FINANCE ADVISORY
We help owners and management teams improve financial planning, reporting, and control, and prepare for investment, transactions, and significant change.
WHO WE HELP
Every engagement is defined around a specific management need.
Growing small and medium companies
Founder-led businesses
Companies preparing for investment
Companies needing better reporting and control
Management teams handling transactions or major changes
FINANCE CAPABILITIES
We provide ongoing advice, hands-on management support, or a defined project with clear deliverables.
Ongoing financial leadership for management teams that need stronger decision support, financial discipline, and regular performance reviews.
Plans and forecasts that connect commercial priorities with resources, cash requirements, and measurable performance.
Clear models for evaluating growth plans, capital needs, valuation questions, and alternative business decisions.
Reporting that makes performance, risks, and required decisions understandable to the people responsible for the business.
Business and management guidance for preparing information, financial analysis, and internal readiness around a potential transaction or capital discussion.
Practical improvements to financial workflows, documentation, responsibilities, and reporting readiness.
TYPICAL PROBLEMS
Management cannot see cash needs or performance clearly
Budgets exist but do not guide day-to-day decisions
Reporting takes too long or produces inconsistent numbers
Board and investor materials lack a clear financial narrative
A transaction or investment discussion requires better preparation
Finance processes depend too heavily on individual workarounds
PRACTICAL OUTPUTS
Deliverables depend on the engagement and may include:
ENGAGEMENT APPROACH
Some engagements are focused projects; others provide ongoing management support. Scope and cadence are agreed around the decision or operating need.
ENGAGEMENT APPROACH 1
Clarify the objective, timing, stakeholders, and available information.
ENGAGEMENT APPROACH 2
Review the numbers, processes, assumptions, and gaps that matter.
ENGAGEMENT APPROACH 3
Develop the model, reporting, plan, or management approach required.
ENGAGEMENT APPROACH 4
Help management use the work, communicate it clearly, and improve the process.
FINANCE LEADERSHIP
Founder & Managing Partner
Tsolmonbaatar leads finance engagements directly. His public experience includes financial leadership, strategic planning, board-level responsibility, corporate transactions, investment-related matters, and advisory work for Mongolian companies.
Share the business context, the decision ahead, and the information you currently have.