The finance work that surrounds growth — planning, restructuring, transactions, and the documentation each one demands.
When a business is growing, raising, restructuring, or being sold, the finance work expands beyond the monthly close. Advisory is the work that surrounds these moments. It is not a permanent monthly retainer; it is project-based and scoped each time.
Illustrative — actual scope is defined per engagement.
Founders and finance leaders facing a specific event — a fundraise, a banking review, a restructure, a board meeting that exposed a reporting gap. Also for businesses whose monthly numbers are clean but whose forward-looking finance work is being done in a hurry on a Sunday.
Scoped per engagement. Fixed-fee where the work is predictable; time-and-materials where it is not.
Engagement scope and fees are sized to your business. Most engagements start with a short message exchange and a written proposal within five working days. See how we price.
No. Advisory work is project-based and scoped each time: fixed-fee where the work is predictable, time-and-materials only for genuinely open-ended work, agreed in advance.
Budgets, forecasts and financial models, financial due diligence and transaction support, group restructuring and intercompany design, lender and investor engagement, and management-reporting redesign.
No. Advisory work is faster when we already run the numbers, but it is not a condition.
With a written scope. Defined work is quoted as a fixed fee; anything genuinely undefined is agreed as time-and-materials before it starts. See how we price for the principles behind every quote.
Tell us what's coming up and we'll reply with questions and a written proposal, usually within five working days. See how we price first if you'd like.
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