The capital advisory platform, Capitalise.com, has launched a new spin on your current advisory offerings, encouraging you to support your clients with capital advisory throughout their business cycle – strengthening client relationships along the way.
Capital advisory is about going beyond the numbers and helping SMEs get their balance sheet match fit. You build strength and resilience in a clients’ businesses by assisting them to raise, recover and protect their capital – all through one platform.
With 90% of accounting firms naming business advisory as a top strategic priority [Capitalise, August 2020], yet the majority identifying time as a key challenge in making it a success, Capitalise has put together a guide to share on shortcuts on getting set-up.
The guide shares tips, facts and checklists on how to build a capital advisory function in your practice.