What is included
- Scoping call to agree the question we are answering
- Financial and commercial analysis
- Written findings with clear recommendations
- Presentation to founders, boards or investors
- Ongoing support as decisions are implemented
How it works
- Free consultationWe confirm what needs to be filed, by when, and what we will need from you.
- Fixed-fee proposalYou get the scope, timeline and price in writing before any work starts.
- We do the workDocuments are collected through a secure portal, and your accountant keeps you updated.
- Review and fileWe walk you through the result, file it, and send you the confirmation.
What we will ask you for
Have these ready and we can usually start the same week. Missing something? We will help you get it.
- Recent financial statements and management accounts
- Business plan or projections
- Cap table and key agreements
- Any lender or investor requirements
Common questions
Is advisory priced hourly or fixed?
Most engagements are fixed-fee against an agreed scope. Retainers are available for ongoing CFO-level support.