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