Services

Financial advisory services for owners making a capital decision

What the business is worth, how to fund it, how to restructure it, how to buy or sell it. With the model and the assumptions in language a family council can follow.

Thirty minutes. No deck. A senior consultant replies.

Who comes to us

Owners bringing in a partner, investor or buyer. You need to know what it is worth, how to run the process, and what to accept.

Companies under financial pressure. Cash is tight and the bank is asking questions. You need a plan lenders will support.

Family groups and boards needing an independent number. A succession, a buyout, a dispute, a second opinion.

What you get

Business valuation: discounted cash flow, trading multiples and precedent transactions, with a value range, not a single number.
Transaction support: sell side, an information memorandum, buyer list and data room; buy side, financial due diligence and a view on price.
Restructuring: cash diagnosis, a 13-week forecast, cost and working capital plan, and support in bank negotiations.
Capital planning: debt capacity, funding structure, the lender package, and a term sheet review before you sign.
Financial consulting for the finance function: management reporting, budgeting, KPIs, CFO-level support.
The models and documents, in Excel, English or Arabic, so every adviser works from the same numbers.

Where a transaction requires a licensed adviser under Saudi CMA or UAE rules, we work alongside one and say so at scoping.

How the work runs

Scoping. The decision, the counterparties, confidentiality, the data and the fee.
Diagnosis. Historical financials rebuilt into a clean base. Quality of earnings, cash and debt position.
Model. Valuation or restructuring model built and stress-tested. You see outputs before the report.
Report and negotiation. One review cycle, then support in meetings with buyers, investors or lenders.

What goes wrong without it

The rule-of-thumb valuation. A multiple heard at a dinner, applied to last year's profit.
Selling to the first buyer. No process, so the price is set by the buyer's patience rather than competition.
Cost cuts that miss the cash problem. Headcount falls, receivables and supplier terms do not. The gap returns next quarter.
Negotiating with the bank without a model. They have one. You arrive with last year's accounts.

Business plans and financial models when the outcome is a plan for lenders.
Governance and family business when a valuation is part of a succession.
Strategy consulting when the capital question depends on where to grow.
Consulting in the UAE for work with Dubai and Abu Dhabi banks and investors.

Frequently asked questions

What do financial advisory services include?

Valuation, transaction support on either side, restructuring, capital planning, and financial consulting for the finance function. Scoped alone or combined.

How does business valuation work?

Three approaches, reconciled: discounted cash flow, regional trading multiples, and precedent transactions. The report gives a range and shows which assumptions move it most.

What is the difference between financial advisory and business advisory services?

Financial advisory is about capital. Business advisory is the wider category covering strategy, operations and organization. We offer both, and they often meet.

Do you handle restructuring with the banks?

Yes. We build the forecast and the plan and sit with you in the negotiations. We do not replace your lawyers on documentation.

Are you a licensed financial adviser or a broker?

No. We are a management consultancy providing analysis, valuation and negotiation support. Where a licence is required, we work alongside one.

How much do financial advisory services cost?

Fixed fee per scope, quoted in writing. The fee reflects the work involved, never a percentage of the deal.

Tell us the decision in front of you

In confidence. The transaction, the valuation question or the cash position.