Advisory
Business Advisory
Practical financial analysis for decisions about growth, structure, financing and transactions.
Overview
What this service involves.
Advisory work begins with the decision in front of the organization. We assemble the relevant financial information, set out the alternatives and their implications, and stay available as circumstances change.
When it may be useful
- A purchase, sale or major investment is being evaluated.
- A lender or investor requires forecasts and supporting analysis.
- Results are diverging from expectations and the cause is unclear.
Preparation
Information you may need to provide.
Nothing needs to be complete before we speak. Where records are incomplete, bringing them current is treated as its own piece of work.
- 01Recent financial statements and internal reporting
- 02Details of the decision or transaction under consideration
- 03Existing budgets, forecasts or lender requirements
- 04Relevant agreements, where they affect the analysis
Confidential documents should not be sent through the website contact form or ordinary email. We will confirm how to transmit them securely.
Connected services
How this work connects to the rest.
Accounting and Financial Reporting
Financial statements and year-end reporting prepared so that owners, boards and lenders can rely on the numbers in front of them.
Succession and Estate Planning
Long-term planning for the transition of a business or the affairs of a family, coordinated with legal advisers.
Corporate Tax
Corporate tax compliance and planning handled alongside your reporting, so filings and decisions stay connected.
Questions
Before you get in touch.
Scope is confirmed in writing before work begins, based on the reporting obligations that apply, what records already exist, and the decisions the organization is facing.
Yes, and they often are. Reporting, tax and advisory work draw on the same records and the same understanding of the organization, which is why they are coordinated rather than treated separately.
That depends on who relies on the financial statements and what your governing documents, funders or lenders require. It is one of the first things we review together.
Fee arrangements are discussed as part of confirming the engagement, once the scope of work is understood. Pricing is not published on this website.
Insights
Related reading.
No articles relating to this service have been published yet.
Advisory work is scoped for each engagement. Ongoing advisory support is provided where it forms part of the agreed engagement.
Information provided through this website is general in nature and should not be considered accounting, tax, legal or financial advice. Professional advice should be obtained for your specific circumstances.
Contact
Start with a confidential conversation.
Tell us what you are working through, even if every detail has not yet been defined. Our team can help determine whether our services align with your needs.