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

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 - financial insight, operational efficiency and funding readiness.

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

Is it cash flow?

The way the business is structured?

Capital constraints?

Or all three?

We bring a banker's eye to that problem.

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

What we analyse:

• P&L, balance sheet and cash flow

• Financial reporting & accounting systems

• The drivers of profitability and growth

• Hidden risks and performance constraints

How we work:

• We dig deep into your numbers to understand not just what is happening but why it's happening

• We identify the key financial issues limiting profitability, cashflow and growth

What you receive:

• A detailed report identifying key risks, opportunities and recommended actions

• A practical cashflow forecasting model and guidance on how to maintain it

  A live KPI dashboard tracking your most important business-success metrics

• A management debrief on the findings and 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

• The key risks that lenders and investors will identify

How we work:

• We assess your business from a lender's and investor's perspective

• We determine whether you're ready to proceed now or what needs improving first

What you receive:

• A funding readiness assessment report

• Recommendations on the most suitable funding options for your business

• A management debrief on the findings and recommendations

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:

• People — roles, responsibilities, and accountability

• Processes — how work flows through the business and where bottlenecks occur

• Systems — the technology & tools you use

How we work:

• We work with management and key staff to understand how the business operates

• We bring an objective outside perspective to identify opportunities for improvement

What you receive:

• A detailed report identifying key operational issues, bottlenecks and recommended actions

• A management debrief on the findings and 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

£3,000

Introductory Offer

£1,999

Operational Diagnostic

Introductory Offer

£3,000

£1,999

Prepare to Fund Diagnostic

Introductory Offer

£1,000

£500

Choose your Diagnosis

Ongoing Advisory

Strategic Finance

Change Management

Our Competitive Advantage

Practical Problem Solving

The Banking Insider

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