Methodology
A structured, transparent and independent approach to optimising your business assets.
A structured engagement process designed to guarantee objectivity, precision and tangible results at every stage of your assignment.
As an independent advisory practice, ÉGIDE Advisory sells no product. Its sole purpose is to deliver clear-eyed analysis and objective recommendations that secure your assets. This discipline is what makes a structural audit genuinely aligned with the client's long-term interests.
What the firm does not do: no sales mandates of any kind: we act as advisers, never as intermediaries to the transaction.
100%
Independent
No capital ties to banks or developers, no sales mandate activity. An external perspective, serving your interests alone.
The process
From the first review of the case to the gap established in euros: each step locks in the next.
The engagement begins with a strict analysis of the scope of the transaction. Attention focuses on the exact nature of the asset, its general location, the amount initially presented and the standing of the valuation's author. This rigorous fact-finding phase sets the objective benchmark for our intervention.
Each case undergoes an in-depth audit focused on its fundamental parameters. We verify with precision the decisive parameters of the report: the relevance of the capitalisation rate applied, the validity of the comparables cited, the accuracy of the weightings used and the materiality of the reported income.
From the evidence gathered, we establish a corrected and precisely quantified value. This new valuation is rigorous and rests on the case's own references, setting aside all subjectivity in order to expose the initial biases in an irrefutable manner.
The audit's conclusions then structure the exchange between the parties. The financial demonstration becomes the basis of a rational discussion, refocusing the negotiation exclusively on factual, quantifiable and defensible arguments.
The intervention concludes with the validation of the definitive terms of the transaction. This final agreement, embodied in the terms obtained and the total gap demonstrated in euros, restores sound footing to the transaction and rigorously secures the interests entrusted to the firm.
The deliverable
The engagement culminates in a precise deliverable, designed to structure the decision. Not a mere assessment: a working tool.
NPV, IRR and net income capitalisation, each asset tested against its opportunity cost.
Scenarios weighed against one another: Hold, Sell & Leaseback, Disposal, Redevelopment.
Priority levers defined, along with the arguments for negotiation.
Commitments
For a relationship of absolute trust, from the first exchange to the final presentation.
Absolute Independence
No capital ties to banks or developers. Recommendations serve the client's interests exclusively.
Total Confidentiality
Professional secrecy is the cornerstone of the firm. Strategic data is protected.
Analytical Rigour
Audits built on quantified, verified and stress-tested data, far removed from commercial approximations.
Transparency
A clear, documented process throughout the engagement, on terms agreed from the outset.
Trusted by our clients
“A rare degree of analytical rigour. The audit revealed tax and financial optimisation levers our usual advisers had not identified. A methodology that genuinely structures corporate decision-making.”
“ÉGIDE Advisory gave us a clear analytical framework to bring objectivity to our real estate decisions. The recommendations were structured, substantiated and immediately actionable.”
For confidentiality reasons, the identity of our clients (companies and family structures) is never disclosed without consent. The testimonials shown are verified.
Arrange a strategic discussion to understand how the firm's methodology can structure and optimise your assets in full independence.