FAQS
What is the philosophy behind Limone Advisory?
At Limone, our motto is «Numbers with meaning, businesses with purpose.» We are not a consultancy that produces abstract reports; we integrate a high-level strategic vision with real-world, hands-on operational execution, working side-by-side with your team so that your financial strategy is not just a plan, but a tangible reality in the day-to-day operations of your business.
How can I start a project with Limone?
We invite interested companies to schedule an initial consultation. You can contact us directly via our WhatsApp button or by completing the contact form.
Do you offer any kind of free initial assessment?
Yes. We offer a free financial diagnostic to understand your company’s current financial management situation. This allows us to quickly identify critical areas, detect opportunities for improvement, and evaluate how our intervention can provide immediate value to your organization.
Fractional CFO (External Financial Management)
What does a Fractional CFO bring to my company?
Access to the experience and strategic vision of a senior CFO without the fixed costs of a full-time structure. We help with cash flow planning, budget control, and improving operating profitability, among other things.
What is the onboarding methodology?
We adopt a hands-on approach: we begin by integrating with your management team to understand the actual operations, simultaneously aligning our financial strategy with your overall business objectives. We have standardized plans to cover different scopes.
How do I know if the Fractional CFO service is right for my company?
The service is appropriate for any company that doesn’t have a CFO, or that has a CFO but needs additional support due to workload or profile requirements. We typically work with companies at turning points where their internal financial management needs a significant professional upgrade:
- Organizations facing profitability challenges
- Companies experiencing rapid growth
- Businesses seeking financing or investment
- Companies undergoing professionalization
When is a valuation necessary?
It’s essential for sales, investment rounds, bringing in new partners, tax and compliance matters, or simply to understand the true value of your intangible assets. We provide an objective and well-founded perspective.
What does this process include?
We comprehensively analyze the business and its assets using rigorous methodologies, offering a complete valuation report based on international standards. We also evaluate the economic viability of specific investment projects to determine their return potential.
How do you prepare my company for an M&A process?
We conduct an M&A Readiness Gap Analysis to identify the gaps between your current situation and market demands, allowing you to address them before initiating any acquisition process.
What role do you play in the transaction?
We act as comprehensive advisors (Deal Advisory), guiding the strategy throughout the negotiations and ensuring that all documentation and the integrity of the process are aligned with the success of the transaction.
What financing options do you manage?
We manage the search for and processing of both private financing (banks or investment funds) and public financing (grants, subsidies, and government loans).
What is the work process like?
We operate on a success fee model. We handle the preparation of all technical documentation, with support from the company’s departments, present the project to funders, and lead the negotiations to maximize the chances of approval.
What differentiates this management approach from the traditional role of an external CFO?
While an external CFO focuses more on short- and medium-term financial operations (P&L, cash flow, cost control), our Business Wealth Management service specializes in optimizing the company’s balance sheet. We analyze how capital, excess cash, and the company’s own assets can be managed more efficiently so that the balance sheet is not just an accounting snapshot, but a driver of value for the company itself and its shareholders.
What is the objective of this management approach?
The objective is to transform idle cash and underutilized assets into resources that support the company’s growth strategy and resilience. We help define corporate investment policies that minimize risk, maintain the necessary liquidity for operations, and ensure that share capital is aligned with long-term expansion and financial stability objectives.
Why is it crucial to digitize the finance department?
Digitalization eliminates repetitive manual tasks and human error, enabling a transition to a scalable, automated reporting and management control system.
Do you help with the technical implementation?
Yes. We don’t just design the process; we select and implement the digital tools that best suit your needs, ensuring your team knows how to use them to obtain real-time data.
What does your ESG Finance consulting entail?
We help integrate sustainability criteria (environmental, social, and governance) into your financial strategy, enhancing your reputation with investors and facilitating access to sustainable financing.
How do you assess the overall strategy?
We conduct an in-depth financial assessment to evaluate the health of your business model, identifying hidden risks and strategic growth opportunities that often go unnoticed.
What type of training do you offer?
100% customized financial training. We don’t believe in standard courses; we analyze your team’s specific needs and design a training program focused on addressing those gaps.
How do you guarantee its usefulness?
We combine theory with real-world, on-the-job practice. We work with your company’s own data and processes, ensuring that the knowledge gained has immediate application and generates greater efficiency.