HOW WE WORK
Build → Prepare → Assess → Raise → Transact
BE Advise advises entrepreneur-led businesses, family shareholders and venture-backed companies on strategic finance, capital raising and mergers & acquisitions.
We typically begin by strengthening financial reporting, planning and governance — building the financial foundation required for investment, financing and strategic transactions.
01 BUILD
Strategic CFO Advisory
Build the financial foundation.
02 PREPARE
Investment Readiness
Prepare for institutional scrutiny.
03 ASSES
Valuation & Due Diligence
Understand value and
identify issues before a transaction.
04 RAISE
Capital Raising
Secure the right capital.
05 TRANSACT
Mergers & Acquisitions
Execute strategic
transactions.
WHAT WE DO
One sequence, from financial
foundation to completed transaction
BE Advise advises entrepreneur-led businesses, family shareholders and venture-backed companies on strategic finance, capital raising and mergers & acquisitions.
We typically begin by strengthening financial reporting, planning and governance — building the financial foundation required for investment, financing and strategic transactions.
01 BUILD
Strategic CFO Advisory
Build the financial foundation.
We act as retained financial leadership for companies that require institutional financial discipline before they require capital. Working alongside shareholders and management, we take ownership of board reporting, financial planning and management reporting, establish the governance and control framework a credible institutional counterparty expects, and build the internal finance function that can sustain it. The mandate is deliberately senior and long-term: we sit in the board pack, not beside it.
02 PREPARE
Investment Readiness
Prepare for institutional scrutiny.
Most processes fail on preparation rather than on merit. We prepare businesses for institutional capital by constructing defensible financial models, forecasting frameworks and reporting architecture, defining the KPIs an investor or lender will actually underwrite, and assembling a complete, consistent data room ahead of any outreach. The objective is that diligence confirms the equity story rather than dismantles it.
03 ASSES
Valuation & Due Diligence
Understand value and identify issues before a transaction.
We establish a defensible view of value and expose the issues a counterparty would otherwise find first. Work covers valuation analysis across income, market and transaction-based approaches, financial and commercial due diligence on the buy-side, and vendor-side diligence readiness ahead of a sale. Findings are translated into negotiating position and structure, so that shareholders enter a process knowing what value they hold and where it is at risk.
04 RAISE
Capital Raising
Secure the right capital.
We advise on debt financing, growth capital and equity investment across bank and non-bank lenders, private equity, family offices and strategic investors. We define the financing structure appropriate to the shareholder objective, prepare the materials and financial case, run a disciplined and confidential process, and negotiate terms with the counterparty on behalf of shareholders through to completion.
05 TRANSACT
Mergers & Acquisitions
Execute strategic transactions.
We act on buy-side and sell-side mandates, including strategic acquisitions, acquisition financing, shareholder exits and succession-driven transactions. Engagements cover structuring, counterparty identification and approach, diligence coordination, negotiation and transaction execution. Every mandate is led personally by a partner, from first conversation to closing.
Strategic CFO Advisory
Build the financial foundation.
We act as retained financial leadership for companies that require institutional financial discipline before they require capital. Working alongside shareholders and management, we take ownership of board reporting, financial planning and management reporting, establish the governance and control framework a credible institutional counterparty expects, and build the internal finance function that can sustain it. The mandate is deliberately senior and long-term: we sit in the board pack, not beside it.
Investment Readiness
Prepare for institutional scrutiny.
Most processes fail on preparation rather than on merit. We prepare businesses for institutional capital by constructing defensible financial models, forecasting frameworks and reporting architecture, defining the KPIs an investor or lender will actually underwrite, and assembling a complete, consistent data room ahead of any outreach. The objective is that diligence confirms the equity story rather than dismantles it.
Valuation & Due Diligence
Understand value and identify issues before a transaction.
We establish a defensible view of value and expose the issues a counterparty would otherwise find first. Work covers valuation analysis across income, market and transaction-based approaches, financial and commercial due diligence on the buy-side, and vendor-side diligence readiness ahead of a sale. Findings are translated into negotiating position and structure, so that shareholders enter a process knowing what value they hold and where it is at risk.
Fundraising
Secure the right capital.
We advise on debt financing, growth capital and equity investment across bank and non-bank lenders, private equity, family offices and strategic investors. We define the financing structure appropriate to the shareholder objective, prepare the materials and financial case, run a disciplined and confidential process, and negotiate terms with the counterparty on behalf of shareholders through to completion.
Mergers & Acquisitions
Execute strategic transactions.
We act on buy-side and sell-side mandates, including strategic acquisitions, acquisition financing, shareholder exits and succession-driven transactions. Engagements cover structuring, counterparty identification and approach, diligence coordination, negotiation and transaction execution. Every mandate is led personally by a partner, from first conversation to closing.