FAQs

Frequently Asked Questions: Engagement Process

Casa De Valore Advisory, a leading financial advisory firm in Kenya, understands that engaging with us for your financial needs requires clarity. This FAQ addresses common questions about our engagement process, ensuring a smooth and transparent experience.

Our process is designed to be collaborative and results-oriented, helping you achieve your financial goals.

What is the Initial Consultation Process Like?

Our initial consultation involves a thorough discussion of your financial objectives, whether it’s debt financing, private equity, or wealth management. We explore your specific needs and challenges to tailor a solution. This includes understanding your business model, financial situation, and long-term aspirations. We take pride in building strong client relationships built on trust and transparency.

How Do You Determine Fees and Engagement Structures?

Our fee structure is customized based on the scope and complexity of each engagement. We offer various engagement models, including project-based fees, retainer agreements, and success-based fees for M&A advisory and capital raising. We ensure complete transparency in our fee structure and will provide a detailed proposal upfront so there are no surprises.

What is the Timeline for a Typical Engagement?

The timeline varies depending on the nature and complexity of the project. For example, a simple debt financing solution might take a few weeks, while a complex cross-border M&A transaction could take several months. We will provide a realistic timeline and keep you regularly updated on our progress. We are known for our efficiency and effectiveness across various financial services in Kenya.

What is Your Approach to Client Confidentiality and Data Security?

Client confidentiality is paramount. We adhere to strict ethical guidelines and regulatory requirements to protect your sensitive information. We utilize robust security measures to safeguard your data. We are committed to upholding the highest standards of professional conduct and maintaining the integrity of our services, establishing ourselves as a top-rated firm in Nairobi. We leverage our expertise in ESG & Sustainable Finance to make sure our strategies are responsible and ethical.

How Do I Get Started with Casa De Valore Advisory?

Getting started is easy! Contact us today for a free initial consultation to discuss your needs and how we can help you achieve your financial objectives. We’re ready to assist with your venture capital financing, project financing, or any other financial challenge. Contact us now to begin transforming your financial landscape.