A broader strategic vision to develop growth
Among our business support services, analysing company assets is a key element in our management and insurance assessments. However, when visiting your company, our analyses allow us to perceive all the aspects that determine the value of your company: facilities, machinery, professional expertise, know-how, procedures, markets, etc…
Our overall vision of your company reveals any critical features or optimisations we need to work on in strategic and operational terms: management systems, processes, products, services. That’s why choosing an OTA consultant means benefiting from different kinds of support:from our analysis aimed at appraisals, we obtain the right information to set in motion new improvement actions.
When choosing OTA, you are choosing an all-encompassing strategic vision based on a recognised value: ithe first step to start developing growth. Our ongoing relations with clients and stakeholders, and the trust we have gained over the years as a result of our work, have driven us to gradually expand the types of services we deliver, which are now offered to a wide array of parties.
Our clients
OTA’s services offer practical solutions and tangible answers to companies from all industries, both SMEs and CORPORATE organisations. Our services may be requested for internal needs, but also for independent “certifications” (due diligence) in dealings with supervisory bodies, whether internal (Boards of Statutory Auditors, Corporate Supervisory Boards, Internal Auditors) or external (Auditing Firms, Certification Authorities), Insurance Companies, Banks and other Financial Operators.
Companies
Every assessment and every consulting activity we provide to companies is designed in close adherence to the purposes for which it is requested and is carried out with due consideration for the different contexts in which it will be used. OTA’s expertise, the regular exchange of information and know-how, professional skills updating, and cooperation with our partners ensure we are able to offer a service tailored to our customers’ specific needs.
Knowing the value of production assets and intangible components, and implementing management tools in accordance with laws and standards are essential conditions for business continuity.
However, these services are often provided by different parties that do not use an integrated approach and fail to understand the effects of specific changes in the entire company structure.
Featuring high specialisation, customisation and low costs, OTA’s services allow companies to acquire remarkably specialised skills and knowledge on each single service, along with an integrated business view.
We often work alongside consultants who are already in the company and are not perceived as “competitors” but as partners to cooperate with in the interest of the end customer.
- Insurance appraisals
- Market appraisals
- Intangible asset appraisals
- Requirement checks
- Safety checks
- Assessments and controls for facilitations
- Rating Advisory
- Credit and treasury systems
- Corporate structure analysis
- Assets reconciliation
- Asset management
- Implementation of systems
Insurance Companies
Assessing business risks, identifying their correct management, determining the “insurance values” to be included in the policy together with the specific technical information required, and maintaining their adequacy over time is the activity that has allowed OTA to establish itself in the national market ever since it was founded.
Criticalities arising for companies due to the technicalities of insurance contracts and to stringent and specific insurance appraisal criteria may jeopardise business continuity: topics related to the determination/disclosure of “insurance values” are one of the main reasons for errors and disputes with Companies in the event of a claim.
Errors on these topics may produce significant over/under-insurance impacts: both in terms of unnecessary higher business costs and insufficient compensation in the event of a claim.
OTA’s services help to reduce the legal liability of top management as a result of inadequate risk management.
Risk managers, supervisory bodies (boards of statutory auditors, auditing firms, corporate supervisory boards, internal auditors) and accounting functions benefit mostly from OTA’s services. Its technical expertise, independence and service quality – upon which its insurance-related appraisal activities are based – are acknowledged by all Italian and foreign Insurance Companies operating in Italy.
Furthermore, OTA is the only appraisal company qualified by a leading Insurance Company for its services for the certification of valuables: an innovative project that for the first time has strictly combined “policy regulations” and “certification services”.
The system has significantly raised technical standards. It allows companies to benefit from considerable economies of scale by increasing the advantages from a business continuity, perspective, with specific focus on the relations the companies hold with their employees and third-party lenders.
- Insurance appraisals
- Market appraisals
- Intangible asset appraisals
Credit and Cash flows (Finance Strategy Area)
- Rating Advisory
- Credit and cash flow systems
- Corporate structure analysis
Banks and Financial Operators
By integrating its own skills with the professional and technical specialisations of its network, OTA offers advisory services which can be used by financial organisations (usually: banks, investors, funds), and direct consulting for the sustainability of specific covenants covenants or for achieving and maintaining rating and governance objectives.
Banks are required to evaluate the loans they grant on the basis of the risk of non-repayment, applying to companies the same parameters for evaluation required from them by international and national regulations. Investors work with companies that are able to ensure an adequate rate of return and they are directly involved in their management.
EBITDA is no longer a suitable indicator for companies in need of financial resources: companies need to provide increasingly transparent and convincing information that no longer regards “debt sustainability”, but rather the strategies adopted to maintain adequate cash flows.
Furthermore, clear statutory obligations require the introduction of “appropriate organisation structures” that consist of new ways of managing corporate finance processes.
Working hand in hand with its partners, OTA offers specific services for assessing imbalances in terms of income, balance sheet and financial position, analysing their causes and sharing knowledge to overcome critical issues.
Ongoing rating advisory services check the sustainability of the management system and/or specific investment plans over time, and identify any situations that may jeopardise business continuity, as specifically provided for by applicable regulations on business crisis management.
- Rating Advisory
- Credit and cash flow systems
- Corporate structure analysis
- Requirement checks
- Safety checks
- Assessments and controls for facilitations
Supervisory Bodies and Certification Authorities
Every entrepreneur knows his or her company better than anyone else. However, the image that others see does not always match what the entrepreneur thinks.
OTA’s services make the right information (disclosure) stand out, benefiting whoever is responsible for making an assessment or expressing an opinion.
A widespread issue is the lack of parties with interdisciplinary knowledge who are capable of understanding the company from a truly integrated perspective: in these situations, requests for specific and often costly activities may have unexpected negative impacts …
OTA works as technical partner, performing gap analyses and focusing on the development and implementation of management systems, process integration, risk and compliance management …
- Assets reconciliation
- Asset management
- Implementation of systems