Financial Consulting and Advisory Services
Our financial consulting services are tailored to address the unique challenges faced by tech startups. Our expertise includes Financial Modeling and Planning, Funding and Investment, Accounting and Bookkeeping, Tax Strategy and Optimization and Wealth Management
We offer comprehensive Personal Financing Services designed to help individuals achieve their financial goals. Whether you're looking to consolidate debt, plan for retirement, or secure a mortgage, our expert team is here to provide personalized solutions that meet your unique needs.
Customized Financial Planning
Debt Consolidation and Management
Ongoing Support and Education
Plan Smart with Our Core Financial Planning and Services
Financial Forecasting & Budgeting
We turn business ambitions into measurable financial plans, our forecasting and budgeting services offer a structured approach to financial goal-setting and tracking.
Capital Structuring & Funding Advisory
Maximize funding and capital structure opportunities with our targeted advisory services. We work closely with you to find the most efficient financing options for sustainable growth.
Risk Management & Compliance Planning
Protect your business from unforeseen risks and stay compliant with evolving regulations. Our Risk Management and Compliance Planning ensures you are well-equipped to handle both financial and operational risks.
Sustainable Growth with Strategic Financial Planning
We build a financial strategy for tech startups as they navigate the challenges of growth, investment, and market expansion. From securing funding to optimizing cash flow, we offer comprehensive solutions that set the foundation for sustained success.
- Funding Source Analysis
- Capital Structure Optimization
- Investor-Readiness Preparation
- Revenue Stream Analysis
- Pricing Strategy Optimization
- Recurring Revenue Planning
- Growth Scenario Planning
- Cash Flow Forecasting
- Expense Forecasting
- Expense Tracking & Benchmarking
- Lean Operations Strategy
- Vendor & Supplier Negotiation
- Liquidity Planning
- Working Capital Management
- Cash Flow Cycle Analysis
- Financial Risk Assessment
- Cybersecurity & Data Protection
- Compliance Strategy Development
- ROI Analysis for Capital Projects
- R&D Investment Planning
- Expansion Capital Planning
- Exit Option Analysis
- Valuation Preparation
- Strategic Partnerships for Exit Readiness
- Goal-Oriented Metric Identification
- Data Visualization & Reporting
- Continuous Improvement Framework
Secure Your Legacy with Succession Financial Planning
Don't leave your business's future to chance. Partner with us to create a tailored succession financial plan that protects your legacy and ensures continued success.
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Developing a comprehensive family governance structure
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Establishing a clear succession timeline
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Creating trusts and estate plans to minimize tax implications
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Educating family members on business operations and management
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Identifying and developing key management talent
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Structuring financial arrangements for management buyouts
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Negotiating valuation and purchase agreements
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Ensuring continuity of business operations
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Identifying potential buyers and facilitating introductions
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Conducting valuation and due diligence
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Negotiating sale agreements and terms
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Ensuring a smooth transition for employees and customers
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Designing and implementing an ESOP structure
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Determining company valuation and contribution levels
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Ensuring compliance with regulatory requirements
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Transitioning ownership to employees while maintaining business continuity
Family Succession Planning
Ensure a seamless transition to the next generation with our family succession planning services. This includes:
Management Buyout (MBO) Succession Planning
Empower your existing management team to take ownership with our MBO succession planning. This involves:
External Succession Planning (Third-Party Sale)
Maximize your business's value through a strategic sale to an external party. Our external succession planning services include:
Employee Stock Ownership Plan (ESOP) Succession Planning
Reward your employees and create a sustainable future with an ESOP succession plan. This includes:
Our client say
Switzerland
Michel Bielecki
CEO & Co-founder of Testasy
“O16 Labs ultimately delivered a working product, allowing me to launch a unique service worldwide. The team was quite responsive, transparent and supportive throughout. They all worked really hard and fast, demonstrating amazing ability to deliver market-ready MVP swiftly”
greece
George Bardakis
Digital Communications Director, Bet Comrade
“O16 Labs worked tirelessly and consistently throughout the project collaboration, always ensuring high-quality outcomes. The team is always responsive, available and effortlessly accommodates to concerns and queries, thus providing top-tier assistance. Their skills, responsiveness and impeccable communications surpassed clients’ expectations.”
Spain
Nicolas Adolph
Founder of DocuDoc
“The outcome of partnering with O16 Labs has been highly favorable. The team is agile and utterly collaborative from a project management point of view. Internal stakeholders were impressed by the service provider’s patience and professionalism.”
Pakistan
Waseem Sindhu
Director of Technology from a Digital Marketing Agency
“Thanks to the work from O16 Labs, the client reached a whopping 200,000 downloads just within two months and secured 10,000 active monthly users. They communicated actively and effectively via Slack and Trello. Their transparency and project management styles have been hallmarks of their work.”
Washington
Woodrow Jones
Co-founder and CEO of Vibecoin
O16 Labs have all it takes to meet clients’ expectations in terms of process and delivery timelines. The team remained highly responsive and offered expert consultancy on app development. Their ability to listen and adapt to clients’ suggestions is highly plausible, allowing them to further extend their expertise in blockchain development.”
Dallas, Texas
Stephanie Phillips Fokas
Director of Patient Advocacy, Overwatch Digital Health
“Ever since O16 Labs took over the project, deliverables have been outstanding. The team is well-versed, fully-prepared and actively participates in meetings. Their sense of urgency and grasp on a project is fantastic.”
Protect Your Wealth with Tax and Estate Planning
Are you optimizing your tax strategy and securing your legacy? Our expert tax and estate planning services ensure you minimize tax liabilities, maximize wealth transfer, and protect your assets for generations to come.
Business Owner Tax Planning
Optimize your business's tax strategy with our expert services, including:
- Entity structuring and restructuring for tax efficiency
- Income tax planning and minimization
- Capital gains tax planning and management
- Succession planning and business continuity strategies
High-Net-Worth Individual Tax Planning
Protect your personal wealth with customized tax planning, featuring:
- Income tax optimization and minimization
- Estate and gift tax planning and mitigation
- Charitable giving strategies and philanthropic planning
- Tax-efficient wealth transfer and inheritance planning
Trust and Estate Planning
Secure your legacy with our comprehensive trust and estate planning services, including:
- Revocable and irrevocable trust creation and management
- Will and probate planning
- Powers of attorney and advance directives
- Estate administration and settlement support
International Tax and Estate Planning
Navigate complex cross-border tax implications with our expert services, featuring:
- International tax compliance and reporting
- Foreign asset protection and optimization
- Global estate planning and wealth transfer strategies
- Expatriate and inpatriate tax planning
Financial Planning Roadmap Creation
Take control of your financial journey with a customized roadmap that guides you towards achieving your goals. Our financial planning roadmap creation process is designed to help you parse challenges of financial planning and create a clear plan for success.
01 Define Financial Objectives and Goals
We start by understanding your business goals—whether they involve growth, risk management, profitability, or market expansion. We then translate these objectives into measurable financial targets that align with your strategic vision.
- Goal Alignment
- Prioritization
02 Assess Current Financial Health
We start by understanding your business goals—whether they involve growth, risk management, profitability, or market expansion. We then translate these objectives into measurable financial targets that align with your strategic vision.
- Financial Statement Review
- Operational Efficiency Analysis
03 Develop Forecasts and Budget Projections
With insights into your current financial state, we create detailed forecasts and budget projections that support your growth objectives and allow for informed decision-making.
- Revenue & Expense Forecasting
- Budget Creation
04 Identify and Mitigate Financial Risks
To protect your business from potential disruptions, we identify financial risks and develop strategies to mitigate them effectively.
- Risk Assessment
- Contingency Planning
05 Implement Strategic Initiatives
Once the roadmap is established, we work with you to implement strategic initiatives that align with your financial objectives, ensuring that all teams are engaged and aligned.
- Resource Allocation
- Milestone Setting
06 Monitor, Review, and Adjust
A financial plan is only as effective as its adaptability. We conduct regular reviews and make necessary adjustments to ensure your roadmap remains aligned with evolving business goals and market conditions.
- Performance Tracking
- Plan Adjustments
Our Financial Consulting Services Cater to Small Businesses and Large Enterprises
Financial Health and Wellness Solutions
Our comprehensive financial planning services cover businesses and individuals for a safer, securer future.