An Operational & Financial Review is particularly useful for incorporating into Business Plans, Financing Requests or an Information Memorandum. Such a document will assist businesses who wish to raise funds from lenders or investors or for those contemplating other corporate transactions.

At Broadoak Consulting we do not advocate a “one-size fits all” strategy. While this review is particularly comprehensive and detailed, your report may be more concise. Our first priority is to ensure that any support we provide you is tailored to your particular needs. This will ensure that any work we do will provide maximum value to you while minimising your costs.

Financial Review – East Devon Engineering (pdf)