Financial Strategy & Advisory
Build financial clarity, optimize cash flow, and create sustainable growth strategies for your business.
Financial Strategy & Advisory
Every business decision is ultimately a financial decision. At Arizen, we help Brazilian SMBs move from reactive bookkeeping to strategic financial management.
What We Do
- Cash Flow Optimization — Identify bottlenecks, improve collection cycles, and build working capital buffers that let you invest in growth.
- Financial Planning & Analysis (FP&A) — Monthly dashboards, rolling forecasts, and scenario modeling so you always know where you stand.
- Capital Structure Advisory — Evaluate debt vs. equity, negotiate better terms with banks, and structure financing that aligns with your growth timeline.
- Tax Strategy — Work with your accountant to identify legal tax optimization opportunities under Brazilian tax law (Simples Nacional, Lucro Presumido, Lucro Real).
- Valuation & Exit Planning — Understand what your business is worth and what drives that value, whether you plan to sell, merge, or pass it on.
Who This Is For
Business owners who feel like they are flying blind financially. Companies doing R$2M–R$50M in annual revenue that have outgrown their bookkeeper but are not ready for a full-time CFO.
How We Work
We start with a financial health assessment — a deep dive into your P&L, balance sheet, cash flow, and unit economics. Within two weeks, you get a clear picture of where you are, where the risks live, and what the highest-leverage financial moves are.
Then we build a 90-day financial action plan and work alongside your team to execute it.
Results You Can Expect
- 15–30% improvement in cash conversion cycle
- Clear visibility into profitability by product, service, or client
- Reduced dependency on short-term credit lines
- A financial model you can actually use for decision-making
Is your cash flow working for you — or against you?
Our financial advisory helps you build clarity, cut waste, and fund growth. Start with a conversation.