Strategic Finance Consulting | The Finance Agency Offer

Consulting

by The Finance Agency

A Strategic Partner in Your Corner

For those operating in complex environments, decisions are rarely black and white.

There are structures to consider, timing to get right, and consequences that extend beyond a single transaction.

That’s where our consulting offer comes in.

As part of our Private service, we provide ongoing access to a senior consultant who works with you — not as an adviser, broker, or intermediary — but as a strategic partner who understands your full landscape and helps you make better decisions over time.

What It Looks Like

Strategic input, on call

When a major decision arises — whether it’s restructuring lending, acquiring an asset, or preparing for a liquidity event — you have someone experienced in your corner to help think it through.

Engagement with your wider team

We work directly with your accountant, lawyer, or financial planner to ensure everyone is aligned and decisions are executed with clarity.

Scenarios and structure

We map the implications of your choices and help you structure things in a way that’s commercially sound, future-proofed, and tailored to your goals.

End-to-end clarity

From first conversation to execution, we bring consistency across all moving parts.

This is not advice. It’s something broader — the kind of insight that only comes from people who’ve been across complexity before, and know how to make it manageable.

Why It Matters

In most situations, professionals are left to manage complexity alone — coordinating across different advisers, interpreting competing recommendations, and trying to make decisions without a clear view of the full picture.

What’s missing is someone who sits centrally — who understands your business, your personal structures, and the context behind every decision — and who can bring it all together.

Our consulting offer fills that gap.

It gives you someone to lean on before the moment of decision, someone who can navigate trade-offs, speak in commercial terms, and ensure what gets built today still makes sense tomorrow.

Who It’s For

This consulting relationship is highly exclusive and available only where we believe we can make a meaningful impact. It is most valuable for individuals who:

Have multi-entity business and investment structures
Are borrowing or refinancing above $2.5 million
Are managing or planning for a liquidity event, sale, or acquisition
Have a rapidly growing business
Are acquiring businesses
Have competing demands across personal and business finance
Want to work with someone who brings clarity, not noise

You don’t need another adviser — you need a partner who sees the full picture and helps you move with purpose.

Standalone Engagements

While consulting is included as part of our Private offer, it is also available as a standalone engagement, by application.

This is typically suited to clients going through inflection points — such as business transitions, partnership exits, succession planning, or investment restructuring — who want to ensure decisions are made with foresight, not hindsight.

Due to the depth of the relationship and the nature of the work, we take on a limited number of consulting clients at any one time.

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Start with a conversation.

It could be as simple as needing access to a loan to complete a transaction, or just a sounding board for an idea. It could be that you want to plan the growth of your business and see how debt and finance can help you get where you need to be. Whatever the case may be, it certainly doesn’t hurt to pick up the phone and have a conversation with us.