
Value-based Management
20/12/2019

Further development of financial management

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Real Estate
Value-based Management
3/5/2018

Development and implementation of a new reporting concept on behalf of the executive board

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Industrials
Value-based Management
7/8/2018

Risk adjusted pricing

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Financial Services
Value-based Management
3/5/2018

Treasury performance measurement

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Financial Services
Value-based Management
28/5/2018

Preparation of the valuation report relating to the merger of Altin AG and Absolute Invest AG

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Real Estate
Value-based Management
18/3/2018

Further development of the financial key figures cockpit

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Energy
Value-based Management
19/11/2018

Further development of the valuation model to assess real estate projects

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Industrials
Real Estate
Value-based Management
16/11/2018

New Performance Management at SIX

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Financial Services
Technology
Value-based Management
1/12/2018

Review of value-based performance measure

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Industrials
Value-based Management
2/3/2019

Review of Performance Management

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Industrials
Value-based Management
19/12/2016

Support for the realization of the optimization potential for all Clientis Banks

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Financial Services
Value-based Management
23/1/2017

Analysis of the current rating system

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Financial Services
Value-based Management
9/2/2017

Development of a financial policy for familea

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Industrials
Value-based Management
23/1/2017

Training in the corporate banking segment

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Financial Services
Value-based Management
27/3/2018

Development of financial policy

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Energy
Value-based Management
23/2/2017

Assessment and improvement of management reporting

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Financial Services
Healthcare
Value-based Management
19/3/2018

Assessment of the current and proposition of alternative foreign currency hedging strategies

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Industrials
Value-based Management
5/4/2018

Optimisation of resource management in the branches

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Financial Services
Value-based Management
22/3/2018

Support in the implementation of contribution margin accounting

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Financial Services
Value-based Management
5/4/2018

Review of limits within interest rate risk management

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Financial Services
Value-based Management
5/4/2018

Analysis of operating performance

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Financial Services
Value-based Management
5/4/2018

Periodical assessement of location portfolio

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Financial Services
Value-based Management
5/4/2018

Execution of a competitor screening in the corporate customer business

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Financial Services
Value-based Management
19/12/2016

Support to Privatbank Von Graffenried in the course of its strategy review

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Financial Services
Value-based Management
19/12/2016

Early warning tool for credit to small and medium-sized enterprises (SME) for Valiant Bank AG

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Financial Services
Value-based Management
19/12/2016

Development of methodology and training relating to a debt capacity concept within the corporate banking department

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Financial Services
Value-based Management
19/12/2016

New Debt Capacity Framework for UBS

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Financial Services
Value-based Management
19/12/2016

Implementation of a value based performance measurement

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Financial Services
Value-based Management
19/12/2016

Sum-of-parts valuation of the group in order to support investor communication

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Technology
Value-based Management
Valuation & Financial Modeling
19/12/2016

Development of a new compensation system

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Industrials
Value-based Management
19/12/2016

Development and implementation of a Value Based Management approach

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Healthcare
Value-based Management
19/12/2016

Development of a treasury and risk management system

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Industrials
Value-based Management
19/12/2016

Development and implementation of a Value Based financial approach

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Real Estate
Value-based Management
19/12/2016

Development of a Business Case and implementation in reporting & controlling

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Industrials
Real Estate
Value-based Management
19/12/2016

Development of a long-term business planning tool

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Energy
Value-based Management
19/12/2016

Development and implementation of a Value Based Management approach

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Industrials
Value-based Management
19/12/2016

Development of a treasury reporting framework

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Financial Services
Value-based Management
19/12/2016

Enhancement of the financial management of Emmi

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Industrials
Value-based Management
19/12/2016

Development of a budgeting tool for the entire group

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Real Estate
Value-based Management
19/12/2016

Development and implementation of a Value Based Management approach

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Industrials
Value-based Management
19/12/2016

Development of a planning tool for strategic financial planning

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Industrials
Real Estate
Value-based Management
19/12/2016

Review of FX-Management for Belimo

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Industrials
Value-based Management
19/12/2016

FX modeling for impairment testing

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Energy
Value-based Management
19/12/2016

Management of operating cost at Helsana

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Healthcare
Financial Services
Value-based Management
19/12/2016

Development of a Value Based Management approach

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Financial Services
Value-based Management
19/12/2016

Analysis of reporting currency for LafargeHolcim

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Industrials
Value-based Management
19/12/2016

Group-wide strategy analysis

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Financial Services
Value-based Management
19/12/2016

Training in the corporate banking segment

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Financial Services
Value-based Management
19/12/2016

Development and implementation of a Value Based Management approach

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Financial Services
Value-based Management
19/12/2016

Review of the goodwill impairment test and the cost of capital

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Financial Services
Value-based Management
19/12/2016

Establishment of a Value Based Management approach

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Financial Services
Value-based Management
19/12/2016

Definition of value creating target setting

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Financial Services
Value-based Management
19/12/2016

Group-wide process analysis in the credit sector

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Financial Services
Value-based Management
19/12/2016

Implementation of a new debt capacity method for the Zurich Cantonal Bank (ZKB)

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Financial Services
Value-based Management
19/12/2016

Development of concept and provision of training in the area of debt capacity

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Financial Services
Value-based Management
19/12/2016

Alignment of financial management to essential financial principle

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Industrials
Value-based Management
19/12/2016

Development of a strategic financial planning tool

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Real Estate
Value-based Management
19/12/2016

Development of a treasury and risk management systems

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Energy
Value-based Management
19/12/2016

Development and implementation of a Value Based Management approach

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Industrials
Value-based Management
19/12/2016

Realisation of a treasury audit

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Energy
Value-based Management
19/12/2016

Development of the decision basis for the structuring of FX management

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Industrials
Value-based Management
19/12/2016

Realisation of a treasury check-up

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Industrials
Value-based Management

Contact us

Christian Hirzel
Partner
Dr. Thomas Vettiger
Managing Partner, Co-Founder
Noel Sager
Manager
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