Practice Areas · Advisory & Growth · Strategy & Risk · Strategic planning

Strategic planning

Sound strategy rests on sound financial planning. The firm helps shape budgets, capital structure, and business plans, and runs due diligence.

Financial management

Financial management advisory — improving profitability, managing capital and returns, and putting the financial discipline in place that keeps the business healthy and growing.

Cost management

Cost management advisory — building the costing visibility you need, finding and removing waste, and protecting margins without cutting into what drives the business.

Budgetary control

Budgeting and budgetary control — building realistic budgets, tracking actuals against them, and using variance analysis to hold performance to the plan.

Debt & equity management

Capital-structure advisory — finding the right balance of debt and equity, managing the cost of capital and gearing, and restructuring the balance sheet where it's out of shape.

Due diligence

Independent due diligence — financial, tax, and secretarial — for buyers, investors, and lenders, surfacing the risks, liabilities, and deal-breakers before you commit.

Business plan consulting

Business-plan consulting — building a credible, fundable plan that sets out the strategy, the model, and the financials, whether for raising capital or steering the business.

Business plan review

An independent review of your existing business plan — testing the strategy, the assumptions, and the financials, and giving you a candid view of where it holds up and where it doesn't.