Financial Advisory & Consulting
Financial Advisory & Consulting
SMEs • Startups • Exporters
Independent, data-driven financial advisory for growth, funding, and compliance. We help you build robust financial models, access bank programs, optimize cash flow, and meet regulatory requirements.
What We Do
- Financial models & business plans
- Cash-flow forecasting & working capital
- Budgeting & performance dashboards (KPI)
- Pricing, unit economics & margin analysis
- Bank readiness & loan packages (CBE programs)
- Investor decks & fundraising support
- Export finance (letters of credit, rebates)
- Cost optimization & scenario planning
- Tax & compliance coordination*
- Audit preparation & data rooms
- Grants & incentives mapping
- Board reporting & governance
* We coordinate with licensed tax/accounting partners as needed.
Who We Help
SMEs & Family Businesses
Cash-flow, bank facilities, and cost control for stable growth.
Startups
Unit economics, runway, fundraising materials, KPI dashboards.
Exporters & Manufacturers
Export finance, rebates, FX scenarios, and working-capital cycles.
Packages
Growth
- Detailed 3-statement model
- Bank / investor pack
- Monthly KPI dashboard
- 2 review calls / month
Enterprise
- Scenario planning & board reports
- Data room & audit prep
- On-site/remote finance ops
How It Works
- Discovery call (understand goals, constraints, timelines).
- Data checklist & NDA (we respect confidentiality).
- Modeling & analysis (iterations with your team).
- Delivery: model + report + action plan.
- Follow-up reviews and implementation support.
Documents Checklist
- Historical P&L, balance sheet, cash-flow (12–36 months)
- Bank statements & facilities summary
- Sales by product/channel & COGS breakdown
- Headcount & payroll summary
- Capex plan & loan schedule (if any)
- Tax filings & major contracts (top 10)
FAQ
Do you issue official reports for banks/investors?
Yes—deliverables can be tailored to bank or investor requirements.
Is pricing fixed?
Packages are indicative; final quotes depend on scope, timeline, and data readiness.
Do you handle taxes and audits?
We coordinate with certified partners; we manage modeling, analysis, and preparation.
Book a Consultation
Tell us about your company, goals, and timeline. We’ll respond with a tailored plan.
Get In Touch
Financial Advisory & Consulting
SMEs • Startups • Exporters
Independent, data-driven financial advisory for growth, funding, and compliance. We help you build robust financial models, access bank programs, optimize cash flow, and meet regulatory requirements.
What We Do
- Financial models & business plans
- Cash-flow forecasting & working capital
- Budgeting & performance dashboards (KPI)
- Pricing, unit economics & margin analysis
- Bank readiness & loan packages (CBE programs)
- Investor decks & fundraising support
- Export finance (letters of credit, rebates)
- Cost optimization & scenario planning
- Tax & compliance coordination*
- Audit preparation & data rooms
- Grants & incentives mapping
- Board reporting & governance
* We coordinate with licensed tax/accounting partners as needed.
Who We Help
SMEs & Family Businesses
Cash-flow, bank facilities, and cost control for stable growth.
Startups
Unit economics, runway, fundraising materials, KPI dashboards.
Exporters & Manufacturers
Export finance, rebates, FX scenarios, and working-capital cycles.
Packages
Growth
- Detailed 3-statement model
- Bank / investor pack
- Monthly KPI dashboard
- 2 review calls / month
Enterprise
- Scenario planning & board reports
- Data room & audit prep
- On-site/remote finance ops
How It Works
- Discovery call (understand goals, constraints, timelines).
- Data checklist & NDA (we respect confidentiality).
- Modeling & analysis (iterations with your team).
- Delivery: model + report + action plan.
- Follow-up reviews and implementation support.
Documents Checklist
- Historical P&L, balance sheet, cash-flow (12–36 months)
- Bank statements & facilities summary
- Sales by product/channel & COGS breakdown
- Headcount & payroll summary
- Capex plan & loan schedule (if any)
- Tax filings & major contracts (top 10)
FAQ
Do you issue official reports for banks/investors?
Yes—deliverables can be tailored to bank or investor requirements.
Is pricing fixed?
Packages are indicative; final quotes depend on scope, timeline, and data readiness.
Do you handle taxes and audits?
We coordinate with certified partners; we manage modeling, analysis, and preparation.
Book a Consultation
Tell us about your company, goals, and timeline. We’ll respond with a tailored plan.
Get In Touch
