Most founders don't need more advisers. They need the right ones – people who understand what it takes to grow a business, raise capital, and eventually sell it.
At Gerald Edelman, we work with founder-led businesses navigating their most significant milestones: preparing for investment, scaling operations, professionalising their finance and tax infrastructure, and/or positioning for an exit. We bring together Corporate Finance, Tax, Accounting, and personal financial planning into one integrated team – so you get joined-up advice at every stage of the journey.
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We help you put in place the finance, tax, and reporting infrastructure that investors expect to see and that your business needs to scale properly.
Our partners work directly alongside founders and leadership teams – challenging thinking, pressure-testing strategy, and helping navigate the decisions that shape the business.
Non-Executive Director Services.
We help you prepare for investor scrutiny – refining your story, strengthening your numbers, and building investor-grade materials and financial models that give real confidence in the plan.
When the time is right, our Corporate Finance team leads the process – from investor targeting and outreach through to negotiation of terms and coordination of due diligence.
Most founders spend years building a business and very little time planning for what comes after. We help you get ahead of that – preparing for a future sale, structuring things tax-efficiently, and/or understanding what you actually need to live the life you want afterwards.
Planning the long-term growth of your organisation is often easier said than done, especially when so much of your focus is spent on solving the day-to-day challenges that come with running a business.
Having an adviser to help you work ‘on’ your business should give you the discipline required to plan and control growth.
We’d be happy to arrange a consultation – simply fill in the enquiry form or call us on the number below.
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Every engagement is tailored. We combine hands-on Advisory and Corporate Finance experience with insight from across the firm – helping founders achieve investment on the right terms while laying the foundations for long-term value creation.
Growth Advisory is delivered collaboratively across departments, ensuring a seamless experience from preparation through to funding and beyond.
Founders and leadership teams. From businesses gearing up for their first external investment through to established companies scaling, restructuring, or preparing for an exit.
Most founders end up managing several advisers who don’t talk to each other. We bring Corporate Finance, Tax, Accounting, Business Advisory and Financial Planning into a single team, so the advice is seamless and coordinated – whether you’re raising, scaling, or thinking ahead to an exit. It also means the people helping you build the business are the same ones who understand what a buyer or investor will eventually look for.
Investor readiness is about more than growth. Before backing a business, investors look for a credible growth plan, financials they can trust, forecasting that holds up to scrutiny, robust governance, and a clear articulation of why the business is worth investing in. Most founder-led businesses have gaps in one or two of these areas, which is normal and fixable. We help you work out where you stand, close the gaps, and get the foundations right before you approach the market rather than during a process, when it is harder and more exposed.
Earlier than most founders think. The things that hold up a raise or knock value off a sale – reporting that doesn’t stand up, a structure that isn’t tax-efficient, a forecast put together in a hurry – are far cheaper to fix with runway than under the pressure of a live process. Even if a transaction is a few years off, a conversation now usually pays for itself. And if it turns out you don’t need us yet, we’ll tell you.
Yes. We support everything from early-stage preparation to running a full capital raise process, including investor targeting, negotiation, and close.
It depends on where you are and what you need. Some clients engage us for a specific project while others work with us on an ongoing basis as a strategic sounding board. We’ll always be upfront about what makes sense.
Yes. Value in a business is built over years, not at the point of sale, and the founders who achieve the best outcomes tend to be the ones who started preparing early. We help you build long-term value, get the business ready for buyer or investor scrutiny, structure your affairs tax-efficiently, and think through what a future transaction should look like – whether that is years off or already on the horizon.
It depends on scope and will be tailored to your needs. We’ll be clear and upfront about how we charge before you commit, whether that’s a defined project, an ongoing arrangement, or fees linked to success.
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