Your Tailored Introduction to a Subject Matter Expert
When you specialise, you excel.
Preparation
Benefits of a pro-active accountant
Step 1
Needs Analysis & Introduction
Our panel of independent commercial finance experts are continuously evaluated to ensure top-tier expertise in their fields. Each specialist focuses exclusively on their area of expertise, allowing them to deliver precise, strategic solutions.
Take, for example, our management buyout (MBO) experts. They are dedicated solely to MBOs in their industry, with deep insight into financing options, structures, and processes.
This focus enables them to secure favorable terms and shorter timeframes for MBO transactions.
As our network expands, our experts become even more specialised, offering highly tailored solutions, such as:
Management Buyout
Facilitating MBOs for logistics companies specialising in medium-distance freight at the midpoint of their growth curve.
Asset-Based Lending
Providing asset-based financing for agricultural equipment rental companies to expand fleets and manage seasonal cash flow.
Debt Restructuring
Optimising capital structure for family-owned construction firms to reduce costs and improve cash flow during industry downturns.
Growth Capital
Securing growth funding for SaaS startups ready to scale after reaching product-market fit.
Acquisition Financing
Structuring acquisition financing for healthcare providers to acquire regional competitors and expand service areas.
Whatever your business needs, we connect you with the right expert to drive the best outcomes.
Step 2
Establishment & Setup
Setting up your financing facility has never been easier. Our streamlined application process is customised to fit your industry, business model, financial structure, strategic positioning, and growth opportunities.
Our subject matter experts know how to highlight the critical elements that matter most to financiers. With strong relationships in the market, they often influence product development to align with your transaction needs, ensuring financing solutions that fit your business.
By negotiating favorable terms from the start, our experts ensure a smooth facility setup, minimising last-minute surprises and keeping you on track for success.
Our Credit Ready analysis offers a comprehensive evaluation of your business, focusing on key areas:
Financial Accounts: The Window to Your Business
Your financial statements reveal more than just performance—they tell the story of your business’s health and future potential.
Industry Attractiveness Analysis
Identifying promising opportunities and potential pitfalls ensures your business stays on the path to growth.
Leveraging Internal Structure Competitiveness
A strong internal structure and efficient processes are the foundation of long- term competitive advantage.
Efficient Asset utilisation
Mastering asset use is key to business success financial, and financial ratio trends showcase your strategic and managerial expertise.
Unlocking Value in Your Business Activities
Discovering hidden customer benefits within your value chain can lead to a powerful, sustainable competitive advantage.
Whatever your business needs, we connect you with the right expert to drive the best outcomes.
Step 3
Oversight & Evaluation
We provide ongoing monitoring and evaluation throughout your transaction to ensure any challenges are effectively managed, and your arrangements align with successful transactions of a similar nature. This continuous oversight helps our panel experts refine their market understanding and improve transaction efficiency.
Every panel expert involved is evaluated based on the success of your transaction, Creating a feedback loop that enhances future performance.
Key aspects we monitor and evaluate include:
Communication & Understanding
Open and clear communication ensures a deeper understanding of your needs and smooth execution.
Application Documentation
Properly preparing and presenting your business has a significant impact on securing the best outcome.
Financier & Product Selection
With a growing number of bank and non-bank financiers, selecting the right product is critical to success.
Outcome Delivery
We ensure that the final result aligns with your goals, providing a smooth and favorable outcome.