
With over 50 years of experience in international business, our professional team offers a comprehensive range of services, including but not limited to:
01
Business Plans
Offering comprehensive plans tailored for both startups and existing businesses, encompassing short and long-term objectives, along with the projected timeframe for their achievement.
Defining the business's essence, including its mission and vision, organizational background, financial forecasts, and the strategies planned for realizing the outlined objectives.
These documents serve as road map, providing direction to the business and serving as a foundation for future financial endeavors.
02
Project Fundings
BankVision guides its client through the project funding gauntlet.
We advise on various external funding sources, including:
- Bridge Credit for project initiation and short-term financial needs during periods of negative income.
- Long-term Credit tailored to align with project cash flows.
- Venture capital partnerships offering both capital and technological expertise.
- Tax-exempt bonding, primarily targeted at institutional investors.
These sources may include donations, grants, savings, subsidies, and tax incentives.
03
Merger and Acquisitions
BankVision assists clients throughout the M&A process, which typically begins with a letter of intent and involves a thorough due diligence process.
Key areas of focus include:
- Conditions, such as regulatory approvals and the absence of any significant adverse changes in the target's business.
- Seller representations and warranties regarding the company.
- Covenants governing the conduct of the parties, tax filings, and liabilities.
- Termination rights, which may be triggered by breaches or failure to meet certain conditions.
- Shareholder approvals and SEC filings, if required.
- Indemnification provisions to protect parties from losses.
- Post-closing adjustments, including the purchase price.
We provide comprehensive guidance and support to ensure a smooth and successful M&A transaction.
04
IPOs (Initial Public Offerings)
BankVision offers guidance and support for clients interested in Initial Public Offerings (IPOs), which involve selling shares of a company to institutional and retail investors.
In an IPO, investment banks underwrite the offering and facilitate the listing of shares on stock exchanges. This process, known as floating or going public, transitions a privately held company into a publicly traded one.
IPOs serve various purposes:
- Raising new equity capital for the company.
- Monetizing investments of private shareholders, including founders and private equity investors.
- Facilitating easy trading of existing holdings and future capital raising as publicly traded enterprises.
We provide comprehensive assistance throughout the IPO process, ensuring clients navigate successfully through this transformative journey.

05
Managerial Analyses
Often referred to as management consulting, BankVision's experienced professionals assess existing organizations and propose strategies to enhance their efficiency.
We advise managers on methods to increase profitability by reducing costs and boosting revenues.
Our expertise covers various areas, including but not limited to:
- Collecting and organizing information about current challenges or procedures needing improvement;
- Interviewing client personnel and conducting onsite observations to identify necessary methods, equipment, and personnel;
- Analyzing financial and operational data, such as revenue, expenses, and employment reports;
- Developing and proposing solutions or recommending alternative best practices;
- Providing guidance on implementing new systems, procedures, and organizational changes, both in terms of personnel and structure;
- Conducting follow-up consultations with managers to ensure that implemented changes are effective.
Furthermore, when companies decide to go public through an Initial Public Offering (IPO), BANKVISION often plays a crucial role, typically acting as an underwriter for the operation.
Our services encompass various aspects of IPOs, including:
- Assisting in accurately assessing the value of shares (share price);
- Facilitating the establishment of a public market for shares through the initial sale;
- Exploring alternative methods, such as auctions, to optimize the IPO process.
06
Project Development
BankVision collaborates closely with its clients in the development of their projects, primarily within the United States.
From project initiation to planning, execution, control, and follow-up, BankVision is involved at every stage to ensure specific goals are met within the scheduled time frame.
Working alongside with the principals and their teams, our aim is to tackle the primary challenge of project development: achieving all project goals within defined constraints.
The primary constraints are scope, time, quality and budget.
The secondary, and more ambitious challenge, is to optimize the allocation of necessary inputs and apply them to meet pre defined objectives.
Ultimately, BankVision's goal is to deliver a fully developed project that aligns with the client's objectives.
07
Import and Export Consulting
Engaging in international trade presents complexities beyond those of domestic trade, and BankVision is here to offer guidance to its clients.
International trade involves various factors such as currency fluctuations, government policies, economic conditions, legal frameworks, and market dynamics, all of which influence trade transactions.
With its expertise, BankVison navigates the intricacies of Import/Export trade, taking into account political relations between countries, trade activities, and potential trade barriers that may impact mutual interests.
BankVision provides advice to streamline the trading process between buyers and sellers, offering consulting services that may encompass, but are not limited to:
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Market studies
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Manufacture or distribute decisions
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Purchase sale contracting
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Financial instruments
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Insurance product and export A/R insurance
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Shipping decisions, 3PL, charter, Air/Sea/Land/ Inter-modal
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Customs agents on both ends
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Qualified third party inspection / audits
08
Asset Management
At BankVision, we provide comprehensive asset management services tailored to the unique needs of our high net worth clients. Our experienced team offers personalized investment management, portfolio management, and wealth management solutions, leveraging our expertise in equities and alternative investments to help you achieve your financial goals.
We take a bespoke approach to portfolio construction, carefully crafting customized investment strategies that balance risk and return, while also incorporating tax-efficient techniques to maximize your wealth. Our goal is to deliver exceptional investment results, while providing unparalleled service and support every step of the way.
With BankVision, you can expect a clear and thoughtful investment approach, designed to help you understand and achieve your financial objectives. We believe in transparency and simplicity, and our team is dedicated to building long-term relationships, founded on trust, expertise, and a passion for delivering exceptional results.