About Avantis Advisory
Turning financial insight into business action.
At Avantis we partner with business owners, management teams, CFOs and investors to solve financial and strategic challenges. We combine deep financial expertise with practical business understanding to deliver clear insights and actionable recommendations that create long-term value.
Our goal is simple: help you make better decisions, improve performance and achieve sustainable growth.
- Practical solutions
- Data-driven approach
- Tailored to your needs
- Confidential and professional
Practice areas
Our advisory practice areas
Six areas of work, each scoped around what your business actually needs.
Business Planning & StrategyDevelop clear strategies and comprehensive business plans with realistic financial projections to guide growth and achieve your objectives.Learn more Feasibility StudiesEvaluate the practicality and financial viability of your projects with in-depth market, operational and financial analysis.Learn more Business ValuationDetermine the fair value of your business using internationally accepted valuation methods to support strategic and investment decisions.Learn more Financial Planning & PerformanceImprove planning, budgeting and forecasting processes and monitor performance with KPIs, dashboards and scenario analysis.Learn more Financial Analysis & ReportingTransform financial data into meaningful insights through in-depth analysis, management reports and interactive dashboards.Learn more Restructuring & TurnaroundAddress financial challenges, improve cash flow, optimise costs and restructure operations to restore performance and drive sustainable growth.Learn more
Scope and fees are determined based on the specific requirements of each engagement.
How we help
From challenge to measurable action.
The same four steps on every engagement, whatever the practice area.
01
01Understand
We assess your business, objectives, financial position and key challenges — which are not always the ones first described.
02
02Analyse
We examine the financial and operational data to identify risks, gaps and opportunities, and test what the numbers will support.
03
03Recommend
We develop practical, data-driven recommendations tailored to your business, with the trade-offs stated rather than glossed over.
04
04Implement & support
Where required, we support management in translating recommendations into action.
Why Avantis
Why Avantis Advisory?
The people who run our advisory engagements are the same people who teach our certification programmes.
Senior-level expertiseAdvice backed by extensive finance, accounting and business experience.
Practical, not theoreticalRecommendations designed around business realities and implementation.
Data-driven decisionsFinancial analysis and modelling underpin our recommendations.
Tailored engagementsEvery assignment is structured around your objectives and constraints.
Confidential & professionalClient information and engagements are handled with appropriate care.
Selected engagements
Work we have done
Representative engagements across sectors. Client names withheld by agreement.
Finance Function TransformationPharmaceutical sectorThe challengeStrengthen financial governance, controls, reporting, treasury, accounting processes and overall finance operations.The outcomeComprehensive assessment with prioritised findings, recommendations, responsibilities and an implementation roadmap.
Business ValuationHealthcare / veterinary sectorThe challengeDetermine the fair value of the business to support investment and strategic decisions.The outcomeIndependent valuation report using widely accepted methodologies and key value drivers, supported by financial projections and sensitivity analysis.
Investment Feasibility AssessmentMedical centre projectThe challengeEvaluate the financial viability of a new medical centre project before committing capital.The outcomeComprehensive feasibility study including financial projections, cash flows, investment returns, break-even analysis and sensitivity scenarios.
What you can expect
Financial models
Business plans
Valuation reports
Feasibility studies
Management dashboards
Financial forecasts
Restructuring plans
Policies & procedures
Implementation roadmaps
Who we work with
SMEs & family businesses
Entrepreneurs & start-ups
Corporate management
Investors
Finance teams
Growing businesses
Let us discuss your business challenge
Every business challenge is different.
Tell us what you are trying to achieve and our advisory team will discuss how Avantis can support you. The first conversation carries no obligation and no cost.
- Initial consultation — no-obligation discussion to understand your needs
- Confidential discussion — your information is always protected
- Tailored engagement — solutions designed specifically for you