Businesses raising debt finance
Companies approaching banks or alternative lenders for growth or working capital.
Business Startup & Growth
Business Funding Support
Preparation of financial information, forecasts and lender or investor information packs.
Overview
How we help with Business Funding Support
Funding applications usually fail on presentation before they fail on merit. We prepare the financial information so the decision is made on your business rather than on missing evidence.
We assemble the pack a lender or investor actually asks for: recent management accounts, a defensible forecast, cash-flow projections showing serviceability, an explanation of historic performance including the awkward years, and the security or covenant position. Where the numbers raise a predictable question, we answer it in the pack.
We can also work with you on which funding route fits — term debt, asset finance, invoice finance, equity — since the cheapest headline rate is not always the cheapest outcome.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Lender and investor information packs
- Forecasts demonstrating debt serviceability
- Historic performance analysis and commentary
- Funding option comparison — debt, asset, invoice and equity finance
- Support through lender questions and due diligence
- Covenant modelling and headroom analysis
Who it's for
Built around how you actually operate
Companies raising equity
Businesses preparing for an investment round.
Businesses refinancing
Companies replacing existing facilities on better terms.
FAQs
Business Funding Support — common questions
Do you introduce us to lenders?
We prepare the financial information and support you through the process. We work alongside brokers and lenders you are already talking to, and can suggest routes that suit your situation.
How far back do lenders look?
Typically two to three years of accounts plus recent management figures. Where history is weak, a credible forecast and clear explanation of what has changed carries more weight.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
Related services
More in Business Startup & Growth
Let's talk about Business Funding Support
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
Get in Touch