Clients · Accountancy & audit firms

A partner you can trust with your clients

Valuation, M&A and financial modelling for your clients — delivered independently, and under your brand if required.

Complimentary portfolio review

We will review your client portfolio and highlight businesses for which a valuation report could be most valuable for capital gains tax purposes.

Request your review

What we do for you

Your expertise, extended

  • Business valuations for your clients (DCF, multiples and net assets), delivered as quality reports that follow valuation best practices and hold up before the tax authorities.

  • Financial modelling: business plans, forecasts, bespoke valuation models and dashboards.

  • M&A Advisory: end-to-end support for both buy-side and sell-side transactions, from initial planning to successful completion.

Senior expertise · Direct involvement

How we work alongside Accountancy & audit firms

1Scoping
2Information gathering
3Analysis
4Draft report
5Your review & sign-off
6Final delivery

Let's discuss a first engagement

Tell us about a client file. We'll show you how a white-label collaboration would work in practice.