ADVISORY + EDUCATION
Financial support for the decisions that shape your business
Find the right starting point for stronger cash flow, clearer strategy and better funding preparation. We agree the scope, deliverables, timing and fees before paid work begins.
Business Financial Diagnostic
When you know something needs to change but are unsure where to start.
We review your available financial information and business goals to identify the pressures, gaps and
decisions that deserve attention first.
You can expect:
- A structured review of the information available.
- Clear priorities and assumptions to investigate.
- A findings discussion and practical next steps.
- The value: clarity before committing to a larger piece of work.
Financial Consulting and Business Strategy
For owners weighing expansion, a new offer or a significant investment.
Connect your ambition with the numbers behind it. We examine your business model, available resources and key assumptions, then turn the chosen direction into an actionable plan.
Depending on the agreed scope, support can include budgets, forecasts, scenario analysis and an action plan with responsibilities and review measures.
The value: a clearer basis for committing your time and money.
Funding Readiness
For businesses and projects preparing to approach lenders, investors or suitable funding programmes.
Clarify how much funding you need, what it will achieve and the financial case behind your request.
Support can include business plans, forecasts, pitch materials and preparation for funder questions.
The value: a coherent proposal with clearer assumptions and evidence.
Profit and Cash Flow Advisory
For businesses where sales are growing but cash is tight, margins are unclear or costs are rising.
Understand how money moves through your business. We connect pricing, costs, customer collections and
supplier payments with the decisions you can influence.
Depending on scope, you can expect a margin review, cash-flow forecast, improvement priorities and a simple monitoring dashboard.
The value: better visibility and a practical plan for improving financial control.
Financial Education for Business Owners
For owners and managers who want to understand the numbers and use them with confidence.
Build practical skills through the Finance & Business Masterclass or a workshop designed around your organisation’s needs. Explore financial reports, planning, cash flow and the choices behind sustainable growth.
The value: clearer thinking and greater confidence in everyday business decisions.
Ongoing Strategic Advisory
For established owners who want a regular sounding board as the business develops.
Review performance against plans, update priorities and work through important decisions with experienced financial and business input.
We agree the meeting schedule, reporting inputs, support boundaries and review process before starting.
The value: continuity and accountability as you put plans into practice.
What will it cost?
Fees depend on the complexity of the decision, the information available and the support required.
Following an initial discussion, we set out the recommended scope, deliverables and fee so you can decide with confidence.
Not sure where to start?
Describe the challenge and the decision you need to make. We will help identify a useful starting point.