Sam Barkeley Finance

Our Services

Advisory Services Tailored to You

Every mandate we accept is treated with the same rigorous analysis and discretion — from institutional-grade financial models to hands-on operational transformation.

Financial Modelling
01

Financial Modelling

Secure funding faster with institutional-grade financial models.

We build robust financial models that give investors confidence and give you clarity.

What we deliver

  • › Investment-grade financial models — full 3-statement builds, revenue, cost and other related schedules, DCF valuations and multi-case scenario analysis.
  • › Feasibility studies that identify profitable opportunities before you commit capital.
  • › CAPEX / OPEX structuring and detailed cashflow forecasting across the project life.
  • › Business valuations for mergers, acquisitions, fundraising or strategic planning.
  • › Investment memoranda and pitch decks that compel investor action.
  • › Sensitivity and stress testing against commodity prices, FX, tariffs, demand and other drivers.
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Management Consultancy
02

Management Consultancy

Optimize operations. Eliminate inefficiencies. Drive profitability.

We assess your financial statements, processes and organizational structure to identify exactly where you are losing money — and how to fix it.

What we deliver

  • › Comprehensive financial and operational audits to locate margin leakage.
  • › Staff optimization and departmental efficiency analysis to drive productivity per head.
  • › Cost reduction strategies that do not sacrifice quality or long-term growth potential.
  • › Revenue enhancement recommendations across pricing, mix and channel.
  • › Corporate budgeting and financial planning support, including KPI frameworks.
  • › Accounting and IT systems advisory — selecting and structuring the right systems for your business.
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Due Diligence and Transaction Advisory
03

Due Diligence and Transaction Advisory

Make confident investment decisions backed by rigorous analysis.

Whether you are buying, selling or investing, our due diligence work ensures you see the complete financial picture before you commit.

What we deliver

  • › Buy-side and sell-side due diligence across financial, commercial and operational dimensions.
  • › Investment risk assessment and mitigation strategies, ranked by materiality.
  • › Financial statement verification and analysis, including quality-of-earnings review.
  • › Commercial and market due diligence — demand, competition and pricing reality.
  • › Deal structuring advisory, including mergers and acquisitions modelling and consideration structures.
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Ready to Start

Talk to a senior advisor

Every engagement begins with a confidential conversation about your business, your goals, and the numbers that will get you there.

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