A Financial Advisory Partner for Exit Planning
Anatona LLP is a capital advisory specializes in growth & exit strategies. The firm helps SMEs get results with cost-effective engagement and independent financial services. Anatona is based in Vancouver and has helped many Canadian SMEs, financial institutions, and gloabl consulting agencies achieve their mandates.
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the project
Business Consultation for Custom Framing Company
"They take full responsibility for handling all areas and provide guidelines for me to better my jobs."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
Owner and CEO of a custom framing company in Vancouver. We have about 6 employees.
For what projects/services did your company hire Anatona LLP?
We hired Anatona LLP to help us manage our company. They also provide exit planning advice and services.
What were your goals for this project?
To exit the company.
How did you select Anatona LLP?
Through a referral
Describe the project in detail.
The project involves building financial planning and forecast. CFO consulting. Day to day operations and cash flow management.
What was the team composition?
We work directly with the project lead and partner. He delegates design and other work as required to his team memebrs.
Can you share any outcomes from the project that demonstrate progress or success?
We managed to cut losses and increased profit margins over 16 months. We also cleaned up our book and had it prepared for exit, which will take place in May 2021.
How effective was the workflow between your team and theirs?
Very effective. They manage the service and deliver outcome as promised
What did you find most impressive about this company?
They always deliver more than promised. At first I am not sure about including a third-party in our management decision process. But they really plan and execute like my business is their own business. They take full responsibility for handling all areas and provide guidelines for me to better my jobs.
Are there any areas for improvement?
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Anatona LLP has provided effective business services successfully, which led to steady profit margins, as well as the company's losses have ended. They have provided great project management in the workflow. Their expertise in the platform has exceeded the client's business goals.