Business Advisory Services

Navigate the road ahead with confidence

We offer insights and guidance to help our clients determine the strategic direction of their businesses.

Bringing expert knowledge in financial analysis, market trends, and industry best practice, we help our clients identify growth opportunities and exit strategies which maximise the value of their business.

Businesses can achieve greater clarity, agility, and long-term success in their strategic endeavours by working with our experienced and professional team of advisers.

A group of businesspeople gather around a table covered in financial documents and charts. They point to and analyse various data points, using calculators and pens to make notes and calculations as they collaborate on a business plan or strategy.

Business Valuation / Preparation For Sale

  • Financial Analysis / Appraisal
  • Asset Valuation
  • Due Diligence / Prospectus Preparation
  • Sourcing Prospective Buyers

Exit Strategy

  • Defining Long-Term Business Goals & Objectives
  • Risk Management / Assessment
  • Pre / Post Sale Transition Plan

Investment & Funding

  • Defining Investment Goals
  • Research & Analysis
  • Investment Vehicles
  • Funding Options
  • Financial Projections

Capital Expenditure Planning

  • Capital Allocation
  • Capital Reinvestment

Financial Health Assessments

  • Financial Ratios Analysis
  • Incoming Statement Review
  • Balance Sheet Analysis
  • Cashflow Statement Examination
  • Revenue & Sales Analysis
  • Profitability Analysis

Risk Management Assessments

  • Risk Assessments
  • Risk Analysis
  • Risk Mitigation Strategies
  • Risk Control
  • Risk Monitoring & Reporting

Working with Scotia Financial Solutions has been a remarkable experience. Their honesty and transparency have truly stood out, providing us with clear, straightforward advice and unwavering integrity every step of the way. Highly recommended for anyone seeking a trustworthy financial partner.

Laura Mackie

More Services

Accounting Services

Accounting Services play a crucial role in helping businesses manage their financial records and staying compliant with regulations.

Financial Management

Effective Financial Management helps businesses make informed decisions, manage risks, and optimise resources for growth and sustainability.

HR & Admin Support

HR & Admin Support involves handling payroll tasks, managing employee records, and assisting with recruitment and on-boarding processes.

Want to learn more?

To discuss your bespoke requirements, contact our team today to find out how Scotia Financial Solutions can help.

Get in Touch