All companies, from small owner-managed businesses to large multinationals, are looking to improve their reporting and use of data through different techniques and technologies. This can be used to enhance and leverage knowledge to either support or change strategies to drive growth, corroborate management’s expectations or to make the due diligence process easier to deal with.
Our Transaction Advisory services experts support businesses through pre-transaction reviews and post-deal integration to upgrade processes.
Data and strategy
Our Business Solutions and Technology Advisory teams can work with you to improve the financial reporting and KPI management of your business. We will support your business through providing scalable and flexible services, including:
- Set up of back office functions – including ERP integration and management
- Management reporting automation
- Dashboard preparation – Reporting of financial and commercial data through PowerBI or other systems
- Strategic reviews – Analysis of data to provide real world solutions.
Financial modelling
Financial models are used to support almost every critical business decision. By having high quality, robust modelling you can make financial and business decisions with confidence.
Whether you’re buying or selling a business, raising funds or simply want a better understanding of your growth plans, our Financial Modelling team has expansive commercial, financial and technical knowledge across a variety of sectors.
Our team creates tools to support our clients in analysing the financial outcomes of business decisions. We analyse data and business objectives to best adapt the model to each client’s individual needs and the distinctive nature of their sector, always in close collaboration with key stakeholders, clients and their advisors.
Our services include:
Financial modelling
- Building forecast integrated profit and loss, balance sheet and cashflow models to help support fundraising or evaluate future opportunities and growth plans
- Acquisition budgeting / cashflow management
- Assessing existing models against development best practice
- Performing sensitivity testing and ‘what-if’ analysis of models
Excel automation
- Creating automation procedures of repetitive tasks
- Creating custom functions to improve the general efficiency of the financial model.
Data reviews and investigations
Our Technology Advisory team can review models, ledgers, other data books and warehouses to ascertain where problems might arise. We will work with you to provide solutions to help resolve any issues, which may include rebuilding the data ourselves or working with you to implement better procedures.
For more information on our other transaction advisory services
Due diligence and advisory
Our Transaction Advisory Services team collaborates seamlessly with yours to conduct thorough due diligence and advisory services, delivering valuable insights for strategic decision-making.
We have experience working with both seasoned and novice leadership teams, helping to maximise the value achieved in every transaction.
Financial accounting advisory
Our expert team provide a wide range of accounting advice, assistance with implementation of new accounting standards, transaction support and technical training services to support your business in an increasingly demanding financial reporting environment.
IPO and Capital Markets
Whether you are just starting to consider listing, have already decided which market you want to IPO on or are an experienced listed business looking to carry out further transactions, our Transaction Advisory Services team can support you.
Transaction tax advisory
Our Transaction Advisory services team has a wealth of experience in guiding clients through transactions.
We understand the challenges that you face and can provide the advice you need to allow for effective tax management and provide you with a clear strategy throughout a transaction
Valuation
Our specialist Valuations team can support your company with trusted, independent valuations for a wide range of purposes.
Post-deal Purchase Price Allocation (PPA) reports are required by external auditors as part of a transaction.
We have a collaborative approach, working closely with you and any external advisors to fully understand the requirements and any challenges that may need to be overcome to deliver a valuation that is fit for the purpose intended and in a timely manner, ensuring all parties are kept informed throughout the process.
