Business Advisory

We act as the finance brain behind your business. Our business advisory service gives you cashflow forecasting, budgeting, and the financial forecasting and investor-ready models you need to make confident decisions and raise money.

Whether you are preparing for a seed or Series A round, applying to an accelerator, or simply want to understand your numbers, we build the forecasts, track the KPIs that matter, and help you turn data into growth.

Cashflow forecasting and budgeting

Most businesses that fail are profitable on paper but run out of cash. We build rolling cashflow forecasts that show your runway, flag tax and VAT payments before they bite, and let you plan hiring and investment with confidence. Paired with an annual budget, you always know whether you are ahead or behind plan, and why.

The forecasts that work are the ones that get used, which usually means simpler than you expect and updated monthly rather than rebuilt annually. Our guide to cashflow forecasting models that actually get used covers the approach.

Management accounts you can act on

Statutory accounts are filed months after the year they describe and are designed for Companies House, not for decisions. Monthly management accounts tell you what is happening while you can still change it: profit and loss against budget and prior year, balance sheet, cash and forecast, aged debtors, a short set of KPIs and, crucially, commentary explaining what moved.

They are also the first thing a lender, investor or buyer asks for. See our guide to why monthly management accounts win.

Investor-ready models and fundraising support

Raising money? We build the financial models investors expect, three-statement projections, unit economics and scenario analysis, and get your cap table and tax position in order. We also handle the SEIS/EIS advance assurance investors look for. Our guides to startup funding from pre-seed to Series B and the best UK startup accelerators are a good place to start, and funding your UK SME covers the options beyond equity.

KPIs and reporting

You cannot improve what you do not measure. We identify the handful of KPIs that actually drive your business, build them into clear monthly reporting, and review them with you so the numbers lead to action rather than filing. Our note on the five KPIs every owner-managed business should track is a sensible starting set.

What your business is worth, and how to raise it

Most owners have a number in mind and no basis for it. We prepare valuations for transactions, share schemes and planning, and, more usefully, work on the factors that actually move the multiple: owner dependence, customer concentration, recurring revenue, management depth and the quality of your records. Every one of those takes one to three years to change, which is why the conversation belongs well before a sale. See how much is your business worth.

Exit, succession and the long view

Whether you are selling, handing on to family, or simply want the option, the preparation is similar and it starts years out. We cover exit readiness, succession planning for family businesses, and the tax structuring that determines what you keep, including the Business Asset Disposal Relief conditions that must be satisfied for two years before a disposal.

How this fits together

Advisory only works on reliable numbers, so it sits on top of solid bookkeeping. For founders who want the whole thing as one package, our outsourced finance and virtual CFO service combines the back office with the advisory layer.