A financial partner for your next big decision
Raising capital, pricing a new offer, buying a competitor or simply trying to understand why cash is tight — we turn your numbers into a clear recommendation.
What's included
- Business plans and models
- Investor- and lender-ready plans with three-statement financial models.
- Cash-flow management
- 13-week cash forecasts and practical levers to improve them.
- Pricing and profitability
- Margin analysis by product, client or location.
- KPI dashboards
- A short set of numbers to watch every month, and what to do when they move.
- Entity and structure
- Choosing and setting up the right legal and tax structure.
- Fractional CFO
- Ongoing monthly strategy sessions with a senior finance lead.
How it works
- Step 1
Define the decision
What are you trying to decide, and by when?
- Step 2
Analyse
We gather the numbers and model the options.
- Step 3
Recommend
A clear recommendation with the trade-offs spelled out.
- Step 4
Implement
We help you put it into practice and track the results.
Questions about business advisory
Often paired with
Is advisory a one-off project or ongoing?
Either. Many clients start with a single project and continue with monthly fractional CFO support.
Do I need to be an existing client?
No. Advisory projects stand on their own.
Ready to talk about business advisory?
Prefer to talk? Call +1 (317) 252-3817.