Financial Advisory
One decision.One clear answer.
Defined pieces of work with a deliverable at the end: a model, a financing case, a review. For when you need an answer rather than a retainer.
What we take on.
Each engagement starts from a business question and ends with something you can use the next day.
Financial Strategy
- The need
- Growth plans exist, but nobody has tested whether the company can fund them.
- What you get
- A funding and capital plan tied to your business plan, with the trade-offs made explicit.
- How we work
- Fixed-scope project
Financial Modelling
- The need
- A decision, a lender or an investor requires numbers that hold up to questions.
- What you get
- A transparent model you own, with scenarios and documented assumptions.
- How we work
- Fixed-scope project
Budgeting & Forecasting
- The need
- Budgets arrive late and stop matching reality by the second quarter.
- What you get
- A budgeting process and a rolling forecast your team can run without us.
- How we work
- Project, then optional support
Financial Planning & Analysis
- The need
- You have data but no explanation of why results moved.
- What you get
- Monthly analysis of margins, costs and drivers, with recommended actions.
- How we work
- Monthly retainer
Treasury & Liquidity Management
- The need
- Cash sits in the wrong company, currency or account while others borrow.
- What you get
- A cash forecast, a banking structure and rules for liquidity across entities.
- How we work
- Project or retainer
Working Capital Optimization
- The need
- Profit is reported, but cash is tied up in receivables, inventory and retention.
- What you get
- A measured plan to release cash, with owners and dates for each action.
- How we work
- Fixed-scope project
Banking & Financing Advisory
- The need
- You need a facility, a guarantee line or better terms, and the bank wants a case.
- What you get
- A financing file prepared to bank standard and support through the negotiation.
- How we work
- Fixed-scope project
Project Finance
- The need
- A project has to be funded on its own cash flows and risk allocation.
- What you get
- A financing structure, a lender-ready model and a view of bankability before you commit.
- How we work
- Fixed-scope project
Financial Reporting
- The need
- Reports to owners, lenders or head office are late or inconsistent.
- What you get
- A reporting calendar, formats and a first set of reports produced with your team.
- How we work
- Project, then optional support
Financial Risk Assessment
- The need
- Currency, counterparty and contract risks are known only after they hurt.
- What you get
- A risk register with exposure in numbers and practical mitigations.
- How we work
- Fixed-scope project
Corporate Governance
- The need
- The company has grown and decisions still run through one person.
- What you get
- An authority matrix, board reporting and core finance policies.
- How we work
- Fixed-scope project
How a project runs.
Scope
We agree the question, the deliverable, the timeline and the fee in writing before work starts.
Work
We work with your data and your people, and share drafts early instead of presenting a surprise at the end.
Handover
You receive the deliverable and the working files, and your team is walked through them.
Scope of advice.
We advise on finance and commercial matters. We do not give legal, tax or audit opinions; where they are needed, we work alongside your licensed advisers.
We do not arrange or provide financing ourselves and do not hold or transfer client funds.
Tell us what you are deciding.
A short description is enough to start. You will hear back from the founder, not a sales team.