Services / Financial advisory

Clear numbers that help you make better decisions, faster.

We turn your financial data into a clear picture of performance, build budgets and forecasts you can trust and prepare plans that investors and lenders take seriously.

Typical length

4–6 weeks

Typical length

4–6 weeks

Team

1 partner, 1 analyst

Best for

Raising capital or planning

Starts with

A finance health check

01

Is this for you?

Signs your numbers aren’t working hard enough.

Most businesses have plenty of financial data but little insight. We help you understand what the numbers are telling you and use them to plan with confidence.

01

Reports arrive too late

By the time you see the numbers, it’s too late to act.

02

Cash is a surprise

Cash flow keeps catching you off guard.

03

Budgets are guesses

Plans are built on last year’s numbers plus a bit.

04

Investors are asking

You’re raising money but your model isn’t ready.

02

What we deliver

Numbers you can trust and act on.

Performance review

Where you make and lose money, by product and customer.

Performance review

Where you make and lose money, by product and customer.

Financial model

A flexible three-year model of your business.

Financial model

A flexible three-year model of your business.

Budget and forecast

A realistic budget with a rolling forecast.

Budget and forecast

A realistic budget with a rolling forecast.

Cash flow plan

Thirteen-week cash forecasting to avoid surprises.

Cash flow plan

Thirteen-week cash forecasting to avoid surprises.

Investor pack

A clear financial story, ready for investors or lenders.

Investor pack

A clear financial story, ready for investors or lenders.

Monthly dashboard

The few numbers your team should watch every month.

Monthly dashboard

The few numbers your team should watch every month.

03

How it works

Six weeks to a clear financial picture and plan.

Week 1

Review

A health check of your numbers, systems and reporting.

Weeks 2–3

Model

Build the financial model and test key assumptions.

Weeks 4–5

Plan

Agree the budget, forecast and cash plan with your team.

Week 6

Hand over

Train your team and set up monthly reporting.

Ways to work with us

Start small, or go all in.

Every service can be delivered in three ways, so you only commit to what you need.

Diagnostic

2 weeks

A fast, focused review of one problem, with clear recommendations.

Data and market review

Leadership interviews

Findings workshop

Project

Most popular

4–10 weeks

A complete piece of work, from analysis to a plan your team can deliver.

Everything in Diagnostic

Full plan and model

90-day roadmap

Advisory

Monthly

A senior partner on call to guide decisions as you grow.

Monthly strategy session

Board meeting support

Quarterly reviews

FAQ

Questions we often hear.

How is Arcwell different from large firms?

Every engagement is led and delivered by senior partners. No handoff to juniors, a fixed scope and price, and we stay through implementation.

What size of company do you work with?

Mostly growth-stage and mid-market companies ready for their next stage of growth, across retail, healthcare, tech and manufacturing.

How long does a typical engagement take?

A diagnostic takes 2 weeks, a full strategy about 6 weeks, and ongoing advisory runs for several months.

How do you price your work?

A fixed fee, agreed upfront. No hourly billing and no surprise invoices.

Do you help with implementation too?

Yes. Implementation is part of the work. We sit with your team until the plan is up and running.

Is there a long-term contract?

No. Projects have a clear end date, and ongoing advisory can be paused or cancelled anytime.

What happens after the first call?

Within a week you get a short written diagnosis: what’s holding growth back, what to fix first, and a fixed quote. No obligation to continue.

Ready to find your next stage of growth?

Book a free 30-minute call. We’ll look at where you are today and what to focus on first.

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