The Second Opinion by WeRBackOffice
Protect your wealth. Uncover hidden risks. Validate your assumptions. Before or after you make significant capital commitments.
As Albert Einstein aptly said, "A clever person solves a problem; a wise person avoids it."
Why 'Second Opinion' Matters?
Investing Without Blind Spots:
  • A second opinion provides clarity, uncovering risks and validating assumptions, ensuring informed decisions.
Why Objectivity Matters:
  • Fresh, unbiased insights prevent emotional or conflicted decisions.
Protect Your Wealth:
  • Avoid hidden pitfalls that could lead to financial loss.
Know Before You Commit:
  • Understand the true financial and operational health of your investment targets.
How We Help You Make Informed Decisions
We offer tailored services to match your needs:
Express Insight
A high-level review of your deal, identifying any immediate red flags or missing data.
Duration: Approximately 2 weeks
Scope: Rapid financial review based on existing documents.
Ideal for: Quick assessments to validate data and provide interim check-ups.
Focused Analysis
A deep dive into your investment’s numbers, assumptions, market context, and synergy with your overall portfolio.
Duration: 1–2 months
Scope: Includes financial review and interviews with key personnel.
Ideal for: Deeper understanding of company operations and financial health.
Holistic Evaluation
A balanced view of both quantitative and qualitative factors—competitive landscape, regulatory environment, and long-term strategy alignment.
Duration: 3–6 months
Scope: Comprehensive analysis encompassing financials, personnel, and operational processes.
Ideal for: Thorough due diligence to identify risks and improvement areas.
The Second Opinion Advantage
Comprehensive Analysis
We combine financial modeling + real-world market insights, so you get a 360° view.
Neutral Perspective
We don’t sell products or manage assets; we only represent your interests.
Expertise Across Domains
Over 15 years of experience spanning finance, operations, and market analysis.
Actionable Insights
Clear-cut recommendations you can implement immediately or discuss with your broader advisory team.
How It Works
Initial Consultation
Share your goals and concerns.
Scope Agreement
Choose the service level that fits your needs between Express Insight, Focused Analysis, or Holistic Evaluation.
In-Depth Analysis
We perform a thorough review of financials, operations, and leadership.
Results Presentation
Receive a comprehensive report with actionable recommendations.
Follow-up
Optional subscription services for continued oversight and guidance.
Client Story: Avoiding a Costly Investment in a Steel Plant
Background:
An investor considered a major stake in a steel plant. The plant faced operational bottlenecks and declining productivity, but the investor had already provided an advance payment and was considering a larger commitment. Concerned about potential risks, he sought our "Holistic Evaluation" to assess the company's true situation.

Our Approach:
We conducted an in-depth analysis that revealed serious underlying issues:
  • A portion of production was being sold at heavily discounted prices, raising questions about financial management and market strategy.
  • Communication between production units and management was virtually nonexistent, leading to inefficiencies and operational discord.
  • Cost supervision was inadequate, with significant oversights in budgeting and expense tracking.
  • The management team pursued conflicting personal agendas, misaligned with the company's broader goals.
By highlighting these risks and providing a detailed assessment of the company's operations, financials, and management, we delivered a clear picture of the company's viability — or lack thereof.

Outcome:
Armed with our findings, the investor made the prudent decision to halt further multi-million investment and instead focused on recovering his advance payment. Shortly after, the company went bankrupt due to the very issues we identified, validating the investor's decision to withdraw. While the outcome was challenging for the factory, our intervention prevented the investor from incurring significant additional losses.

Impact:
This case underscores the critical importance of obtaining a thorough, unbiased "second opinion" before committing to large investments. It demonstrates how our Holistic Evaluation can save clients from high-risk ventures and protect their financial interests.
Ready for the Second Opinion?
Protect your capital and keep your information fully confidential. We operate under strict NDAs, ensuring your sensitive data remains secure.
Andrey Afanasyev
Founder & Lead Advisor for Second Opinion
15+ years of financial and project management experience grants the ability to quickly learn a detailed inside of any project and successfully implement out-of-the-box strategies
https://www.linkedin.com/in/andrey-afanasyev/
[plus] 370 625 52 303
andrey.afanasyev [at] werbackoffice.com
Endorsements
Frequently Asked Questions
We use cookies to provide the best site experience.