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Our services

A clearer position.
A more considered next step.

From organizing your records to understanding the trade-offs in a funding offer, get support with the part that matters to your business.

Start with a free readiness check

Clear scope. Agreed fees. Your decision.

The work, explained

Support at each stage.

See what’s included and check the current availability of each service.

01 / Service

Funding readiness review

An advisor-checked read of where your business stands before any lender sees it: what your records support, what is missing, and what would change the answer.

Not open yet

Not open to new clients yet. We will say so here the day it is.

Start a readiness review

What’s included

  • A written position based on the documents and figures you provide
  • The gaps that would cause an application to be declined or repriced
  • A prioritized preparation list you can act on without us
Service boundaries
  • Not an offer of credit, and not a credit decision
  • Not a guarantee that any lender will approve you

You can start the readiness check now. It is free, needs no account and runs no credit check.

02 / Service

Advisory consultation

A scheduled session with an advisor about your funding position, the options open to a business like yours, and the trade-offs of each.

Not open yet

Not open to new clients yet. We will say so here the day it is.

See consultation options

What’s included

  • Time with a named advisor who has read your case first
  • Written notes recording what was discussed and advised
  • Clear next steps, including the option of doing nothing yet
Service boundaries
  • Not a sales call for a particular lender or product
  • Not regulated advice on investments or insurance

You can read what a session covers and what it costs, and ask us to hold a place while booking is being opened.

03 / Service

Document preparation and review

Secure collection and review of the records a funder will ask for, so inconsistencies are found and corrected by you before they are read by someone else.

Not open yet

Not open to new clients yet. We will say so here the day it is.

Open your workspace

What’s included

  • Private upload with every access recorded
  • A check for conflicts between your records and your stated figures
  • A pack you control, shared only with recipients you authorize
Service boundaries
  • We do not alter, restate, or certify your accounts
  • We do not share anything without your specific permission

You can open a private workspace today and upload records, with every access to them recorded.

04 / Service

Funding option comparison

A like-for-like comparison of the funding routes a business in your position can realistically pursue, with the cost and obligation of each stated in full.

Not open yet

Not open to new clients yet. We will say so here the day it is.

Start with a readiness review

What’s included

  • Total cost of each route, not a headline rate
  • The security, guarantees and covenants each route expects
  • The evidence behind every shortlist decision
Service boundaries
  • Not a whole-of-market statement unless we can evidence it
  • Not a recommendation of a lender that pays us to be recommended

You can read the plain explainer of each funding type first, so the comparison is not the first time you meet the words.

05 / Service

Sell your business

A broker-led, exclusive mandate to sell your business: valuation first, then a blind teaser, a signed-NDA data room, and a managed run to close — with the success fee charged only at completion.

Not open yet

Not open to new clients yet. We will say so here the day it is.

Start an exit-readiness check

What’s included

  • A documented valuation range and sellability read before you commit
  • Seller-controlled disclosure: teaser, NDA, data room — named only if you opt in
  • Buyer screening, offers and financing handled under one mandate
Service boundaries
  • Not an open marketplace listing you post yourself
  • Not a guaranteed sale, and no success fee unless the sale completes

You can start a free exit-readiness check now — a private valuation band and sellability score, no listing, nothing published.

06 / Service

Buy a business

Register as a qualified buyer to see blind listings under mandate, sign NDAs for confidential memorandums, and structure an offer — including seller-note and SBA financing loops.

Not open yet

Not open to new clients yet. We will say so here the day it is.

Register as a buyer

What’s included

  • A vetted pipeline of exclusive mandates, not scraped open listings
  • A clear qualification step before confidential details are released
  • Financing routes — cash, SBA, seller note or mixed — worked into the offer
Service boundaries
  • Not access to seller identities before a signed NDA
  • Not a commitment to buy, and not lending approval on its own

You can browse broker-vetted blind listings and request the memorandum today, or register as a buyer — a private profile, a broker review, then qualified access to CIMs before listings widen.

07 / Service

Partner and introducer work

Accountants, brokers and advisors can bring a client to us with the client's permission, keep visibility of progress, and see exactly what is shared.

Not open yet

Not open to new clients yet. We will say so here the day it is.

Read the partner brief

What’s included

  • A written agreement before any client is introduced
  • Client-controlled access, revocable at any time
  • Progress visibility without exposure of private financials
Service boundaries
  • No client data moves on an introduction alone
  • No commission is paid or implied without a signed agreement

You can read the partner terms and register interest now; agreements are signed before any client is introduced.

Your next step

Start where you are.

A free readiness check helps you understand your starting point and what to prepare.