Most small business owners know something's off, but can't pinpoint exactly what it is.

And that combination matters.

Numbers without context mislead, operations without accountability fail, strategy without capital is impossible.

We connect all three to help owners move from uncertainty to confident, informed action.

Your Growth, Our Mission

We bring a banker's eye to that problem.

• Financial insight

• Operational efficiency, and;

• Funding readiness.

With 20 years experience in the industry (lending, investment analysis, counterparty risk, change programmes), we now work with small business owners to deliver what most advisors can't:

• Is it cash flow?

• The way the business is structured?

• Capital constraints?

• Or all three?

Understand how your business is really performing financially and where the biggest opportunities and risks lie.

What we analyse:

• Financial performance & cash flow

• Reporting, forecasting & budgeting

• KPIs and business drivers

• Risks and growth opportunities

What you receive:

• Financial diagnostic report

• Cash flow forecast model

• Management reporting pack

• Financial findings & recommendations

• Automation & AI recommendations

Understand whether your business is ready for funding and what needs to improve before you apply.

What we analyse:

• Funding objectives and requirements

• Financial position and reporting

• Operational readiness

• Key lender and investor risks

What you receive:

• A funding readiness report

• Recommendations on the most suitable funding options

• A quote to complete a funding application

Choose Your Starting Point

2. Operational Diagnostic

3. Prepare to Fund

A detailed assessment of how your business operates, where inefficiencies exist and what is limiting performance.

What we analyse:

• Management and accountability

• Processes & performance

• Reporting & decision-making

• Systems & technology

What you receive:

• Operational diagnostic report

• Prioritised improvement roadmap

• Management debrief

• Operations findings & recommendations

• Automation & AI recommendations

1. Financial Diagnostic

Step 1

Step 2

Step 3

Working With Us

We listen, ask the right questions, and tell you where we think the gaps are and how we can help.

No card details are taken on the call.

Free 30-Minute Discovery Call

As we give you a detailed document to review before you commit.

Financial Diagnostic

£5,000

Introductory Offer

£2,000 - £4,000

Operational Diagnostic

Introductory Offer

£5,000

Prepare to Fund Diagnostic

Introductory Offer

£1,000

£500

Choose your Diagnostic

Ongoing Advisory

Financial Advisory

Operations Advisory

• Improve financial visibility and control

• Strengthen forecasting and decision-making

• Build a more valuable, financeable, or saleable business

• Improve cash flow, profitability and capital efficiency

• Improve operational visibility and accountability

• Strengthen execution and management discipline

• Build a more scalable business

• Address bottlenecks, risks and performance constraints

• Prepare your business for funding (incl. financial and / or operational needs)

• Support lender and investor engagement

• Prepare funding applications

• Manage ongoing funding and reporting requirements

Funding Advisory

£2,000 - £4,000