SALUS Capital | Strategy Reviews (3), Pricing, Services & Verified Ratings

SALUS Capital | Strategy Review Insights

Overall Review Rating

4.8

Quality 5.0
Schedule 5.0
Cost 5.0
Willing to Refer 5.0

Top Mentions

Review Highlights

Satisfaction Leading to Long-Term Collaboration

High client satisfaction with SALUS Capital’s services often results in ongoing collaborations, such as quarterly retainer agreements, indicating trust and confidence in their expertise.
Room for Technological Improvements

While client satisfaction is high, suggestions include adopting more advanced digital tools for project tracking and client interaction to enhance transparency and communication.
Attention to Detail and Quality

SALUS Capital is recognized for its meticulous attention to detail and the high quality of its deliverables, providing valuable insights and recommendations to clients.
Clear and Effective Communication

The team at SALUS Capital maintains clear and effective communication through various channels, ensuring clients are well-informed and their needs are met promptly.
Proficient in Financial Evaluation and Analysis

SALUS Capital | Strategy is praised for delivering comprehensive financial evaluations, including risk and benefit analysis, crucial for client decision-making in M&A processes and franchise performance assessments.
Strong Project Management and Timely Delivery

Clients consistently highlight SALUS Capital’s excellent project management skills, meeting deadlines, and proactive communication. Their organized approach ensures timely delivery and confidence in project progress.

Was this helpful?

SALUS Capital | Strategy Reviews

Submit a Review

Verified

All Filters

0 selected

Sort by

Business Valuation Services Financial Advising & Planning Funding & Investment
Start Up Valuations
+3
$10,000 to $49,999
Dec. 2023 - Feb. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The final deliverable was very clear and had enough details for us to understand how they got to each analysis."

Feb 20, 2024

CEO, Reliv

Martin Samaniego

Other industries
Mexico
11-50 Employees
Online Review
Verified

SALUS Capital | Strategy was hired by a healthcare company to conduct due diligence on a company they were looking to acquire. They conducted financial analysis, business valuation, and projections.

SALUS Capital | Strategy delivered a detailed financial evaluation of the risks and benefits of acquiring the company and even offered valuable insights into their findings. The straightforward, organized team delivered on time and was eager to go beyond the scope to ensure client satisfaction.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Reliv

Describe what your company does in a single sentence.

A health record management platform that gives patients a one-stop solution for accessing healthcare services and products based on their health needs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SALUS Capital | Strategy to accomplish?

Due Diligence
Financial evaluation
Strategic planing for M&A process

SOLUTION

How did you find SALUS Capital | Strategy?

Referral

Why did you select SALUS Capital | Strategy over others?

Close to my geographic location
Great culture fit
Good value for cost
Company values aligned

How many teammates from SALUS Capital | Strategy were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Salus was hired to conduct a complete Due Diligence of a company we are looking to acquire in Mexico. They were in charge of all financial analysis, valuation, projections, and fundraising strategies.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

In the timeframe given, SALUS completed and turned in to us a complete financial evaluation including risks and benefits. Roberto was very direct and transparent about their findings and their analysis was a key element for us to move forward with the transaction.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very organized, they gave us an initial list of requirements and a schedule for programmed meetings. They always had the information ready on time and went beyond our needs with their analysis.

What was your primary form of communication with SALUS Capital | Strategy?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

They are very agile and focused with their work. Roberto was able to understand our needs clearly and focus their analysis to the main requirements first. The final deliverable was very clear and had enough details for us to understand how they got to each analysis.

Are there any areas for improvement or something SALUS Capital | Strategy could have done differently?

We don't have any recommendations, work was perfect.

RATINGS

5.0

Financial Advising & Planning Financial Consulting
Strategy Development Consulting
+4
Less than $10,000
Sep. - Nov. 2023

4.5

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They exhibited outstanding project management throughout our collaboration."

Nov 14, 2023

Master Franchisor, Fully Promoted

Francisco J. Ruelas Holguín

Advertising & marketing
Mexico
11-50 Employees
Online Review
Verified

SALUS Capital | Strategy provided market research services for a retail company. They assessed the client's performance, growth, profitability, and revenue.

SALUS Capital | Strategy's reports provided key insights into the customer base and buying trends. They also offered recommendations on internal controls, resulting in improved EBITDA for individual franchises. They were responsive, proactive, and attentive, showcasing excellent client service.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Master Franchisor for Mexico of Fully Promoted

Describe what your company does in a single sentence.

Fully Promoted is the world’s largest franchise specializing in branded apparel, products, and services for the promotional needs of small and medium-sized businesses around the globe.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SALUS Capital | Strategy to accomplish?

Create marketing materials to support decision making for new investors for the franchise.
Understand the profitability, growth, and return on investment for 4 franchise locations through Mexico.
Identify financial risks through each franchise, and plan for internal controls to maintain oversight.

SOLUTION

How did you find SALUS Capital | Strategy?

Referral
linkedin

Why did you select SALUS Capital | Strategy over others?

High ratings
Pricing fit our budget
Good value for cost

How many teammates from SALUS Capital | Strategy were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The objective was to assess the performance, growth, revenue KPIs, and profitability of four franchises (locations), and calculate their return on investment (ROI) to date. The deliverable was a professional presentation detailing the findings and providing recommendations for implementing internal controls and oversight to enhance the master franchisor's management of franchisees.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to understand the return on investment on each of the analyzed franchises individually. Additionally the revenue analysis report Salus delivered provided key insights into our customer base and their buying trends. Finally, Salus provided recommendations on internal controls that we are currently implementing.

Creation of 3 internal control processes.
Adjusted EBITDA for individual franchises.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They exhibited outstanding project management throughout our collaboration. They consistently delivered items on time, aligning perfectly with the agreed-upon deadlines. Their team's response to our needs was not only timely but also insightful, demonstrating a deep understanding of our objectives.
The attention to detail and the seamless execution of their work were particularly impressive. Their proactive communication ensured that we were always informed and confident in the progress of our project.

What was your primary form of communication with SALUS Capital | Strategy?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about Salus was their meticulous attention to detail and the impeccable quality of their work. They have a distinctive ability to grasp complex project requirements quickly and act on them with precision.
Their personalized approach to client service is noteworthy, making the experience not just transactional but genuinely collaborative. The uniqueness of this company lies in its fusion of expertise, customer care, and the consistent delivery of superior results that exceed expectations.

Are there any areas for improvement or something SALUS Capital | Strategy could have done differently?

While SALUS provides exceptional service, there is always room for enhancement. One area that could be improved is the integration of more advanced digital tools for project tracking and client interaction.
This could offer even greater transparency and ease of communication. Additionally, expanding their consultation services to include more in-depth market analysis could provide added value to clients looking to delve deeper into industry-specific data and trends.

RATINGS

4.5

Business Valuation Services Fractional CFO Services
Due Diligence Consulting
+4
$10,000 to $49,999
Aug. - Oct. 2023

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We were 100% satisfied."

Oct 25, 2023

COO, Custom Software Development Company

Anonymous

Information technology
Monterrey, Mexico
11-50 Employees
Online Review
Verified

A custom software development company hired SALUS Capital | Strategy for business strategy and consulting services. The team prepared financial projections and valuations and offered recommendations.

The client was highly satisfied with the work from SALUS Capital | Strategy, and the team's reports and information met all of their expectations. The team communicated effectively and clearly. The client was impressed with the service provider's ability to quickly deliver high-quality work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the COO of an information technology company

Describe what your company does in a single sentence.

We design and develop custom software. (We're also on Clutch!)

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SALUS Capital | Strategy to accomplish?

Develop a negotiation strategy in terms of pricing for the business.
Educate on particularities of the negotiation process and strategy for a specific buyer.
Understand the valuation of the business through different perspectives and scenarios.

SOLUTION

How did you find SALUS Capital | Strategy?

I met Roberto at a Wedding in my home town.

Why did you select SALUS Capital | Strategy over others?

Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned

How many teammates from SALUS Capital | Strategy were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Structure our financial information
Prepare financial projections
Prepare company valuation based on different scenarios
Share findings and improvement recommendations

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Roberto and his team demonstrated remarkable professionalism and efficiency throughout our engagement. They always communicated their requirements very clearly and kept us constantly updated on their progress. The information and reports they produced were precisely what we were looking for. As a result, we have decided to work with Roberto and SALUS Capital on a quarterly retainer basis.

Number of valuation perspectives analyzed

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were available via multiple channels (slack, email, calls and whatsapp) and never missed a deadline.

What was your primary form of communication with SALUS Capital | Strategy?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

The quality of their work and the speed at which they delivered.

Are there any areas for improvement or something SALUS Capital | Strategy could have done differently?

Not really. We were 100% satisfied.

RATINGS

5.0

Showing 1-3 of 3 Reviews

Contact SALUS Capital | Strategy

If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.

Get connected to see updates from SALUS Capital | Strategy like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.

BSG Advisory

(1)

Toni Popovic

Additional Connections

(1)

SALUS Capital | Strategy

We bridge M&A transactions in America & Europe.

Pricing Snapshot

What Clients Have Said

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

SALUS Capital | Strategy Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Satisfaction Leading to Long-Term Collaboration

Room for Technological Improvements

Attention to Detail and Quality

Clear and Effective Communication

Proficient in Financial Evaluation and Analysis

Strong Project Management and Timely Delivery

Reviews mentioning:

SALUS Capital | Strategy Reviews

Business Valuation Services for Healthcare Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Market Research for Retail Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Business Strat & Consulting Svcs for Custom Software Dev Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

BSG Advisory

Additional Connections

SALUS Capital | Strategy

We bridge M&A transactions in America & Europe.

Services

Focus

Industries

Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

Select a service to see pricing information

Highly Rated Similar Providers

Reviews

SALUS Capital | Strategy Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Satisfaction Leading to Long-Term Collaboration

Room for Technological Improvements

Attention to Detail and Quality

Clear and Effective Communication

Proficient in Financial Evaluation and Analysis

Strong Project Management and Timely Delivery

Reviews mentioning:

SALUS Capital | Strategy Reviews

Business Valuation Services for Healthcare Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Market Research for Retail Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Business Strat & Consulting Svcs for Custom Software Dev Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Portfolio & Awards

Contact

Connections

BSG Advisory

Additional Connections