21st Apr 2021

Capital advisory: Helping clients access the right funding

This guide, written by Della Hudson, delves into the deeper issues of capital advisory to help practitioners build their service offerings in this area.
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During the pandemic in 2020, helping clients to access capital funding rose up the business agenda and became an important activity for many accountants, even those who’d never done much capital advisory before. 

This guide, written by Della Hudson, delves into the deeper issues to help practitioners consolidate and build their service offerings in this area.

More recently businesses are looking for sources of capital to relaunch their businesses in a post lockdown world. With the expiration of BBLS and CBILS accountants will need to look beyond the obvious deals to help their clients, be it products from the recovery loan scheme until year-end, or more commercial loans. But capital or funding advisory is about so much more than just finding the best deal.

What you'll learn:

  • How to engage with clients
  • Profit and loss vs cashflow
  • What it is to be a plugged in adviser
  • Accessing Capital
  • Advice to make the business as strong as possible

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