DVISORY + EDUCATION
The right financial support for your next stage of growth.
From a focused diagnostic to funding preparation and ongoing advice, start with the support your business needs now. We agree scope, deliverables, timing and fees before paid work begins.
Business Financial Diagnostic
For owners who know something needs to improve but want help identifying where to start.
We review the available financial information, discuss how the business operates and assess the issues affecting performance. The purpose is to establish a practical starting point for improvement.
Benefit: A clearer view of the problem before committing to a larger programme of work.
What you can expect
- A structured review of financial information and business goals.
- Identification of priority issues, gaps and assumptions to investigate.
- A concise findings discussion and agreed next-step priorities.
- Recommendations on whether further support would be useful.
Financial Consulting and Business Strategy
For owners planning expansion, introducing a new offer, investing in equipment or deciding where to focus limited resources.
We connect your business goals with the financial implications. Together, we examine your business model, operating assumptions and available resources, then translate the chosen direction into measurable actions.
Benefit: A strategy supported by numbers and a clearer basis for committing resources.
What you can expect
- Review of the business model, goals and financial position.
- Budgets, forecasts or scenario analysis appropriate to the decision.
- A prioritised action plan with responsibilities and review measures.
- An agreed review session to discuss the plan and its implications.
Funding Readiness and Capital Raising Preparation
For trading businesses and credible expansion projects preparing to approach lenders, investors or suitable funding programmes.
We help you articulate the opportunity, determine the funding requirement and prepare a financial case that can be assessed. The work can include business plans, forecasts, pitch materials and preparation for funder questions.
Benefit: A more coherent proposal, clearer assumptions and better preparation for funding discussions.
What you can expect
- A readiness review; a documented funding requirement and use of funds.
- Agreed financial projections.
- Identification of suitable funding routes for investigation.
- An organised submission pack within the agreed scope.
Profit Optimisation and Cash Flow Management
For businesses where sales are growing but cash remains tight, margins are unclear or costs are rising faster than earnings.
We examine how money moves through your business and where performance can improve. The work connects pricing, costs, collections, supplier payments and working capital to the decisions you can influence.
Benefit: Better visibility of pressure points and a practical basis for improving financial resilience.
What you can expect
- Review of revenue streams, direct costs and gross margins.
- Analysis of cash timing, receivables, stock and payables where relevant.
- A cash-flow forecast and practical improvement priorities.
- A simple monitoring dashboard and agreed review rhythm.
Financial Education for Business Owners
For owners and managers who want to understand financial reports, ask better questions and take a more active role in business finances.
Our proposed learning offers combine plain-language explanations, practical examples and tools that connect directly to business decisions. Training can be designed for individual businesses, groups of entrepreneurs or organisations supporting enterprise development.
Benefit: Greater confidence interpreting numbers and using them to manage the business.
What you can expect
- Agreed learning objectives.
- Teaching on relevant financial concepts.
- Practical exercises.
- Templates or action tools appropriate to the programme.
Ongoing Strategic Advisory
For established owners who want a regular sounding board and structured financial oversight as the business develops.
We agree a review rhythm, assess performance against plans and help you work through important decisions. The engagement may include management report reviews, forecast updates, growth discussions and follow-up on agreed actions
Benefit: Continuity and accountability as you put plans into practice.
What you can expect
- A defined meeting schedule
- Agreed reporting inputs
- A clear scope of support
- Regular review of priorities
What will it cost
The fee depends on the complexity of your business, the information available and the support required. After an initial discussion, we will set out the recommended scope, deliverables and fee so you can make an informed decision.
Not sure where to start?
Describe the challenge. We will help identify which service is the most useful
starting point.