Who we serve

OB Consultancy operates or supports the finance function for operating businesses, including small and medium-sized companies. This covers day-to-day accounting, preparation of financial statements under the applicable framework, tax compliance, and budgets and forecasts built from management’s operating assumptions and plans.

Where financial or operational performance is below expectations, the firm helps identify the causes and works with management on profitability, cash flow and financial discipline.

OB Consultancy carries out financial due diligence on acquisitions and investments, assessing financial performance, accounting policies, working capital, debt and related-party transactions. The firm also prepares business valuations and financial models, and prepares investment memoranda for capital raising.

After a transaction, OB Consultancy can act as the outsourced finance function for a portfolio company or fund, providing ongoing financial reporting and support.

OB Consultancy provides audit and assurance, internal audit, and governance advisory for owners, boards and shareholders who need assurance over reported financial information and the controls behind it. This includes independent review of financial information and support with policies and procedures.

Valuations are also prepared for shareholder matters where an independent view of value is required.