Services

Advisory Services

The senior finance capability that you require long before you can justify hiring it full-time, for the moments when the business needs more than routine accounting.

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How we scope your engagement and fees

What's covered

Compliance tells you where you stand. Advisory helps you decide what to do next.

Everything else on this site keeps the company compliant. Advisory is where the decisions get made: what to raise, what to fix, what the business is worth and how the business will stand up to investor, lender or buyer scrutiny.

CFO-as-a-Service

Strategic financial leadership on demand.

Business Strategy

Financial forecasting
Risk management
Business strategy development
Budgeting, KPIs and board-ready reporting

Financial Health Assessment

Cash flow management
Finance operational efficiencies
Profitability and costing analysis
Fundraising, M&A and transaction support

Transactions & Diligence

Support through the processes that decide a deal.

Due Diligence

Coordinate the diligence process and the data room
Prepare the financial information requested by the other side
Work alongside your legal and tax advisers
Identify the issues worth fixing before anyone else finds them

Valuation Support

Financial models that stand up to questioning
Analysis to support a valuation discussion
Scenario and sensitivity work around the key assumptions
Materials for investors, buyers or the board

Governance & Controls

Strengthening controls before growth makes the gaps harder to fix.

Internal-Control Reviews

Review controls over cash, payments and approvals
Test whether the process on paper is the process in use
Identify segregation-of-duties gaps in a small finance team
Practical recommendations sized to the business

Readiness

Assess reporting maturity against what investors expect
Strengthen board and management reporting
Prepare the finance function for audit or diligence
Support governance improvements as the company scales

Where advisory earns its keep

The moments worth getting right

Experience from live mandates, not a template deck.

Raising capital

Models, working capital analysis and investor materials that survive diligence, including a US$16m Series A led from the finance seat.

Listing readiness

Governance enhancement and capital-markets alignment, from Nasdaq listing advisory to restructuring a business into listable shape.

Running out of runway

Cash flow discipline, costing and profitability analysis, the unglamorous work that decides whether the next round is a choice or a necessity.

Common questions