Special Approach for Investment (SAI)
Special Approach for Investment (SAI)
  • Home
  • About
  • Our Values
  • Services
  • Contact Us
  • More
    • Home
    • About
    • Our Values
    • Services
    • Contact Us
  • Home
  • About
  • Our Values
  • Services
  • Contact Us

Services

Financial Consultation

Financial Consultation

Financial Consultation

 creating and implementing strategies to manage budgets and oversee working capital. All of these are directed at maximizing opportunities for a company to increase shareholder value, we are specialized in the following areas:

  - Accounting advisory

- Corporate income &sales taxes  

- Financial Analysis

- Payroll & HR Taxes

- Social Security Services

- Testing & e valuating the internal control system 

- Due Diligence 

- Internal Audit

Find out more

Business Development

Financial Consultation

Financial Consultation

 Setting goals and developing plans for business and revenue growth. Researching, planning, and implementing new target market initiatives. Researching prospective accounts in target markets. Pursuing leads and moving them through the sales cycle, we are specialized in the following:

- Business modeling 

- IT Consulting 

-  Business plan Valuation

- Financial Modeling

- Competitive Analysis

- Key performance indicators 

- Work processing and mapping   

- CFO Services

- Case Study

Find out more

Strategic Services

Financial Consultation

Strategic Services

 Identify trends within specific markets and analyze a business's competitors by gathering data. Design  implementable action plans to improve business, we are specialized in the following:

- Seed Investment Planning

- Corporate Governance

- Restructuring Services

- Business Expansion Strategy

- New Business Incorporation

- Readiness to IPO Transformation 

  - Merging & Acquisition 

Find out more

Financial Consultation

Accounting

applying proper accounting policies to your business is our added value to understand your financial position 

real time accounting without delay gives your firm extra advantage 

SAI has over 30 years of experience serving startups and middle-market companies. As an independent registered public accounting firm, SAI provides accounting services to many companies in different sectors.

We believe in SAI that the right accounting methodology that applied on a company is the distinguishing mark that achieves financial and administrative stability for the organization, through the correct and effective financial reports that can be provided. We provide to our clients with value-added accounting and outsourcing services including tax, assurance, financial, and valuation services.


Financial Analysis

we are specialized in designing what analysis needed for your business 

a unique financial analysis report is your management best way for prediction 

SAI specialized in designing a proper and straight forward financial analysis report and be important part for the management to use it as the process of evaluating businesses, projects, budgets, and other finance-related transactions to determine their performance and suitability.

Due Diligence

A tailored approach helps minimize risk and costly surprises.

Lack of solid, thorough due diligence is a major reason transaction fail.

Are you looking for verifying certain facts and information about a particular part of your business from legal, financial or marketing side, SAI give you a high-end Due Diligence process and report you can depend on, where it involves risk and compliance check, by conducting an investigation, review, and audit.

Internal Auditing (IA)

Financial and operation IA procedures can give management a strong follow up

We understand AI as a tool to improve corrective and preventive measures 

SAI can provide to their clients a wide service of IA, including: designing processes, procedures and forms of IA system, implementing IA full functions, and training the client team to proper IA implementation.  

IA co-sourcing and outsourcing can deliver many real benefits, including short- and long-term cost flexibility and scalability. In fact, outsourcing can often result in cost savings of as much as 20-40 % percent.

Testing & E Valuating the Internal Control System

Where it can give our clients a detailed report of the weakness’s areas in their organization

The best way to determine mistakes in your organization is proper internal control system

We are sure in SAI that the proper definition of internal control system is a process designed to provide reasonable assurance that an organization's operations are effective and efficient, its financial disclosures are reliable, and it meets regulatory compliance objectives.

In SAI we design a survey which we use it to test the internal control system of any organization, and in the same time e valuate its internal control system and determine the non-conformities. 

Corporate Income & Sales Tax

Keeping a clean relation with Income & sales tax Authority is our art work 

Corporations of all sizes in most every industry regularly turn to SAI Corporate Tax Group for help in managing and minimizing tax risk and liabilities. Tax laws are complex, and complying with all the rules and regulations can be exacting. You need experienced, perceptive professionals to arrive at the desired outcomes.

Payroll & HR Tax

By law the HR taxation is statutory and part of client responsibilities, failures can cause penalties 

SAI HR tax consultant can protect managements from any liabilities and penalties regarding monthly employee tax deduction, transfer and reporting. By the law the company management are responsible of becoming the faithful keeper of the HR taxes.

Social Security Services

Its mandatory for all organization working in Jordan to register in social security authority and follow its regulations

SAI committed to its clients to follow social security regulations, where that always essential matter to strengthening the organization’s position in front of its employees in addition to the businesses it deals with also to avoid penalties. We can guarantee peace of mind for management

Top Of Page

Business Development

Business Modeling

where you can enhance your money generation model and the capitalized gain

SAI business team have strong know/how in business modeling and re modeling. The most important part of a business model can vary depending on the specific industry and context, but our experience proves that the key components that are often considered crucial will include: 

  • Value Proposition
  • Target Customer Segment
  • Revenue Model
  • Cost Structure
  • Competitive Advantage
  • Channels
  • Key Resources and Activities
  • Partnerships
  • Customer Relationship

In essence, SAI believe the most important part of a business model is often the alignment and integration of these components to create a sustainable and profitable venture. It’s also important to continually adapt and refine your business model as your business evolves.


IT Consulting

More often than not, technology is viewed as a necessary expense. Rarely is technology positioned as a tool to create organizational value.

At SAI and its technology subsidiaries, our consultants are first and foremost business people who also know technology from the inside out. Years of business experience across industries equips us to understand your challenges and recognize significant opportunities so we can help guide you to the best solutions to meet your strategic objectives.

SAI’s consultants work with business owners and C-suite executives, nonprofit organizations, governmental agencies, and private equity firms to address your needs with modern up-to-date technology platforms. Platforms that scale with your organization, incorporate current and innovative applications, are grounded in sound data and process architecture, and protected by uncompromising cyber and physical security.

SAI is your single-source technology advisor with full-service capabilities and the wisdom and experience necessary to completely understand the issues surrounding your finance, operational, sales and marketing challenges, and the technology required.

Business Plan Valuation

It is a strategic tool that aids in making informed financial and operational decisions, fostering the long-term success of a business.

SAI methodology of the business plan valuation process, typically involves assessing various factors such as market analysis, financial projections, competitive landscape, and management team expertise. For the post revenue clients, the valuation methods may include the discounted cash flow (DCF) approach, comparable company analysis, or precedent transactions. The goal is to determine the company's worth based on its future cash flows and potential risks. 

SAI’s clients need and depend on our business plan valuation report for several reasons:

  • Investment Decisions
  • Fundraising
  • Strategic Planning
  • Mergers and Acquisitions
  • Employee Stock Options
  • Internal Benchmarking

Competitive Analysis

Ongoing competitive analysis is essential for staying agile and adapting to changes in the business landscape. Regularly update your analysis to ensure its relevance

In essence, our clients find competitive analysis provides valuable insights that contribute to informed decision-making, improved market positioning, and sustained business success 

SAI clients using our service of competitive analysis report in their business for:

  • Strategic Planning
  • Market Positioning
  • Product Development
  • Marketing Strategies
  • Risk Mitigation
  • Innovation
  • Customer Insights

Key Performance Indicators

Designing effective Key Performance Indicators (KPIs) for your business involves a thoughtful process

SAI team are professional in serving our clients by effective design for KPIs. by following these steps, we can develop a set of KPIs that not only measure performance but also drive your business towards its strategic objectives. We recommend our clients to regularly reassess and refine their KPIs to stay adaptive to changing business dynamics: 

  • Define Your Objectives
  • Identify Critical Areas
  • Quantifiable Metrics
  • Relevance to Goals
  • SMART Criteria
  • Balance Leading and Lagging Indicators
  • Data Availability
  • Fewer, but Meaningful
  • Benchmarking
  • Regular Review and Adjustments
  • Communicate and Align
  • Visualize Data

Work Process Simplification & Optimization

Simplifying and optimizing work processes can enhance efficiency and productivity

Continuous improvement should be ingrained in your organizational culture to ensure sustained success.

SAI team certainly confident that by systematically approaching simplification and optimization, clients can create a more efficient and agile work environment. SAI using the following steps for this consultation service:

  • Map Current Processes
  • Identify Redundancies and Inefficiencies
  • Set Clear Goals
  • Involve Your Team
  • Prioritize Tasks
  • Automation Opportunities
  • Standardization
  • Training and Skill Development
  • Implement Technology Solutions
  • Continuous Improvement Culture
  • Monitor and Measure
  • Flexibility and Adaptability
  • Regular Review

CFO Services

SAI CFO’s infuse strategic insights, operationally focused financial disciplines, industry experience, and transactions experience into your business.

Are you a growing company grappling with the complex challenges of strategic finance and accounting? The pressures of expansion demand unique solutions, and we’re here to support you with our tailored CFO-Led Services. We offer a team of seasoned CFOs coupled with a robust suite of accounting and finance resources committed to helping you navigate the challenges and requirements of a start-up or growing company.

LEVERAGE OUR PART-TIME OR FRACTIONAL RESOURCES

Our CFOs with sector-specific experience stand ready to provide support and leadership on finance initiatives. Our approach focuses on solving your most pressing needs, such as:

  • Facilitating Equity or Debt Financing
  • Operationalizing Budgeting & Forecasting
  • Unlocking Operation Excellence
  • Provide Compliance & Risk Mitigation
  • Unlock potential through strategic insights

Our part-time or fractional resources provide an agile solution to swiftly meet your evolving need with a higher probability of impact and success. CFO-Led Services allows you to expand or contract services as your demand and available resources change.

Case Study

We involve showcasing real-world examples of your products or services solving a problem for our clients, this is what case study mean to us

SAI consulting team can create a comprehensive and impactful case study that effectively communicates the value your business provides to clients.

SAI believe that case studies are important for several reasons:

  • Demonstrating Success
  • Building Credibility
  • Educating Prospects
  • Highlighting Expertise
  • Differentiation
  • Providing Social Proof
  • Sales Enablement
  • Content Marketing
  • Search Engine Optimization (SEO)
  • Customer Retention
  • Decision-Making Support
  • Internal Learning

Top Of Page

Strategic Services

Seed Investment Planning

By systematically evaluating certain factors, SAI can give you the right tool to make informed decisions about seed investment opportunities and increase your chances of success in the startup ecosystem.

Dear client: before investing in startups, it's crucial to conduct thorough due diligence, understand the associated risks, and have a well-diversified investment strategy. Many investors choose to allocate only a portion of their portfolio to higher-risk, higher-reward investments like startups.

SAI consulting team evaluating a seed investment opportunity for clients by analysis of various factors. Such as:

  • Market Potential
  • Problem and Solution
  • Team Strength
  • Traction and Milestones
  • Competitive Landscape
  • Financials and Revenue Model
  • Exit Strategy
  • Regulatory and Legal Compliance
  • Customer Validation
  • Technology and Intellectual Property
  • Investment Terms
  • Due Diligence
  • Network and References
  • Risk Assessment

Investing in startups can be both rewarding and risky. Here are some considerations:

Pros:

  • High Growth Potential
  • Innovation Opportunities
  • Diversification
  • Early Access to New Markets

Cons:

  • High Risk
  • Lack of Liquidity
  • Limited Information
  • Management Risk


Corporate Governance

Building a proper corporate governance system is crucial for ensuring transparency, accountability, and sustainable business practices

Regular monitoring and adaptation are crucial to ensuring the continued effectiveness of your governance framework.

SAI serving clients by following these steps, where we can establish a robust corporate governance system that enhances trust, accountability, and the long-term success of your organization: 

  • Define Corporate Governance Objectives
  • Understand Legal and Regulatory Requirements
  • Create a Board of Directors
  • Appoint Independent Directors
  • Develop Corporate Governance Policies
  • Implement Transparent Financial Reporting
  • Establish Codes of Conduct
  • Risk Management Framework
  • Define Executive Compensation
  •  Encourage  Shareholder Engagement
  • Implement Whistleblower Protection
  • Regular Board Evaluations
  • Training and Development
  • Sustainability and Social Responsibility
  • Periodic Review and Adaptation

Restructuring Services

Sophisticated strategies help financially challenged businesses return to viability

Fighting to save hopes, dreams and people’s livelihoods is a gut-wrenching experience. Your business may not have reached that point yet, but management may recognize marketplace and financial challenges exist, and the business hasn’t adapted.

No matter what’s holding you back or threatening the financial health of your business, SAI trusted advisors can help you turn things around so your business is viable again. Many challenging situations are recoverable by significantly restructuring or realigning your business model to match the new reality of today’s competitive market. SAI team brings a diverse set of credentials and years of experience in strategically analyzing businesses to get your business to the right outcome.

RESTRUCTURING BUSINESSES IS A SAI STRENGTH.

As one of the nation’s largest independent accounting and advisory firms, SAI works with successful companies every day, from small and midsized firms to larger, publicly held entities. We know what works and are knowledgeable about industry trends. SAI professionals work collaboratively with you to help you achieve your most challenging business goals and objectives.

Business Expansion Strategy

SAI recommend to regularly review and adapt the strategy based on market dynamics.

SAI team specialized in building a business expansion strategy, consider market research to identify opportunities, assess risks, set clear goals, develop a financial plan, and establish a marketing strategy. Collaborate with key stakeholders and ensure scalability in operations. 

SAI believe, a well-executed expansion strategy positions a business for sustained growth and resilience in a dynamic market environment. Where a business expansion strategy is crucial for various reasons:

  • Market Growth
  • Competitive Advantage
  • Economies of Scale
  • Diversification
  • Brand Strengthening
  • Talent Acquisition
  • Risk Mitigation

New Business Incorporation

SAI consulting team are specialized in designing the appropriate legal entity for the business, where, before establishing any legal entity, we analyze all data for the targeted business, including: project objectives, investors’ nationality, target market, capital size, project needs, required licenses, and other data.

SAI committed to incorporate the appropriate legal entity for the project

IPO Transformation Readiness

It takes the right team to help you bring an initial public offering (IPO) to a successful close—underwriter, banker, auditor, and attorneys. It’s an attractive option to raise equity – but the journey isn’t easy.

SAI is the right choice to help you prepare your organization for the rigorous technical accounting and financial reporting required when you’re a public company. Our team provides strategic, tactical counsel, and experienced support and assistance in preparing for your IPO. We can cover it all from all aspects – financial, accounting, IT, and tax.

Without the right team, the journey to becoming a publicly traded company can be arduous, indeed. We’ve helped many complete the journey successfully. 

Merging & Acquisition

Transactions are designed to create additional business value. To achieve that goal, it’s imperative to bring the organizations together as quickly and smoothly as possible.

Integration is an unbelievably complex undertaking, and no two integration strategies, processes or structures will be identical. The right integration strategy and structure for your transaction depends entirely on the transaction type, the cultures and processes of the organizations coming together, and careful attention to the diverse needs of customers, employers and other stakeholders.

The post-transaction integration process is too important to “go it alone.” For a practical, effective integration strategy and plan that captures your transaction’s value.

Top Of Page

Copyright © 2013 Special Approach for Investment (SAI) - All Rights Reserved.