— Four disciplines - One Methodology

Defined Scope. Clear deliverable. No downtime.

Each Sorens service line has documented assumptions, exit criteria, and a model that underpins the analysis—not just a report.

/ What we do

Four areas.

Each with its own scope.

Corporate Financial Planning

Project Feasibility Analysis

CFO as a Service

Capital structure, cash flow projections, and scenario modeling that make resource allocation justifiable to the board.

Rigorous evaluation of expansion, M&A, and restructuring projects — with assumptions checked before any presentation to the board.

Continuous financial leadership that retains institutional memory between decision cycles — not just emergency crisis coverage.

Implementation of AI Agents for Financial Management

Creation and implementation of customized AI agents for financial management.

No off-the-shelf solutions! At Sorens, we sit down with managers to understand processes, map needs, and then create the ideal solution for each business. Here, your agent won't be just any robot; it will be a true member of your team, fully committed to the company 24/7.

Deliverable: an auditable financial model with documented assumptions and sensitivity analysis.

Deliverable: feasibility report with risk analysis and decision roadmap.

Deliverable: active financial governance with periodic reports and direct access to the board of directors.

Close-up overhead view of hands annotating a dense financial spreadsheet on a large monitor, a mechanical pencil resting beside printed data rows, cool desk-lamp task lighting casting sharp shadows, paper edge visible at frame bottom
Close-up overhead view of hands annotating a dense financial spreadsheet on a large monitor, a mechanical pencil resting beside printed data rows, cool desk-lamp task lighting casting sharp shadows, paper edge visible at frame bottom

+ How we work

The model before the reports

Every engagement begins with reviewing the assumptions—not with building a presentation. The analysis is the product; the deliverable is its natural consequence.

Learn about the framework that structures each Sorens analysis before any delivery.

Have you identified your gap?

Let's analyze it.

A 30-minute diagnostic conversation determines if there is scope for engagement — without commitment and without theatrics.