Running a business means constantly making choices — some big, some small, all with consequences. Our advisory work is about helping you see the road ahead more clearly.
We combine financial insight with commercial experience to help you plan, adapt and grow with confidence. Whether you need forecasting, budgeting, or strategic direction, our advice will help you move your business forward.
Advisory services
Budgeting and forecasting
Sound planning depends on seeing ahead clearly. We build practical budgets and forecasts that help you anticipate challenges, manage cash flow, and make confident decisions about growth
Services include:​
-
Annual and rolling forecasts
-
Cashflow projections
-
Scenario and sensitivity analysis
-
Budget vs actual performance tracking
Enhanced and Board reporting
Good reporting turns figures into focus. We create clear, visual reports that highlight trends, performance and key decisions, giving your board the insight it needs to steer effectively.
Services include:​
-
Enhanced management reporting packs
-
KPI dashboards and visuals
-
Access to advanced reporting dashboard and tools
-
Board presentation and commentary support
Enhanced
Reporting
As your business grows so will your need to digitise and implement efficiencies. We review your existing setup, streamline processes, and help you implement tools that save time, reduce errors, and keep your data connected.
Services include:​
-
Process review and redesign
-
Accounting software set up
-
Automation and workflow enhancement
Finance process and system implementation
Securing the right finance starts with a solid plan. We help you prepare robust forecasts and financial models that give lenders and investors confidence in your business.
Services include:​
-
Funding strategy and advice
-
Financial modelling and forecasting
-
Investor and lender presentation coaching
-
Investment negotiation support
Funding
Exit planning and valuations
Planning your exit starts with knowing what your business is worth and how to increase that value. We help you prepare for sale or succession with clear analysis, realistic valuations, and strategies to maximise your return
Services include:​
-
Business and share valuations
-
Exit readiness reviews
-
Value improvement strategies
-
Market and sector benchmarking
Service explainer:
Commercial financial analysis
We dig beneath the numbers to reveal what’s really driving performance. Our analysis helps you understand margins, spot trends, and make decisions grounded in evidence rather than instinct.
Services include:​
-
Margin and profitability analysis
-
Pricing and cost reviews
-
Performance benchmarking
-
Trend and variance anlaysis