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Services

Services builtaround decisions.

Eight categories of finance and business support, each framed around the decision a business is trying to make.

01/Service explorer

Select a serviceto explore.

Each category lists the considerations that usually matter most. The scope of any engagement is agreed individually.

Reviewing printed charts beside a laptop

Financial Planning

A structured view of where the business stands today, where it intends to go, and what the route between the two may require.

Key considerations

  • The current financial position, stated plainly
  • Short-term needs alongside longer-term priorities
  • The assumptions the plan depends on
  • How and when the plan will be reviewed
Discuss financial planning
Laptop showing business analytics on a glass table

Business Finance

The everyday and stage-specific finance questions a business faces, approached with structure rather than guesswork.

Key considerations

  • Working capital and how it is used
  • Patterns in revenue and expenses
  • Obligations, timelines and commitments
  • How ready the supporting information is
Discuss business finance
Conference room with a long wooden table

Corporate Financial Solutions

Finance support shaped around how an organisation is structured, how it reports, and how its decisions are actually made.

Key considerations

  • Who owns which financial decisions
  • What management needs to see, and how often
  • Internal processes and controls
  • Expectations around governance
Discuss corporate solutions
Two colleagues reviewing information together at a desk

Credit & Funding Support

Helping a business understand, prepare for and think through conversations about credit and funding, including the trade-offs involved.

Key considerations

  • What the funds are for, and why now
  • Capacity to service an obligation
  • Documentation and preparation
  • Alternatives worth weighing first

Credvista does not guarantee funding, approval or specific terms. Lending and funding decisions rest with the relevant lender or institution.

Discuss credit and funding support
Discussion during a meeting with a laptop open on the table

Business Consulting

Working through a business problem methodically: defining it properly, agreeing priorities, and deciding what to do next.

Key considerations

  • A clear definition of the problem
  • Priorities, in order
  • The resources realistically available
  • Next steps that can be measured
Discuss business consulting
A team listening to a colleague presenting beside a whiteboard

Growth Strategy

Looking at where growth is expected to come from and what the business would need, financially and operationally, to support it.

Key considerations

  • Where growth is expected to come from
  • Capacity to deliver it
  • The capital it may require
  • Risks that grow alongside it
Discuss growth strategy
Writing planning notes at a wooden desk

Cash Flow Planning

Understanding the timing of money coming in and going out, so that decisions are made with fewer surprises.

Key considerations

  • Timing of inflows and outflows
  • Seasonal or cyclical patterns
  • Buffers and contingencies
  • More than one scenario
Discuss cash flow planning
Performance charts displayed on a laptop screen

Financial Analysis

Reading the numbers a business already has, and being honest about what they do and do not show.

Key considerations

  • The quality of the underlying data
  • Trends that matter to the decision
  • Cost structure and margins
  • What the figures leave out
Discuss financial analysis

02/Getting started

How a conversationusually begins.

  1. 01

    A first conversation

    You describe the business and the decision you are weighing. There is no obligation at this stage.

  2. 02

    A defined scope

    If there is a fit, the scope of work, responsibilities and any fees are set out clearly before anything begins.

  3. 03

    An agreed plan

    Work proceeds against a plan that both sides can read, question and revisit.

Next step

Your business.Your next move.

Let’s explore the financial and business solutions behind your next stage of growth.

Clarity builds confidence.Strategy builds growth.

Talk to Credvista