Foundation
Getting your financial house in order: visibility, discipline, and control from the ground up.
- You're profitable but have limited visibility into your numbers
- Financial reporting is reactive; you look back, not forward
- You need systems, disciplines, and a financial rhythm put in place
- Monthly management accounts & reporting
- Cash flow forecasting & working capital management
- Board pack preparation & governance support
- KPI dashboards & financial visibility frameworks
- FP&A and scenario planning
- Financial systems optimisation & controls
Growth
An embedded financial partner for businesses navigating complexity and scaling with confidence.
- You're scaling and financial decisions are becoming more consequential
- You need investor-grade modelling, forecasting, or data room preparation
- Strategic decisions require a senior financial voice at the table
- Everything in Foundation
- 3-statement integrated financial models
- Business valuations (DCF, revenue multiples, comps)
- Scenario analysis & sensitivity testing
- Capital raising models & data room support
- Product & segment profitability analysis
Strategic
Senior financial leadership during defining moments: funding, acquisitions, and major structural decisions.
- You're preparing for a funding round, acquisition, or exit
- A transaction requires due diligence and deal-level financial rigour
- Your business faces a structural decision that demands senior-level thinking
- Due diligence & transaction advisory
- M&A support: sell-side, buy-side, integration
- Equity raise & investor relations advisory
- Corporate restructuring & optimisation
- Tax structuring & efficiency planning
- Cost reduction & operational efficiency
All engagements begin with a discovery conversation. Scope and structure are confirmed before any work begins.
Engagement Scope
What each engagement covers
A clear view of scope across all three engagements, to help you identify where you belong.
What to Expect
How every engagement begins
Every client starts in the same place: with a conversation. Structure and scope are confirmed before any work begins.
Discovery
An open conversation to understand your business, challenges, and growth ambitions. No obligation, just clarity.
Diagnostic
A structured review of your financial position: systems, reporting, risks, and opportunities. We identify where the work starts.
Scope & Structure
We confirm the engagement tier, define the scope, agree on deliverables, and set expectations before month one begins.
Ongoing Partnership
Consistent, embedded support, not periodic check-ins. A financial thinking partner available as your business evolves.
Reporting & Visibility
A regular rhythm of financial reporting, forecasting, and strategic input, so decisions are always made with clarity.
Outcomes, Not Hours
Engagements are structured around results, not time billed. As your business grows, the engagement evolves with it.