Advisory
Valuation, corporate finance, financial modelling, growth and risk — the analytical work that sits behind good commercial decisions.
Analysis that leads somewhere
Owners and investors rarely need more information. They need a clear view of what a business is worth, what is holding that value back, and which two or three actions would change the answer.
Our advisory work is built around that sequence. We assess the numbers and the commercial reality behind them, set out the value drivers and the risks, and translate the findings into decisions you can act on — whether that decision is to sell, to buy, to invest, or to keep building.
Advisory services
Business Valuation
Indicative transaction valuations, maintainable earnings, multiples, DCF and sensitivity analysis.
Read more ›Corporate Finance Advisory
Capital structure, funding strategy, investment appraisal and return analysis.
Read more ›Financial Modelling
Integrated forecasts, acquisition models, debt service and scenario analysis.
Read more ›Growth & Performance
Growth strategy, pricing, margin, operational improvement, KPIs and value-creation plans.
Read more ›Risk Advisory
Commercial, operational, management, compliance and transaction risk assessment.
Read more ›Risk & Value Framework
The six-dimension framework we use to assess business quality and transaction readiness.
Read more ›How an advisory engagement usually runs
Most engagements follow the same shape, scaled to the size and urgency of the situation.
1. Discover
- Understand the business, the owner's objective and the timeframe
- Agree scope, deliverable and fee basis in writing
- Collect financial and commercial information
2. Assess
- Normalise earnings and test the quality of the numbers
- Assess commercial, operational and management risk
- Benchmark against market evidence where available
3. Act
- Set out findings, ranges and options rather than a single assertion
- Agree the practical next steps and who does what
- Support execution, or hand over cleanly
Scope of advice
Crystal Zest provides commercial, financial and business advisory support. We do not provide legal, tax, audit or reserved regulated advice, and we work alongside appropriately authorised or qualified advisers where an engagement requires it.
Start a confidential conversation
Whether you are preparing to sell, looking to acquire, raising capital or trying to lift the value of a business you already own, the first step is a short, confidential discussion about the situation.