Financial Advisory
Know your numbers well enough to make decisions with them.
You are in the right place if
- You are making decisions without reliable numbers behind them
- You need a financial model before approaching investors or a bank
- Your business has grown past what a spreadsheet can carry
What you receive
- Financial health review of the current business
- Three-year financial model with scenarios
- Cash flow forecast and working capital plan
- Funding readiness assessment
- Advisory sessions through the engagement
The process
Typical timeline: 3–6 weeks, then ongoing as needed.
- 01
Discovery
We review what exists — accounts, records, and how decisions are currently made.
- 02
Diagnostic
We identify where the numbers are unreliable and what that is costing you.
- 03
Model
We build the forecast and the scenarios around it.
- 04
Advisory
We work through the decisions the model surfaces.
Priced after a first conversation
Scope varies widely with the size and state of the business. Priced after a first conversation.
Common questions
Do you replace my accountant?
No. An accountant records what happened; this work is about deciding what happens next. The two sit alongside each other.
My records are a mess. Is it too early?
That is usually the reason to start rather than a reason to wait. The first phase is getting the picture straight.
Not sure this is the right place to start?
Book a 30 minutes call. We will tell you which of these you actually need — including if the answer is none of them.
Book a consultation