Services

New growth opportunities appear suddenly and fade quickly. Business goals change and so must your plans. Market disruptions are constant. Having the confidence to act swiftly and smartly in an unpredictable landscape is essential. Caledonia Strategic Advisory is ready to help. We have the experience, technical knowledge, and insights to help turn opportunities into tangible results

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Cash Flow Forecasting & Optimisation

Cash is the lifeblood of every business — yet many SMEs operate without full visibility. We help you understand your inflows, outflows, and working capital requirements through detailed forecasting models. Our approach identifies seasonal trends, optimises payment cycles, and highlights opportunities to strengthen liquidity.

Our Solution:

  • 24-month historical cash flow pattern analysis

  • Seasonal trend identification and planning

  • 12-month forward projections with scenario modeling

  • Working capital Management & optimization strategies

  • Early warning systems for potential cash crunches

Financial Planning & Business Modelling

Your financial plan is your strategic compass. We design tailored business models that translate your vision into numbers — showing how growth, cost, and capital decisions impact your future performance. Whether you’re planning an expansion, evaluating investments, or seeking funding, our models give you the clarity to act decisively

Our Solution:

  • Cash flow forecasting and optimization

  • Business model analysis and improvement

  • Multi-scenario financial projections

  • Financial performance benchmarking

  • Revenue stream optimization review

  • Cost structure evaluation and efficiency improvements

Business Valuation & Advanced Financial Modelling

Knowing what your business is worth is essential for growth, investment, or exit planning. We apply multiple valuation methods — from discounted cash flow to comparable market analysis — to deliver fair, defensible valuations. Our financial models bring transparency to decision-making, helping you assess funding options and negotiate from a position of strength.

Our Solution:

  • Multiple valuation approaches to determine the price to pay or accept for an asset or business.

  • Determine the right equity to issue to new investors or existing shareholders

  • Prepare a detailed financial modelling with sensitivity analysis

  • Professional valuation reports

  • Value enhancement strategies

Capital Raising Strategy & Documentation

Accessing the right capital can accelerate your next phase of growth. We help you define your funding needs, identify suitable investors or lenders, and prepare compelling pitch materials and documentation. Our experience across private equity, venture capital, and debt markets ensures your business is positioned to attract the right partners

Our Solution:

  • Comprehensive funding requirements analysis

  • Optimal capital structure design (debt vs. equity)

  • Professional investment memorandum preparation

  • Investor identification and warm introductions

  • Term sheet negotiation guidance

  • Deal structuring and closing support

Grant Application & Strategic Funding Support

Navigating the landscape of public funding and grants can be complex. We identify suitable programs, prepare professional submissions, and ensure alignment with funding criteria. Our knowledge of Scottish and UK government initiatives helps you maximise non-dilutive funding opportunities.

Our Solution:

  • Comprehensive grant landscape mapping

  • Eligibility assessment across multiple programs

  • Professional application preparation

  • Supporting financial documentation

  • Application submission and follow-up management

  • Compliance and reporting support

Mergers & Acquisitions Advisory (Buy-Side & Sell-Side)

From early-stage planning to deal completion, we guide clients through the entire M&A process. Our expertise spans valuation, due diligence, negotiation, and execution — ensuring each transaction creates long-term value. For buyers, we help identify and assess targets that align with your growth objectives. For sellers, we prepare businesses for sale, manage competitive bidding, and negotiate optimal terms.

Our Solution:

  • M&A Advisory - Sell-Side

  • Business preparation and positioning for sale

  • Valuation optimization strategies

  • Buyer identification and marketing

  • Due diligence management

  • Negotiation and deal structuring

  • Transaction completion support

Financial Restructuring & Turnaround Advisory

Businesses can face periods of financial stress even with strong fundamentals. We provide practical restructuring solutions — from cost optimisation and refinancing strategies to debt negotiation and turnaround planning. Our hands-on support helps stabilise operations, rebuild confidence, and position your company for recovery.

Our Solution:

  • Rapid financial assessment

  • Liquidity analysis and cash preservation

  • Stakeholder communication and creditor management

  • Operational restructuring

  • Financial restructuring options (debt, equity, hybrid)

  • Implementation support and monitoring

Cross-Border Deal Structuring

We advise on international M&A, capital raising, and partnership structures that balance commercial opportunity with regulatory compliance.

Our Solution:

  • International expansion financial planning

  • Cross-border deal structuring and coordination

  • Currency hedging strategies

  • Multi-jurisdiction regulatory compliance

  • Tax optimization for international operations

  • International investor relationship management

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Caledonia Strategic Advisory Limited help small and medium-sized enterprises unlock growth through expert strategic financial guidance, capital raising, and transaction support.

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