Financial Advisory
We provide strategic financial and business advisory services designed to support growth, guide investment decisions, and help businesses realise their full potential. From valuations and M&A support to financial modelling and funding assistance, our team combines technical expertise with a practical approach to help clients address complex financial and business matters with clarity and confidence.
Your goals are our priority; we are here to support you with thoughtful, tailored advice that empowers confident decisions, creates lasting value and helps your business thrive for the long-term.
We combine technical expertise with a hands-on, collaborative approach to guide businesses through various financial and business landscapes. Whether you're a start-up or an established business, we tailor our services to meet your unique needs; always with integrity, clarity and a commitment to your goals.
Valuations
Mergers & acquisitions
Financial modelling
Financing
EU funding & national incentives
Business advisory
Cash flow management & budgeting
Other services
Valuations
Understanding the value of your business or assets is critical for informed decision-making. We carry out comprehensive valuations for various purposes, including transactions, investment, restructuring and reporting.
- Company / Equity Valuations - Assessing the value of businesses for investors, shareholders or corporate restructuring.
- Bond Valuations - Independent valuation of debt instruments for financial reporting or transactional purposes.
- Intellectual Property Valuations - Determining the value of brands, trademarks, software and other intangible assets.
- Other Asset Valuations - Valuing a variety of tangible and intangible assets depending on your business needs.
- Valuation of a Specific Business Line / Service Line - Assessments to determine the standalone value of a particular division or service offering; which is useful for internal strategy, divestment or performance evaluation.
- Purchase Price Allocation - Allocation of the purchase price in a business combination to each of the acquired assets and liabilities for financial reporting purposes under relevant accounting standards.
Mergers & acquisitions
We support clients throughout the M&A lifecycle, from initial strategy to the execution of the transaction. This includes the determination of a fair and strategic price tailored to the specifics of the deal, as well as assistance with drafting a sales pitch.
- Deal support and negotiation assistance
- Buy-side and sell-side valuation advisory
- Financial due diligence
Financial modelling
We develop tailor-made, easy-to-use financial models that serve as a strong foundation for a business’ success. These models are powerful tools that support businesses in their strategic planning and investment decisions.
- Financial Forecasts - Multi-year financial projections to support planning or investment decisions.
- Feasibility Studies and Cost-benefit Analysis - Detailed analysis of new business ideas and investment opportunities to assess financial and commercial viability.
- Business Plans - Professionally drafted business plans for start-ups, or businesses looking to expand, diversify or internationalise.
Financing
We support businesses in identifying and securing the right type of financing to fund their growth and investment plans.
- Bank Financing - We assist in preparing the necessary documentation and financial projections to support requests for bank financing, while also advising on optimal debt structures and terms to ensure financial sustainability.
- Equity Investment Support – We support businesses seeking equity financing by preparing business valuations to support negotiations and creating investment pitches that clearly communicate your value proposition to potential investors.
- Capital Markets - We guide businesses throughout the process of listing on a stock exchange or issuing bonds by providing strategic guidance, assisting with the preparation of documentation required and liaising with Regulatory Authorities to ensure full compliance and a smooth listing process.
EU funding & national incentives
We help businesses tap into available grants and incentives by:
- Eligibility Assessment – Evaluating whether your project qualifies for EU or National funding support.
- Application Support – Preparing the application, compiling supporting documentation, submitting the application and liaising with the respective Authority on your behalf.
- Procurement Guidance – Ensuring compliance with the procurement rules tied to the specific funding scheme.
- Reimbursement Assistance – Handle the reimbursement process to secure timely disbursement of approved funds.
Business advisory
Our business advisory services are designed to support you at every stage of your business, whether you're scaling up, embracing innovation, planning for succession or preparing for a strategic transition.
- Family businesses – We help family businesses protect and grow their financial across generations. Our support focuses on optimising financial performance, preparing for wealth transition and identifying opportunities to enhance long-term value; ensuring the business remains financially resilient.
- Strategic Advisory – We act as a trusted financial advisor to the board of directors, participating in regular discussions to identify strategic opportunities for growth and value creation. Our role is to bring an external, financially focused perspective; helping boards evaluate key decisions, assess performance and align financial strategy with long-term business goals.
Cash flow management & budgeting
Effective cash flow management is critical to sustain the day-to-day operations and supporting long-term growth. We help businesses gain clarity and control over their finances by:
- Developing tailored budgeting models aligned with business goals
- Monitoring and forecasting cash flow to anticipate shortfalls
- Identifying cost-saving opportunities and improving working capital efficiency
- Supporting decision-making with scenario planning and stress testing
Other services
- ESEF Reporting - Preparation of annual financial reports in the European Single Electronic Format (ESEF)
Insights
FAQs
Why should I prepare a financial model?
A financial model helps you make informed decisions by projecting future performance, testing scenarios by stress testing various assumptions, and supporting funding, budgeting or strategic planning.
Who requires ESEF reporting?
ESEF (European Single Electronic Format) reporting is mandatory for issuers listed on EU-regulated markets, for annual financial reports prepared under IFRS.
Why do I need a purchase price allocation (PPA) report?
A PPA is required after a business acquisition took place in order to allocate the purchase price across acquired assets and liabilities for financial reporting and compliance with accounting standards.
When should I prepare a succession plan for my family business?
Ideally, succession planning should start well before a transition is needed. Early planning ensures continuity, reduces risk and allows time to prepare the next generation.
What’s the difference between a succession plan and a business plan?
A succession plan focuses on preparing for the future leadership or ownership of a family-run business. It outlines who will take over, when and how, ensuring a smooth transition and business continuity. On the other hand, a business plan outlines the company’s strategy, operations and financial goals. It’s typically used to guide growth, secure funding or undertake new initiatives.
Why involve an advisory board member?
An advisory board member/consultant brings external expertise and perspective, helping you challenge assumptions, refine strategy and make more confident decisions.
Why involves an advisory consultant?
An advisory consultant brings external expertise and perspective, helping you challenge assumptions, refine strategy and make more confident decisions.
Get in touch
Reach out to us to discuss how our innovative solutions can help meet your advisory needs. Our team of experts is ready to provide tailored strategies that enhance efficiency, streamline processes, and ultimately drive your business success. Let's explore how we can work together to achieve your financial goals!