Corporate Finance & Strategy
Business Financial Health & Performance Advisory
USD 1,200 / month
A clear read on profitability, liquidity and leverage, benchmarked against how the business actually trades.
What we'll review
- Profitability and margin trends
- Liquidity and working capital position
- Leverage and debt servicing capacity
- Cost structure and cost drivers
Deliverables
- Financial health assessment report
- Key ratio dashboard, with trend and benchmark context
- Management-level findings and recommendations
Engagement process
Six steps, start to deliverable
- 01SelectChoose the advisory package that matches your requirement.
- 02PayComplete payment for the monthly engagement.
- 03QuestionnaireComplete the secure client questionnaire.
- 04UploadUpload the supporting financial and commercial documents requested.
- 05ReviewVEXTERS conducts the advisory review.
- 06DeliverableReceive the agreed report, model, assessment or advisory output.
Important information
- Turnaround
- 10 business days from questionnaire and document submission.
- Renewal
- Engagements run monthly and renew automatically until either party gives notice. Cancelling before a monthly cycle starts stops the next renewal; the current cycle is not refunded.
- Exclusions
- Scope is limited to the review and deliverables stated on this page. Work outside that scope — additional entities, periods, or a materially changed brief — is agreed separately before it begins.
- Required documents
- Latest audited financial statements or management accounts
- Trial balance and general ledger detail, where available
- Existing business plan or forecast, if one exists