For the business owner preparing for a specific, high-stakes capital event within the next 6-18 months. This is for you if you're looking to raise a significant round of funding (debt or equity), preparing the business for sale, or acquiring another company.

"We have a massive opportunity to raise capital or sell the business, but our financial house is not in order. We need an expert to prepare us for the intense scrutiny of due diligence and help us maximise our valuation."

Investment-Grade Financial Model: We'll build a robust, defensible financial model that stands up to the rigorous scrutiny of investors, buyers, and lenders.

Data Room Preparation: We will meticulously organise all your financial documentation and build a comprehensive virtual data room, ensuring you are prepared for the due diligence process from day one.

Financial Narrative & Pitch Support: We'll help you craft the compelling financial story that underpins your pitch deck and investor presentations, turning your numbers into a powerful argument for investment.

Due Diligence Support: We act as the primary financial point of contact throughout the due diligence process, managing inquiries and ensuring a smooth, efficient transaction.

Valuation Maximisation: We'll proactively identify and help you address financial weaknesses, strengthening your company's valuation ahead of the transaction.

A successful transaction at a maximised valuation. You'll enter the process with the confidence that your financials are professional, defensible, and presented in the best possible light, dramatically increasing your likelihood of a successful close.

This is a project-based engagement for businesses at a critical inflection point. If you are planning a capital raise, M&A activity, or an exit in the near future, our Transaction Readiness service will ensure your financials are a core strength of the deal.