SERVICE DETAIL
Capital & Expansion Program (6-Month)
Financial architecture and capital readiness for companies entering a new phase of growth, expansion or refinancing.
Engagement length: 6 months · Investment: USD $12,000–$16,000 per month · Remote delivery
This program is built for organizations making bigger moves: new projects, new markets, new locations, or a new capital structure. The focus is on creating a financial engine and narrative that banks, investors and stakeholders can understand and trust.
What this engagement includes
- Capital readiness review and assessment of the current financial structure.
- Development of 12–36 month financial models with multiple scenarios.
- Stress-testing of growth, downside and risk scenarios.
- Preparation of bank and investor documentation and supporting schedules.
- Strategic finance support throughout capital or expansion discussions.
Deliverables & output
1. Investment-grade financial model
A robust financial model that captures revenue drivers, margins, operating costs, capital needs and cashflows across multiple scenarios that lenders and investors can interrogate.
2. Bank / investor documentation pack
Supporting materials that articulate the business model, the numbers, the risk profile and the rationale for the funding or expansion plan.
3. Scenario & risk framework
Practical scenarios – conservative, base and growth – with clear visibility on how decisions influence cash, returns, and risk exposure.
4. Strategic expansion roadmap
A roadmap that links financial structure with operational moves, including timing, capital allocation and key risk triggers.
Examples of outcomes from similar work
- Developed financial models aligned with strategic growth vision and market data.
- Created structures enabling transparent group-wide reporting and capital planning.
- Supported leadership in building investor-ready cases for new projects and expansions.
- Established budgeting, forecasting and reporting processes that support growth decisions.
Who this program is designed for
The Capital & Expansion Program is for businesses stepping into a materially larger phase than their current one.
- Companies planning to add locations, markets or product lines.
- Organisations entering refinancing or bank funding discussions.
- Businesses raising external capital or needing to formalise their financial story.
- Leadership teams that want decisions rooted in tested financial logic, not guesswork.
If the next phase of your business is bigger than the current one, this program builds the financial runway.
Planning expansion or a capital event?
If you are preparing for a significant growth move, refinancing or investor discussions, submit an inquiry and you will receive a direct response on how this program could be structured around your situation.