Eight capabilities. Every engagement is built from them.
This is the whole of what we do. Each page sets out the method, the output format, the standard the work is held to and which engagements include it.
Financial models
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
Investor decks & executive summaries
The deck, the one-pager and the Q&A pack — one narrative, backed by the model.
Valuation & returns analysis
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
Data rooms & diligence readiness
Structured, indexed, complete before the first request list lands.
13-week cash flow forecasting
The single most useful tool in a small business. Updated weekly, owner-friendly.
Monthly close & controls
Books closed by working day ten, in the same format every month.
Board & lender reporting
Covenant packages, board packs and investor updates in the format they actually want.
Transaction support
Buy-side and sell-side work, from first model to post-close integration.
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.