Advisory Process - Amani Partners

Advisory Process

Client service delivery is a personal & professional business relationship and an ongoing conversation.

1

New Client

Formal Process

Internal Documentation

Due Diligence List
Non-Disclosure & Confidentiality
Service Agreement
Invoice

2

Intro Meeting

Screening Criteria

See Investment Scope

Our target is corporates with enough cash flow and assets to expand operations. In addition, willingness of owners to allow external advisors into their operation.

3

Client Engagement

Formal Process

Paid for Services

Due Diligence List
Business Plan / Deck
Audited Financials (2 – 3 yrs)
Financial Projections (5 yrs)
Legal Doc Review