What we offer
Any questions? Just drop us an email – david@insight-advisory.co.uk
Strategic planning
- Define strategic activities and exit planning
- Risk assessments
- Implementation timetables
- Funding
Hands-on operations skills
- Internal systems
- Reporting
- Profit enhancement
- Cash flow management
Business support
- Banking
- Business structuring
- Tax planning
- Compliance
- Business plan evaluation and preparation
- Production of marketing materials
- Financial model audit and preparation
- Investment structuring
- Working capital & use of proceeds analysis
- Budget / target / forecast review and preparation
- Data room assembly
- Review of the financial reporting process & control environment
- Presentation training
- Valuation
- Full hands-on support throughout the IPO process including project management, adviser coordination, due diligence support and document preparation
- Comprehensive review of the valuation and its key drivers
- Potential dilution and the impacts of fundraise timing, size and structure
- Critical analysis of the proposed use of proceeds
- Objective review of board efficacy and corporate governance structures
- Impact of existing capital structure and enhancement recommendations
- Evaluation of existing banking arrangements
- Advice on changes expected post IPO, including the disclosure requirements and impact of close periods on material shareholders and directors
- Advice on how to enhance your IPO from market positioning, product mix, margins, cost analysis through to investor relations and corporate PR.