SERVICES

Growth Advisory

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Supporting businesses preparing for significant growth milestones

Many of the companies we work with are raising external capital, scaling rapidly, or professionalising their finance and tax infrastructure for the first time.

The proposition brings together corporate finance, tax, accounting, and personal financial planning into one integrated offering – helping founders get investor-ready, build credibility, and make informed strategic decisions.

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How we can help

Investment readiness

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Refining the equity story, addressing common investor red flags, reviewing cap tables and share incentives, and helping founders prepare for external scrutiny.

Investment readiness

Financial modelling and planning

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Building investor-grade financial models, investor materials, and scenario analysis to support both internal decision-making and external fundraising.

Financial modelling and planning

Finance, tax, and compliance infrastructure

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Strengthening the core systems investors expect to see, such as cash flow forecasting, monthly management reporting, financial controls, outsourced finance support where appropriate, corporate tax compliance, VAT advisory, and review of R&D tax credit eligibility.

Finance, tax, and compliance infrastructure

Founder planning and wealth

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Personal financial planning, long-term tax structuring, and guidance around future dilution, option schemes, and potential liquidity events.

Founder planning and wealth

Capital raise execution (where appropriate)

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Where the funding requirement is suited to a formal investment process, our Corporate Finance team can run the full raise – including investor targeting, outreach, negotiation of terms, and coordination of diligence.

Capital raise execution (where appropriate)
Investment readiness
Financial modelling and planning
Finance, tax, and compliance infrastructure
Founder planning and wealth
Capital raise execution (where appropriate)

Get in touch

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.

Get in touch

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Our Growth Advisory team

WHY CHOOSE US

Why Gerald Edelman

Every engagement is tailored. We combine hands-on 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 led by our Corporate Finance team and delivered collaboratively across departments, ensuring a seamless experience from preparation through to funding and beyond.