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Corporate finance advisory
Forecasting that updates itself
Monthly budgeting, rolling forecasts and variance analysis for growing and mature businesses, including portfolio companies that need a stronger finance function.
A forecast is only useful if it is current. We connect the forecast to the accounting system, so actuals flow in automatically and variance commentary is drafted for the finance team to review rather than written from scratch.
For owner-managed businesses this is often the first step: a monthly pack that arrives on time, with the numbers senior management actually needs.
What technology changes
Rolling forecasts fed straight from your accounting system, with variance commentary drafted automatically.
What we deliver
- Annual budgetsDriver-based budgets built with the management team.
- Rolling forecastsForecasts fed straight from the accounting system and updated monthly.
- Variance analysisCommentary drafted automatically for the finance team to review.
- Board reportingManagement accounts and board packs from a single source of truth.
Who this is for
SMEs and owner-managed businesses
A finance function without the overhead of one
See how we helpHospitality
Hotels, restaurants and tourism
See how we helpHome care and nursing homes
Care providers, nursing home groups and their investors
See how we helpTechnology and start-ups
High-growth companies raising and scaling
See how we helpPrivate equity
From deal screening to exit
See how we helpOther corporate finance advisory services: Deals and fund raising · Business strategy and management consulting · Bespoke financial modelling · Valuations and financial reporting · Due diligence · Debt restructuring and refinancing · Accounting services · Risk management
Start with one conversation.
Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.