Financial Advisory
Financial models, budgets, feasibility studies, valuation and fundraising support.
Decisions about borrowing, investing, pricing and growth all depend on reliable numbers. We help you understand your financial position, plan ahead and present your case to lenders and investors with confidence.
Our advisors have worked with owner-managed businesses, financial institutions and non-profits. We explain things in plain language and make sure your team can maintain the tools we build.
What we do
Financial modelling
Forecasts for profit, cash flow and balance sheet, built to be updated by your own staff.
Budgeting and cash management
Annual budgets, 13-week cash flow forecasts and working capital improvement.
Feasibility studies
Testing a project's demand, costs and returns before you commit capital.
Business valuation
Independent valuation for sale, purchase, shareholder exit or lender discussions.
Fundraising support
Preparing information memoranda and approaching banks, investors and donors.
Management reporting
Monthly reports, key ratios and dashboards that directors can read quickly.
What you receive
- Review of your accounts and financial processes
- A working model with documented assumptions
- Scenarios showing best, expected and worst cases
- Clear written findings and recommendations
- Training for your finance team on how to maintain the model
Who this is for
- SMEs preparing for a loan or investment
- Companies struggling with cash flow
- Founders planning a sale or bringing in a partner
- NGOs and projects needing donor-ready budgets
Questions we are often asked
Are you an audit firm?
No. We provide advisory services and do not conduct statutory audits. Where an audit is needed, we can work alongside your auditors.
Can you help us raise funds?
We help you prepare the case, the documents and the model, and we advise on suitable lenders and investors. We cannot guarantee funding.
Do you offer bookkeeping?
We focus on advisory work, but we can review and set up your books and train your staff to keep them.