Business Advisory & Special Projects
Defined work that needs senior finance ownership.
Some finance work does not belong in a monthly cycle. It has a start, a deliverable and a decision attached to it — and it usually cannot wait for capacity to appear internally.
The remit
What we take ownership of
Advisory assignments run alongside a retained engagement or entirely on their own. Either way they are scoped in writing, owned by a named senior professional, and delivered against an agreed date.
We take on the work that businesses typically postpone: the model that should exist before a funding conversation, the controls review that should have followed the last growth phase, the structuring question that keeps being deferred.
Where an assignment reveals something systemic, we say so and set out what fixing it would involve — rather than delivering a document and leaving the implication unstated.
- Financial models, business plans and funding material
- Internal audit, process review and control design
- Transaction, diligence and project support
- Structuring, registrations and corporate secretarial support
Scope examples
Typical components of the engagement
Scope is set per client. These are the elements most engagements draw from.
Models & plans
- Three-statement financial models
- Business plans and funding narratives
- Budget rebuilds and operating plans
- Scenario and sensitivity frameworks
Internal audit & controls
- Process and control mapping
- Internal audit programmes and testing
- Risk register and remediation planning
- Fraud-risk and authority review
Transaction support
- Buy-side and sell-side finance support
- Diligence preparation and data room readiness
- Valuation input and analysis support
- Post-transaction finance integration
Structuring
- Entity and group structure review
- Holding and operating company considerations
- Intercompany and transfer pricing coordination
- Reorganisation planning support
Corporate & secretarial
- Company incorporation and registration support
- Statutory records and board documentation
- Licence and registration coordination
- Corporate governance support for growing boards
Bespoke assignments
- Costing and pricing studies
- Systems selection and finance implementation support
- Reporting redesign and MIS build
- Interim finance cover during transitions
Registrations, incorporations and statutory filings are subject to local regulatory requirements. Where local licensing applies, we coordinate qualified professionals in that jurisdiction.
Operating rhythm
How the work actually runs
A named team, a fixed calendar and defined responsibilities — so nothing depends on someone remembering to chase it.
- 01
Scoping note
A short written scope: objective, deliverable, inputs required from you, timeline and named owner.
- 02
Fieldwork
Structured information gathering and analysis, with progress checkpoints rather than a silent gap.
- 03
Draft and challenge
Findings presented in draft so management can test assumptions before conclusions are fixed.
- 04
Delivery and follow-through
Final deliverable, plus a plain statement of what should happen next and who needs to own it.
Related
Where this connects
Virtual CFO & Strategic Finance
Senior financial judgement applied to your numbers every month — planning, capital, and the decisions that follow.
Accounting & Bookkeeping
A clean, closed and reconciled ledger — the foundation everything else in the finance function depends on.
Tax & Compliance
Obligations tracked, prepared and filed on a calendar — with local specialists coordinated where jurisdiction demands it.
Finance Operations & Payroll
The day-to-day machinery of money moving in and out — run to a process, with controls that hold.
Global & Cross-Border Finance
One finance office across entities and geographies, with consolidated reporting and local coordination.
Next step
Let's define what your finance function should cover.
Tell us how finance is run today and where it is straining. We will review the context and come back to arrange a call.