What you can expect
  • Build or review a business plan, cash flow and investment memorandum to present to lenders and investors.
  • Review of financial support systems to ensure that they are suitable for use and provide the level and detail needed to run the business
  • Mentoring the existing finance team to provide adequate financial support to the business.
  • Review your cash flow to understand how much and how long you need it for – i.e. when will you pay the investors back?
  • Review pricing models, costs, customers and business models to identify opportunities to increase profits over the long term.
  • Identifying and implementing cost savings
  • Contract reviews, contract pricing, formulation and negotiation
  • Design and implement budgetary and forecasting processes for the business
  • Should you buy a business to accelerate growth, how to identify a target, ensure thorough due diligence, valuation and the purchase process.
  • Critical analysis How to fix a situation, restructure or turn around when all looks bleak, and whether to give it a go or cut and live to fight another day
  • Identify Key Performance Indicators (KPI) for the business, how to measure them and how to incentivise staff accordingly.
  • Should you sell the whole business, how much do you want for it? Then, we can advise if it is realistic and how to achieve that target within your preferred time frame.
  • How much is the business worth, and how can you can get it to be worth more
  • Whether to offer equity, debt or some hybrid, at what price and what range are you willing to negotiate
  • We guide you through the pros and cons of various options, including banks, angels, seed funds, high-net-worth individuals, crowdfunding, venture capital or minority sales to trade partners.
  • Preliminary documents and discussions, and shortlists of interested buyers
  • Assist with negotiations, valuations, contract terms and the due diligence process in selling A business
  • Assist in building a sales/IPO team, if necessary, including lawyers, auditors, sponsors, their scope and remuneration
  • Review and advise on sale & purchase agreements or shareholder agreements, advising of potential issues and risks
  • Introductions to lenders, investors and potential buyers with whom we have direct relationships