Service
Business Advisory and Virtual CFO
Advisory support on structure, funding, reporting and transactions.
Discuss this serviceWhat you can ask for
Each one is a defined piece of work with its own page. Open the one you need, or send an enquiry and it will be scoped with you.
- 01Business Structuring and Entity ChoiceComparing entity forms and group structures against how you intend to operate.
- 02Virtual CFOOngoing finance leadership covering reporting, controls, cash and compliance oversight.
- 03MIS and Management ReportingRecurring management reports, budgets and variance analysis for owners and boards.
- 04Projections and CMA DataPreparing financial projections and the CMA statements used in bank and lender submissions.
- 05Financial and Tax Due DiligenceReviewing books, tax positions and compliance history ahead of a transaction or investment.
- 06Business and Share ValuationValuation reports prepared for transactions, share allotments and regulatory submissions.
- 07Conversion, Restructuring and ClosureSupport for converting entity type, reorganising a group, or winding down and closing an entity.
- 08Startup and Fundraising SupportCap table, financial model and diligence readiness for an investment round.
Engagement scope
The exact scope, information requirements, responsibilities and review timeline are confirmed before work begins.
This page intentionally avoids generic package claims. The final service description requires approved practice wording and engagement boundaries.