Financial Performance & Advisory
Finance that looks forward, not just backward.
Finance that looks forward, not just backward.
Too many finance functions are stuck in the rear-view mirror—producing reports about what happened rather than insights about what should happen next. Meanwhile, operational decisions are made without understanding their true financial impact.
We link operational drivers to financial outcomes. Our Chartered Accountants work alongside engineers to build financial models that actually reflect business reality.
We combine traditional financial rigour with predictive analytics and AI-powered forecasting.
Investment appraisal, valuation, working capital, and financing strategy
Investment Appraisal & Capital Budgeting: We test whether projects will earn more cash than they cost. Our DCF models incorporate operational variables that spreadsheet-only approaches miss.
Business Valuation & Fairness Opinions: We estimate fair value for M&A transactions, share schemes, disputes, or reporting. Our valuations stand up to auditors, investors, and courts.
Working Capital & Cash Management: We free up cash trapped in inventory, receivables, and supplier terms. Our 13-week rolling cash forecasts prevent surprises.
Financing Options (Conventional & Islamic): We compare loans, bonds, private capital, and receivables finance—including Sharia-compliant structures for clients requiring ethical or religious alignment.
Strategy maps, driver-based forecasting, and KPI architecture
Strategy Maps & KPI Architecture: We turn strategy into a one-page picture and a handful of metrics that everyone can follow. No more scattershot initiatives or gaming of irrelevant targets.
Driver-Based Forecasting: We build forecasts that update as reality changes—linking operational drivers to financial outcomes automatically.
Variance Analysis & Performance Reviews: We explain why results differ from plan and translate analysis into action—not blame.
Benchmarking & Competitor Analytics: We compare your performance to peers and best-in-class to identify improvement priorities.
Activity-based costing, cost-to-serve, and target costing
Activity-Based Costing (ABC): We find the true cost and profit by product, customer, or channel—stopping cross-subsidy and revealing where value is created or destroyed.
Cost-to-Serve Analysis: We reveal the real profit by customer after delivery, returns, and service effort—guiding pricing and account strategy.
Target Costing & Value Engineering: We start from market price, work back to viable cost, and redesign products/processes to hit the target—ensuring profitable launches.
IFRS/UK-GAAP advisory, consolidation, and audit support
IFRS/UK-GAAP Advisory: We resolve tricky accounting issues—revenue recognition, lease accounting (IFRS 16), financial instruments, share-based payments—and speed up month-end close.
Group Consolidation: We produce clean group accounts, handle acquisitions/disposals, and navigate complex structures.
Audit Readiness & Support: We prepare schedules, answer technical queries, and manage the close process—ensuring smoother audits with fewer adjustments.
Corporate governance, ERM, internal controls, and internal audit
Corporate Governance Frameworks: We clarify who decides what and how the board oversees it—faster, safer decisions that satisfy regulators.
Enterprise Risk Management (ERM): We map the big risks, set warning indicators, and design controls that actually work—aligned with COSO and ISO 31000.
Internal Control System Design: We design practical checks and approvals that keep errors, fraud, and surprises out of your processes.
Internal Audit Function Setup: We build or refresh Internal Audit to focus on biggest risks and report effectively to the Audit Committee—aligned with IIA standards.
Business valuation, share schemes, intangible assets, and fairness opinions
Business Valuation: DCF, comparable companies, precedent transactions—reconciled and defended.
Share Scheme Valuation: EMI options, growth shares, phantom schemes—fair values for HMRC and accounting.
Intangible Asset Valuation: Brand, customer relationships, technology, IP—for M&A allocation or impairment testing.
Fairness Opinions: Independent opinions for boards, shareholders, and courts.
Schedule a consultation to discuss your financial challenges. We'll show you how integrated analysis can transform your decision-making.
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