ADVISORY & CONSULTING
Costa Rica
CONTENT
WHY BDO?
u u u u u u u
OUR TEAM
CONTACT US
BRAND ATTRIBUTES
[click on each title to go to the page]
CORPORATE FINANCE M&A AND TRANSACTION ADVISORY STRATEGY & TRANSFORMATION RISK ADVISORY FAMILY BUSINESS ADVISORY PUBLIC SECTOR DIGITAL TRANSFORMATION SERVICES
Global / Americas / Costa Rica
US$ 9.6
GLOBAL REVENUE
167
Countries & Territories
1,809
Offices
88,120
5
+75
Global employees
Latin America
+5,150
23
Professionals
Countries in LATAM
BUSINESS LINES
Partners & Professionals
- AUDIT & ASSURANCE - TAX - BUSINESS SERVICES & OUTSOURCING - ADVISORY & CONSULTING - LEGAL
+63
BILLION
Americas
+32,100
973
Countries in America
40
Our vision is to lead in exceptional client service and this means a focus on quality, to ensure a consistent delivery of exceptional service to all our clients. Our aim is to always satisfy our clients’ needs, through a combination of Deep knowledge of the local market, experience and technical global abilities of the industry. Our top priority is to be clear, open and fast in all our communication. We are committed to providing high quality service to our clients, through efficient, constructive, viable and opportune solutions, adapted to their particular needs.
1
2
3
4
VALUE
X
COMMUNICATION
CLIENT NEEDS
commitment
PEOPLE
Advisory & Consulting
Our Team
Gerald Hernández
Advisory & Consulting Partner
ghernandez@bdo.cr
Javier León
Advisory & Consulting Director Partner
jleon@bdo.cr
Jessie Bergueiro
Advisory & Consulting Manager
jbergueiro@bdo.cr
At BDO Central America (Costa Rica, Panama, Nicaragua and Honduras), we are focused today on the development of strategies for tomorrow. We are different, our services as advisors and consultants is focused on knowledge, we design tailored strategies to help you in your challenges or reconfigure transforming your business structure from the traditional to the disruptive to continue with the dynamic growth of your company in a stable manner. We analyze, design and transform companies delivering solid results that put your business on the list of the strongest and recognized competitors in your industry.
OUR MAIN SERVICES
Corporate Finance M&A and Transaction Advisory Strategy & Transformation Risk Advisory Family Business Advisory Public Sector Digital Transformation
CORPORATE FINANCE
Derived from growing competition in the business environment, companies need constant professional reviews of their corporate finances, it is increasingly necessary to count on adequate support to make crucial decisions. To always take the best option, at BDO Central America (Costa Rica, Panama, Nicaragua and Honduras) we put at your disposal a team of highly qualified professionals with the necessary experience that your business demands. We work with our clients in order to help them get the capital they need, whether through financing or leases with banks or specialized companies in the industry; always considering the best options that represent an accessible and adequate cost for each organization.
OUR SERVICE INCLUDES
Financial Strategy and Transfer Pricing Corporate performance analysis Capital raising Non-traditional financing strategy Optimization of the capital structure Business Valuation Review of financial process
M&A AND TRANSACTION ADVISORY
Before diving into the depths, you must have a good diving equipment. At BDO Central America (Costa Rica, Panama, Nicaragua and Honduras), we help our clients ensure that their mergers and acquisitions strategy align with their business strategy and objectives. We help them determine the correct M&A structure to follow and identify and evaluate scenarios based on the strategic objectives and then make the decision to go out and look for prospective companies to buy or merge. BDO Central America actively participate in transactions such as strategic alliances, mergers, acquisitions and sales or business demergers that could represent an opportunity for our clients. The team of professionals at BDO Central America, have more than 21 years of experience rendering services related to Corporate Finance; where will give you the necessary support to maximize these opportunities by acquiring effectiveness in resources and higher yields.
Strategy to sell, acquire or separate business Financial, fiscal, legal, commercial, operational and/or technology due diligence Carve-outs support Price strategy and transaction taxes M&A Post-Integration (PMI)
u u u u u
STRATEGY & TRANSFORMATION
We help our clients optimize their performance and reactivate growth; looking for new business opportunities with an overview of global trends. Companies must accurately calibrate their current mix of assets, capabilities and processes. BDO Central America (Costa Rica, Panama, Nicaragua and Honduras) combine digital with experience in resource allocation, performance improvement and new market opportunities to strengthen companies and create sustainable value.
Planning and Strategy in the short and medium terms Trends and Opportunities Strategy Restructuring Portfolio and Resources Business Transformation Model Design Growth and Innovation Strategy Digital Transformation Strategy
u u u u u u
RISK ADVISORY
Markets and companies are immersed in increasingly complex and changing environments. There are new and dynamic risks threatening the achievement of the strategic objectives of companies, where is demand more information, transparency, and good corporate governance. In this context it the collaboration of experts becomes increasingly necessary for the integral management of corporate risks to protect and improve the value of your brand and the efficiency of your business. For this purpose, BDO Central America (Costa Rica, Panama, Nicaragua and Honduras), from Risk Advisory division, offers our services in the field of internal auditing, risk control and management, regulatory compliance and operational improvement.
u u u u u u u u u u
Internal Control and Risk Management Internal Audit Computer Auditing, Security & IT Risk Management Regulatory Compliance Corporate Governance Policy, process, and controls Antifraud program Experts and Litigation Support Quantification of data and damages Special forensic audit
FAMILY BUSINESS ADVISORY
With entire discretion, we assist families in all matters related to the ownership of family businesses, including planning, succession process, governance, structuring and fiduciary services, risk management and a wide range of corporate finance advice with the integrity and discretion that characterizes us in BDO Central America (Costa Rica, Panama, Nicaragua and Honduras).
Financial Succession Plan and Corporate Governance M&A – Divestment Family Negotiation Capital Investment
u u u u
PUBLIC SECTOR
At BDO Central America (Costa Rica, Panama, Nicaragua and Honduras), we help government leaders, donor and financial organizations to set up development programs and strategies that yield tangible results quickly and improve the lives of millions of citizens.
Public finances Tax Legal Framework for public contracts from the state perspective Due Diligence for procurement and acquisitions Study of "Viability" and / or "Estimated Price" for public contracting Modernization and institutional strengthening (Digital Transformation) Project management Advice on Local Governments Application of NIC-IFRS for the Public Sector Advice on the configuration of Public-Private Partnerships for works and services
u u u u u u u u u
DIGITAL TRANSFORMATION SERVICES
BDO Central America (Costa Rica, Panama, Nicaragua and Honduras), help you grow your Digital Coefficient (DQ) of your business, providing analysis and design digital models of business management tools (ERP, CRM, BI, Treasury, among others.), applying Artificial Intelligence according to the platform. We can automate repetitive processes with minimum added value through robotic solutions (RPA), which will allow us to increase efficiency and reduce costs.
Digital Project Management Artificial Intelligence & Machine Learning RPA (Robotic Process Automation) Data Analytics
BDO Auditores, a Costa Rican company, is a member of BDO International Limited, a UK company limited by guarantee, and is part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms. Copyright © February, 2020, BDO Auditores, S.A. All rights reserved. Published in Costa Rica. www.bdo.cr
Oficentro Ejecutivo La Sabana Building 6, 5th Floor San José, Costa Rica
Tel: +506 2231 7060 Fax: +506 2231 7000
Paseo Colón Torre Mercedes, Floor 8 San José, Costa Rica
Tel: +506 2248 0808 Fax: +506 2248 1441
www.bdo.cr www.bdo.global
