A defined scope.
Documented evidence.
Written conclusions.

We understand the situation, transaction context and whether we are the right fit. Free, 30 minutes, no obligation. By the end both sides know whether to proceed.

What we establish

• - Nature of the situation — investment, lending, acquisition or ownership
• - Company size, sector and jurisdiction
• - What the client needs to understand before making a decision
• - Whether the engagement is within our scope and experience
• - Likely timeline and complexity

We define the review perimeter, deliverables, timeline and fixed fee — in writing. A mutual NDA is signed before any document review begins. No open-ended mandates, no informal advice based on incomplete data.

What is agreed in writing before work begins

• - Exact scope of review — what is included and what is excluded
• - List of deliverables — what the client will receive
• - Timeline from document access to final report delivery
• - Fixed fee — agreed upfront, no surprises at invoice
• - Mutual NDA covering all information exchanged

We analyse financial data, documents and transaction logic. All findings are tied to source evidence. Material issues are flagged as they emerge. Typical duration: 3–4 weeks from document access.

Typical documents reviewed

• - Management accounts and statutory financial statements (3 years)
• - Bank statements and cash flow records
• - Debt schedule and creditor documentation
• - Tax filings and correspondence
• - Shareholder agreements and corporate structure documents
• - IP registration, key contracts and other material documents

A structured written report followed by a senior-led debrief call. The report is a decision-making document — findings are written in plain language with a clear implication for the client's decision.

The written report includes

• - Executive summary — key findings in plain language
• - Scope and methodology — what was reviewed and how
• - Financial analysis — P&L, cash flow, debt, revenue quality
• - Risk and red flag register — prioritised by materiality
• - Conclusions and recommendations — specific and actionable
• - Supporting appendices — data, tables, calculations