Service overview
Board-level advice on business strategy, financial restructuring, valuation and decision-making.
Phoenix works with boards, owners and management teams assessing growth, transformation, financial pressure or a change in business direction. The consulting mandate defines the decision to be made, the financial analysis required and the responsibilities for carrying the agreed plan forward.
The work may include business-model evaluation, scenario analysis, cash-flow and capital-structure review, and a practical sequence of decision milestones.
Governance and risk considerations form part of the analysis. The client’s board and management retain responsibility for business decisions and implementation unless a separate mandate defines a specific role.
Advice grounded in the business decision
Begin with the commercial objective, available financial information and constraints. Agree the analysis, deliverables, decision-makers and engagement scope before work proceeds.
Business strategy and financial restructuring
- Business-model evaluation and growth strategy
- Capital structure and cash-flow analysis
- Operational and financial alignment
- Governance and decision frameworks
Restructuring and special situations
Financial turnaround and restructuring planning considers existing obligations, liquidity constraints and alternative scenarios. The scope may include reviewing creditor and stakeholder considerations and the sequence of decisions needed to pursue a proposed plan.
Valuation and due diligence support
- Business, asset and enterprise valuation
- Transaction and investment analysis
- Financial and commercial due diligence coordination
- Scenario planning and sensitivity analysis
Specialist transaction advice
When the strategy leads to a defined transaction, review the relevant service and agree its separate scope:
Buy-side M&A advisory covers acquisition evaluation, valuation, due diligence and negotiation support.
Sell-side M&A advisory covers disposal or ownership-transition preparation and transaction coordination.
Capital-raising routes
For equity capital and investor preparation, see Fundraising Advisory.
For debt and structured capital advice, see Fundraising Advisory; a proposed multi-lender facility is addressed through Loan Syndication.
The Investment Banking Services overview connects capital-structuring and transaction advisory routes. Advisory work does not itself provide a funding commitment.
Who this service is for
Corporates, entrepreneurs, promoter-led and family-owned businesses, institutions, private equity sponsors and strategic investors facing material strategic or financial decisions.
The engagement is shaped around the client’s decision, financial evidence and agreed deliverables, with a clear distinction between strategic advice and specialist transaction execution.
Plan a strategy or restructuring enquiry
For boards and management teams evaluating strategy, business transformation or financial restructuring.
Scope to discuss
- Frame the decision, constraints and alternative courses of action.
- Review financial scenarios, valuation and restructuring options.
- Define a practical plan, responsibilities and decision milestones.
The consulting mandate focuses on strategic and financial decisions. Specific acquisition, disposal or capital-raising execution is scoped through the relevant advisory service.
Information to prepare
Prepare the business context, current challenge, recent financial information, existing obligations and the decisions your board or management team needs to make.
Next steps and fees
Send an initial enquiry with the service and your objective. Phoenix reviews the proposed scope, eligibility and information requirements before a mandate is agreed. Execution is subject to due diligence, documented responsibilities and the relevant approvals.
Fees are assessed by mandate scope, complexity, due diligence and execution requirements. Review the Fees & Engagement Terms before discussing a proposal.