institutional Insight, built for growing businesses
We bring the financial rigour from global institutions to the founders and business owners who need it most - but have never had access to it.
Glade Advisory provides business strategy and financial modelling services. We do not provide regulated financial or investment advice.
core Consulting Services
A structured diagnostic of your business finances.
We examine your cash flow, cost base, and financial health then deliver a clear written report with a bespoke KPI dashboard so you always know which numbers matter.
No jargon, no fluff. Just clarity.
Your dedicated financial partner.
Every month we review your numbers, create monthly models, and meet to discuss what they mean for your decisions so you're never flying blind. An independent sounding board.
Institutional-grade financial thinking, at your disposal
For founders preparing to raise investment, or owners planning a step-change in growth.
We build a full financial model and a clear strategic narrative.
The kind investors and lenders expect, built by someone who has sat on the other side of that table.
Our Services EXPLAINED
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(Most suitable for business owners who feel financially uncertain, or want a clear baseline before making a major decision.)
WHAT’S INCLUDED
12-MONTH CASH FLOW MODEL - built from your actual numbers, not generic assumptions
BESPOKE KPI DASHBOARD - the five to eight metrics that tell you how your business is really performing, in a format you can update yourself
COST EFFICIENCY BREAKDOWN - identifying where money is leaking and where to cut smartly
WRITTEN RECOMMENDATIONS REPORT - 2 to 3 pages, plain English, prioritised by impact
60-MINUTE DEBRIEF CALL - we walk through the findings together and answer your questions
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(Most suitable for established owners and founders who want ongoing financial clarity and a trusted partner for business decisions.)
WHAT’S INCLUDED
MONTHLY PRODUCED CASH FLOWS - refreshed with your latest figures and a variance analysis against past performance
MONTHLY 60-MINUTE STRATEGY CALL - review performance, make decisions, plan ahead
MONTHLY FINANCIAL BRIEF - one-page summary of key metrics, flagged risks, and what to watch next month
ASYNC SUPPORT - email support for your queries throughout the month
QUARTERLY PRICING REVIEW - we sense check your pricing against your margins and the market every three months
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(Most suitable for founders preparing to raise investment, or owners planning a major expansion or realignment who need a financial case that holds up.)
WHAT’S INCLUDED
FULL 3 STATEMENT FINANCIAL MODEL - P&L, cash flow, and balance sheet with scenario
INVESTOR-READY ASSUMPTIONS DOCUMENT - clearly documented, defensible, and built to withstand scrutiny
STRATEGIC GROWTH SUMMARY - three to five prioritised initiatives with financial impact modelled
TWO REVISION ROUNDS - we refine until the model and narrative are right*
60-MINUTE FINAL DEBRIEF CALL - a full walkthrough of the documents
60 DAYS OF POST-DELIVERY EMAIL SUPPORT - for questions arising from investor or lender conversations following delivery
*Further revisions available at an additional fee.
SPECIALIST SERVICES
SPECIALIST SERVICES
Most businesses underprice without realising it. We model the true margin impact of your current pricing, identify where you are leaving money on the table, and deliver a written action plan to fix it.
Scope includes current pricing analysis, margin modelling, and a clear written action plan.
Discover limited-time specialist services for your business
not sure where
to start?
Most clients begin with a financial clarity audit.
It gives us both a clear picture, and you a tangible deliverable before committing to anything ongoing.
STILL UNSURE?
We understand.
But please feel free to book a free 20-minute introductory call with a member of the team, so you can outlay to us what problem is giving you the most trouble.
Alternatively, you can fill out the form below and we can start the conversation online.
Frequently Asked Questions
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No, your accountant looks backwards at historical data. We look forwards, building the models and strategies that shape what happens next.
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No, there are no limits.
We even work with business with only a digital presence as well as entrepreneurs who only have an idea.
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No. Glade Advisory provides business strategy and financial modelling services.
We do not provide regulated financial or investment advice.
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The financial partner retainer runs monthly and can be cancelled at any time. There is no minimum term.
However, there are no refunds following payment, except in some instances.
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Straightforward, structured, and without the jargon.
We ask direct questions, give direct answers, and focus entirely on your business goals. Every engagement is built around your specific situation, not a template applied to every client. You will always know what we are working on, why it matters, and what comes next.
Most clients describe it as having a financially rigorous thinking partner in their corner for the first time — someone who understands both the spreadsheet and the strategy behind it.