Advisory & Transactions
Transaction advisory, due diligence, valuation, financial modelling, fundraising, business plans and M&A support from a senior led team across the UK, Canada and the US
From first idea to signed deal
Advice you can stand behind
Raising capital, buying a business or valuing an asset? We turn the question in front of you into clear numbers that lenders, investors and auditors can trust.
- Senior-led
- Partner sign-off
- One connected team
We're raising capital
- Investor-ready business plan
- Financial model
- Investor pack
We're buying a business
- Due diligence findings
- Valuation and deal structure
- Tax impact before signing
We need to value an asset
- Valuation using several methods
- Stress-tested assumptions
- A report that holds up
We're planning growth
- Business plan and forecast
- Funding options compared
- Numbers to track progress
What's included
Everything a big decision needs, handled
From the first business plan to a completed transaction, one senior-led team handles the analysis, the numbers and the investor-ready materials.
- Revenue quality and recurring incomeClear
- Working capital and cash conversionWatch
- Off-balance-sheet commitmentsResolve before signing
- Tax position and filingsClear
- Key customer concentrationWatch
- EquityInvestors, founders, JV partners
- MezzanineBridges the gap between debt and equity
- Senior debtBank, development or project finance
- 1Executive summary2 pages
- 2Market and opportunityEvidence-led
- 3Operations and teamHow it runs
- 4Financial model3–5 year forecast
- 5Funding ask and returnsWhat investors get
- Target evaluationStrategic fit and headline numbers
- ValuationWhat it's worth, and to whom
- Due diligenceFindings before the price is fixed
- Deal structureConsideration, tax and terms
- Close and integrateDay-one finance plan in place
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Independent financial due diligence on acquisitions, joint ventures and investments, so you understand what you're buying, and the risks, before you sign.
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Business, asset and project valuations, plus financial models with cash-flow forecasts, IRR and NPV analysis and sensitivity testing that lenders and investors can rely on.
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Capital structuring, investor materials and transaction support across equity, debt and project finance.
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Investor- and lender-ready business plans and financial models that turn a vision into numbers people can back.
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Support across the deal, from target evaluation and valuation to deal structuring, due diligence and integration planning.
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Streamlining finance processes and reporting workflows, so the numbers behind your decisions arrive faster and with fewer manual steps.
How we work
From first conversation to signed deal
Five clear steps, one senior-led team, and no surprises. You always know what we need from you, what you'll get back, and who has signed it off.
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01
We start by understanding the decision in front of you, the deal and the deadline, then agree exactly what we'll deliver.
From you- The question or deal you're facing
- Any deck, model or accounts you already have
From us- An honest view of where we can help
- A clear scope and agreed fee
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02
We review your numbers, the market and the risks, so every recommendation starts from facts rather than assumptions.
From you- Access to financials and key documents
- An NDA in place first, if you need one
From us- A clear read of the numbers
- Risks and open questions flagged early
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03
We prepare what the decision needs: the financial model, valuation, business plan, due diligence findings or investor materials.
From you- Your plans and key assumptions
- Quick answers when we have questions
From us- Models and valuations you can rely on
- Investor- and lender-ready materials
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04
A senior partner challenges every figure and assumption before anything leaves our desk, so it holds up when lenders and investors ask hard questions.
Signed off by a partnerFrom you- Nothing. This step is on us
From us- Stress-tested assumptions
- Partner review on every deliverable
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05
We stay alongside you through investor questions, negotiation and close, and keep the numbers up to date as the deal moves.
From you- Updates as the deal progresses
From us- Answers for investors and lenders
- Updated figures through to close
Technology we use
Built on the platforms you already trust
We work under client-owned licences and your own access controls, so nothing has to move to get started.
Property management
Accounting and ERP
Why Synchronous Services
Advice You Can Stand Behind
Clients choose Synchronous for senior level judgment, disciplined execution and the reach to work across borders and sectors. We don't just report numbers. We stand behind them, and beside you.
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Integrity first
We tell you what the numbers say and what they mean for your decisions, even when it isn't what you hoped to hear. -
Execution that holds up
Plans, models and valuations built to withstand the toughest questions from lenders, investors, auditors and regulators.
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Sector depth
Twelve industries, from property and energy to aviation and pharma, each with its own deal economics.
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Global reach
IFRS reporting, cross-border tax structuring and multi-currency operations across the UK, Canada and the US.
Before you book
The things people ask us first
Honest answers to the questions founders, investors and finance teams usually ask before a first call.
Email contact@synchronousservices.com and you'll get a straight answer, usually the same day.
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No. You'll speak to a senior advisor, not a salesperson, and the call ends with a written summary of where we could help, or an honest answer that we're not the right fit.
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Yes. Our advisory and transaction work sits alongside your existing accountant and auditor, not in place of them. We coordinate directly with them, so you don't have to switch anything to get help with a deal or a plan.
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Nothing is required. If you already have a pitch deck, financial model or latest accounts, feel free to share them. We're happy to sign an NDA before you send anything confidential.
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Yes. Many first calls come from finance leads or advisors gathering options. You'll get a written summary you can share with your board, partners or investors.
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Yes. The first 30 minute call is free and carries no obligation. If you'd like our help, we'll scope the work and agree the fee with you before anything starts.
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No. You get the same senior led review whether you're a startup or an enterprise. Business plans, financial models and fundraising support are often most valuable at the early stage, before the big decisions are made.
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Acquisitions, investments, joint ventures, fundraising rounds, and mergers and restructurings, across equity, debt and project finance.
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We provide valuation analysis and financial models that lenders and investors can rely on. Where local rules require a licensed valuer, that work is delivered through appropriately licensed professionals.
Why not get started today?
Let's get your books in order
From the first conversation to ongoing monthly reporting, the transition is simple no lengthy onboarding, and no disruption to your board or residents.
- 30-minute call
- No long-term lock-in
- Reply in one business day
Talk to a senior accountant, not a salesperson
Whether you need full-service accounting or a single question answered, you're one conversation away.
Or email contact@synchronousservices.com