What we offer

CFO Services.

Provided on a project or part-time basis to suit our client’s needs

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

Investment Preparation

Advice at all stages of the investment process including how to prepare for an investment round, optimising valuation, removing conflicts and when to disclose commercially sensitive information. Our services include:

  • 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

Business Sale

The decision to sell your business, who to and how, are often the most important decisions any business owner will make. Insight Advisory supports the whole sale process including deal structuring, hiring of other professional advisers, negotiations with potential acquirers, marketing, valuation, due diligence, warranties, and indemnities through to completion.

IPO Preparation

Insight Advisory has considerable public markets experience and can offer a valuable support and insight into how and when to IPO your business, what impact this will have on key stakeholders and the journey beyond IPO.

Our services include the following:

  • 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.