— Our Services
Three disciplines, carefully practised
Kelmere focuses on three areas where structured analytical and communication work materially affects outcomes — financial modelling, operational due diligence, and strategy communication.
← Back to Home— Methodology
How we approach each engagement
Before any work begins, we take the time to understand the specific decision your organisation is facing — not just the technical task. That context shapes how the deliverable is structured, what gets emphasised, and what level of detail is actually useful.
Most of our projects involve working closely with an internal team — finance, operations, or leadership. We treat that collaboration as integral to the quality of the output, not a box to tick.
Scoping first
Every engagement begins with a scoping call before any fee is agreed.
Tailored to context
We adapt our frameworks to your specific business and decision context.
Collaborative process
We work alongside your internal team, not around them.
Review before delivery
All outputs reviewed by a senior peer before reaching the client.
— Solution 01
Financial Modelling
Builds custom financial models tailored to your business — from three-statement models and DCF valuations to scenario-based projections and sensitivity analyses. Over three weeks, our consultants work with your finance team to ensure the model reflects your actual business drivers. Includes documentation and training on model maintenance.
What's included
- Integrated three-statement model (P&L, balance sheet, cash flow)
- DCF valuation and/or LBO framework as applicable
- Scenario and sensitivity analysis with toggle controls
- Written assumptions documentation
- Handover session and team training on model use
Typical process
Scoping & data collection
Understanding business drivers, existing data, and the decisions the model needs to support.
Model build & calibration
Building the model structure, populating historical data, and calibrating projections with your finance team.
Review & handover
Senior review, final adjustments, documentation, and team training session.
Typical process
Operational assessment
Reviewing target operations: processes, systems, team structures, supplier relationships, and KPIs.
Risk identification
Mapping integration risks, operational dependencies, and potential deal-breakers in the target's operations.
Synergy quantification & report
Estimating realisable synergies and delivering a standalone operational findings report.
— Solution 02
Operational Due Diligence
Provides the operational lens during M&A transactions — assessing target company operations, identifying integration risks, and quantifying operational synergies. A three-to-four-week engagement running parallel to financial due diligence. Deliverables include a standalone operational findings report and a synergy estimate.
What's included
- Operational assessment of target company (processes, systems, people)
- Integration risk mapping and categorisation
- Operational synergy quantification with supporting analysis
- Standalone operational findings report (presentation-ready)
- Coordination with financial and legal advisors
— Solution 03
Strategy Communication Workshop
A one-day facilitated workshop that helps leadership teams translate their strategic plan into clear, compelling messages for different audiences — employees, investors, partners, and the board. Includes pre-workshop message testing and post-workshop communication toolkit. Designed for companies launching new strategies or entering transformation phases.
What's included
- Pre-workshop message testing with draft or existing messaging
- One-day facilitated workshop with leadership team
- Audience-specific narrative development (employees, investors, board)
- Post-workshop communication toolkit (templates and talking points)
- Written summary of agreed narrative pillars
Typical process
Pre-workshop preparation
Reviewing existing strategy materials and testing draft messages with selected stakeholders.
Facilitated workshop day
Working with the leadership team to develop and align on core narrative pillars and audience-specific messages.
Toolkit delivery
Post-workshop communication toolkit with templates, talking points, and agreed message summaries.
— Compare Solutions
Which engagement fits your situation?
| Feature | Financial Modelling | Ops Due Diligence | Strategy Workshop |
|---|---|---|---|
| Fee (HKD) | 4,400 | 5,700 | 2,600 |
| Typical duration | ~3 weeks | 3–4 weeks | 1 day + prep |
| Transaction support | |||
| Leadership team involvement | |||
| Ongoing model use / training | |||
| Post-engagement toolkit |
Best for
Financial Modelling
Finance teams needing a robust, maintainable model for capital allocation, fundraising, or reporting purposes.
Best for
Ops Due Diligence
Acquirers or investors who need an operational view of a target company alongside the financial and legal workstreams.
Best for
Strategy Workshop
Leadership teams preparing to communicate a new strategic direction to employees, the board, investors, or partners.
— Standards
Common to every engagement
Confidentiality
NDAs as standard. All data and information shared is handled under strict confidentiality obligations.
Senior delivery
The consultants you meet in the scoping call are the people who do the work. No delegation to unsupervised junior staff.
Written scope
A written engagement letter sets out deliverables, timeline, and fees before any work begins.
Peer review
All final deliverables are reviewed by a second senior consultant before they reach you.
Fixed timelines
Delivery dates are agreed upfront and treated as commitments. Early flags on any complications, not surprises at the end.
PDPO compliance
Personal data handled in line with the Personal Data (Privacy) Ordinance. Access restricted to those directly on the engagement.
— Get Started
Not sure which engagement fits?
Reach out with a brief description of your situation. We'll let you know how we'd approach it and whether one of our engagements is the right fit.
Get in Touch