We partner with accountants to provide seamless and credible access to specialist corporate finance services you may not provide daily, such as valuations, exit planning, transaction readiness, or funding strategy, while preserving your role as trusted advisor.
You have strong relationships with your clients, built on trust, clear advice, and long years of service. But there may be some occasions where additional specialist support is needed.
Providing corporate finance in-house can stretch resources, requiring specialist knowledge. When unprepared, it has the potential to create conflicts or gaps. By working with us, you can offer full service without having to build every capability yourself.
We tailor how we work with you and your clients to match your practice style, capacity and the client’s needs. We can be as involved as you like.
Contact UsWe help you deliver accurate, credible valuations based on detailed financial analysis, benchmarking, and realistic growth and risk assumptions.
We produce scenario-driven forecasts, sensitivity analyses, and cash flow models that give clients insight into “what if” options and future possibilities.
We can step in as fractional CFO/finance director when needed, helping with governance, strategic planning, deal preparation or oversight without you or your client hiring full-time.
For clients considering selling, buying or merging, we support the process end-to-end: strategy, deal structuring, due diligence, negotiations and closing.
We work in partnership. You remain the client’s key contact, and we will ensure your contribution, advice and role are appropriately reflected and rewarded.
We don’t replace you; we simply enhance what you already offer. Our role is to collaborate with you, stay coordinated, and ensure you remain front and centre with your clients.
Having worked through countless valuations, exits, ownership changes and capital raises, we know exactly what investors, acquirers and buyers look for. That insight allows us to anticipate issues early, prepare clients thoroughly, and help you avoid common pitfalls that could delay or derail a deal.
We also adapt to your scale and capacity. You can draw on our expertise as and when you need it.
We’re credible and defensible in everything we do. Our work is rigorous, well documented and transparent, with clear assumptions and models that stand up under scrutiny. That means when you present our output to your clients, lenders or investors, you do so with total confidence.
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