Top value-added services for your business needs

You may not need a full range of services, just the top value-added ones, from cash management to performance monitoring, from strategic planning to fundraising and M&A. With a holistic approach, our tailored solutions can adapt seamlessly to meet the specific financial challenges and goals of your business.

How we do it

Solving critical challenges with a proven three-step approach for measurable results.

Complete evaluation

We must immerse ourselves in your business to understand your goals, challenges, opportunities, and financial landscape—ensuring the strategies we develop are deeply aligned with your objectives and drive meaningful results.

From Strategy to Action plan

We craft strategies that aligned with your vision, leveraging data-driven insights for targeted and effective financial solutions. Once defined, we collaborate closely with your leadership and teams, guiding them through efficient execution to ensure every action aligns seamlessly with your business objectives.

Continuous optimization

Our work doesn’t stop at advisory work. We continuously monitor and analyze your financial performance, making data-driven adjustments to optimize outcomes. This phase focuses on driving sustainable growth—refining strategies, scaling successes, and ensuring your financial approach evolves with your business

What we do

Our tailored approach combines essential financial services, designed to address specific business challenges and achieve your goals efficiently.

Financial health audit

Comprehensive financial performance review to identify inefficiencies (P&L and Balance Sheet)

Identification of key drivers of performance aligned with your company objectives
Identification of opportunities and areas requiring improvements

Outcome: clear financial health report and actionable steps to improve EBITDA, reduce costs, and optimize resources.

Strategic planning

Where to invest, what to improve, what to stop

Development of AOP and long-term strategic plans aligned with business goals
Actionable roadmaps for growth and operational efficiency
Assessment of existing Business model (monetization opportunities, obsolescence risks, etc)
Scenario-Based Forecasting Models: Dynamic financial models that project future performance under various scenarios (e.g., market shifts, new investments)

Outcome: A tailored, step-by-step growth plan and strategic execution framework for business leaders to follow.

Financial process transformation

Finance process overhaul, including automation, digitization of manual processes
Implementation of financial controls (SOPs, GAAP standards)

Outcome: Streamlined financial operations and processes leading to cost efficiency and increased productivity.

Fundraising

Crafting compelling narratives and pitch decks
Crafting business plans and financial models
Strategic support during legal negotiations

Outcome: Showcase effectively the potential of your business and ensure your financial interests are protected.

M&A deals & exit planning

Align target opportunities with your business model and value creation goals to ensure a strategic fit
Translate financial assessments and due diligence reports into actionable recommendations
Strategic support during legal negotiations

Outcome: Providing visibility and insights to make informed decisions, leveraging the best available opportunities aligned with company goals.

REF Solutions

1. Houston, Texas, USA

2. Ho Chi Minh City, Vietnam

Hotline +84 912291129

Email: hamipartners@gmail.com

Let us know how we can help you grow your business