Financial Advisory and Transaction Integration


Financial Advisory and Transaction Integration

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More often than not, mergers go wrong in post-merger integration

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Financial Advisory and Transaction Integration

A business competency is in many ways driven by an analytical review of how it is managed. Occams helps our clients by a thorough review of their process efficiency, fraud prevention, operational effectiveness, internal and risk controls and compliance with diverse regulations. Occams enables boards and senior managers in running the organizations by helping in protecting shareholder value. We focus on providing tangible value from a review process. We use our expertise, in compliance and operational efficiency, to help drive outcomes from evaluations.

As financial advisors, we serve as our clients’ planning partners, taking on their goals as our own. We work to understand the financial health of our client’s company so that we can be better informed before offering our expertise. We then clarify our client’s assets, liabilities, income and expenses, understand our client’s risk tolerance and risk capacity, and gain a thorough understanding of our client’s business. We enter a dialogue to determine what our client’s investment preferences are and other financial management considerations. Together, we synthesize a plan to meet our client’s financial goals. We remain available to clients after the closing of their project to minimize the impact of any future pitfalls. Our advice is tailor-made for each client and we guarantee a seamless result at the end of the day.

Awards in 2023

Deep Insights

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Occams Advisory: Key Takeaways from Our CEO’s Interview on PayPod

We’re thrilled to share that our CEO, Anupam Satyasheel, recently participated in the PayPod podcast, a leading source for insights in the payments and fintech sectors. During the engaging conversation, Anupam offered valuable insights into our core principles...

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How Occams Advisory Can Unlock Your Innovation Potential With Research...

Fueling innovation is the lifeblood of businesses, but the financial burden of research and development (R&D) can often act as a roadblock. Enter the R&D Tax Credit, a powerful government incentive designed to supercharge your innovation engine by rewarding R&D...

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Avoiding ERC Fraud and Staying Compliant: Your Guide to Occams ERC Audit Advisory

The Employee Retention Credit (ERC) provided a crucial lifeline for many businesses struggling during the pandemic. However, concerns about fraudulent claims and complex eligibility requirements have cast a shadow. With the IRS’s new Voluntary Disclosure Program (VDP) and withdrawal process,...

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