Financial Consulting
A structured second opinion on cash flow, costing and funding readiness.
What this is
Focused engagements on cash flow forecasting, unit economics, pricing and costing, loan and credit readiness, and building the financial model and documentation lenders or investors expect.
Who should use this
Business owners unsure why profit does not show up as cash
Founders preparing for a bank loan or investor conversation
Businesses reviewing pricing and margins
Companies planning expansion and needing a funding plan
What you get out of it
Cash visibility
A rolling forecast that shows what is coming before it hits you.
Unit economics
Contribution and break even worked out per product, service or client.
Lender ready pack
Projections, ratios and a note prepared the way credit teams read them.
Written output
You get a document and model you keep using, not just a conversation.
Documents required
Tap each item as you collect it. Your progress is saved on this device.
Step by step
Typical timeline: 1 to 3 weeks depending on scope
- 1
Scoping call
We agree the one or two questions the engagement must answer.
- 2
Data review
Financials and operating data analysed against benchmarks.
- 3
Model build
A working model is built for your business, not a template.
- 4
Findings
Presented with options and clearly stated trade offs.
- 5
Follow through
Support during the bank or investor process where that is the goal.
Financial Consulting questions
Is this investment advice?+
No. We work on business finance, planning and compliance. We do not recommend securities or manage money.
Do you guarantee loan approval?+
No. We improve how well prepared and presented your case is, the decision remains with the lender.
Is this suitable for a small business?+
Yes. Cash flow and pricing clarity often matter more to small businesses than to large ones.
What do I actually receive?+
A model, a written findings note and an action list with owners and dates.
Ready to start Financial Consulting?
Message us with your situation. You get the exact document list, timeline and fee before any work begins.
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Please note. VIA Tax Hub provides tax filing, compliance and registration assistance. Statutory rates, thresholds and due dates change from time to time, so confirm the current position with us before acting. Nothing here is investment advice or a legal opinion, and VIA Capital is not a SEBI registered adviser.