Financial Services

Financial Strategy for
Sustainable Growth

Strengthen your financial foundations with Big 4 expertise. From strategic planning to capital raises, we help ambitious businesses optimize funding and deliver sustainable growth.

Tony WestheadLed by Tony Westhead
Our Financial Services

Comprehensive Financial
Consulting

Financial Strategy & Planning

Modeling • Forecasting • KPIs • Board Reporting

Build financial foundations that support ambitious growth. We develop comprehensive financial models, establish KPI frameworks, and create board-ready reporting that gives stakeholders confidence.

Financial modeling and forecasting
Budgeting and cash flow management
KPI development and tracking
Board-ready financial reporting
Ideal for: Scale-ups preparing for growth or fundraising

Treasury Management

Cash Flow • Working Capital • Banking • FX

Optimize your cash position and working capital efficiency. We implement treasury best practices, manage banking relationships, and develop foreign exchange strategies for international operations.

Cash flow optimization
Working capital management
Banking relationship management
Foreign exchange strategy
Ideal for: Companies with complex cash needs or international operations

Debt & Equity Funding

Fundraising • Due Diligence • Term Sheets • Debt

Secure the capital you need to grow. We support fundraising strategy and execution, prepare for investor due diligence, and structure debt facilities that match your business needs.

Fundraising strategy and execution
Investor pitch deck financial sections
Due diligence preparation
Debt facility structuring
Ideal for: Series A+ companies seeking capital

Financial Compliance

Reporting • Audit • Tax • Governance

Build robust financial governance that satisfies investors and regulators. We implement management reporting frameworks, prepare for audits, and coordinate tax planning with your advisors.

Management accounts and reporting
Audit preparation and support
Tax planning and compliance coordination
Regulatory financial reporting
Ideal for: Companies needing robust financial governance

Need Legal Strategy Too?

Our legal services complement financial strategy perfectly. From compliance frameworks to M&A transactions, get advisors who actually talk to each other.

Explore Legal Services

Build Financial Foundations for
Sustainable Growth

Join the scale-ups that chose Big 4 rigour with startup agility, strategy that actually gets executed