Business advisory
Our work can include cash flow forecasts, budgets, profitability analysis, management reporting, and financial assessment of expansion or operational changes. We can also help assess the financial considerations of a business purchase or sale.
Fractional CFO support
A fractional CFO engagement provides ongoing senior financial guidance within an agreed scope. This can include reviewing performance, updating forecasts, prioritizing financial issues, and helping management prepare for major decisions.
The frequency of meetings and reports is set around the needs of your business.
Business valuation and financial record analysis
For a proposed purchase, sale, or dispute, we can analyze financial records, review supporting schedules, and develop financial estimates using agreed assumptions. Where a formal valuation or expert report is required, we identify the appropriate engagement and professional expertise.
Financing readiness
We help organize financial statements, forecasts, and supporting schedules for discussions with lenders or investors. We can review financing proposals from an accounting and cash flow perspective and identify questions to address with the lender and your other advisors.
Financing decisions and approvals remain with the lender. KAI’s role is to help you prepare and understand your financial position.
When advisory support is useful
Speak with us when your business is growing, borrowing requirements are changing, results are difficult to interpret, or the next decision requires more financial analysis than your current team can provide.