Corporate Finance & Advisory Services
Virtual CFO services, business valuation, financial due diligence and feasibility studies for companies in Dubai and the wider UAE that are scaling, raising finance or undergoing a change in ownership.
Financial Advisory in the UAE Market
Businesses in the UAE frequently expand across multiple licences, currencies and locations without establishing a corresponding finance function. Statutory obligations are met, but management reporting, cash flow planning and investment appraisal remain informal.
The requirement is generally identified externally. Lenders request feasibility studies prior to approving facilities, departing shareholders require independent valuation, and acquirers request normalised earnings analysis and related-party schedules that have not previously been prepared.
Our Advisory Services
Virtual CFO Services
Fractional chief financial officer support on a retained basis. The monthly cycle comprises review of management accounts, a thirteen-week cash flow forecast, margin analysis by product line or location, and preparation of board reporting. Scope is set according to the stage and size of the business.
Business Valuation & Due Diligence
Valuations prepared for partner buyouts, share transfers, shareholder disputes, investor entry and internal planning, stating the basis of value, methodology applied and assumptions adopted. Financial due diligence covers quality of earnings, normalised working capital, related-party dependencies, off-balance-sheet commitments and tax exposures.
Financial Feasibility Studies
Feasibility studies prepared to the standard required by UAE banks, free zone authorities and investment committees. Reports address market sizing, capital expenditure requirements, the operating model, funding structure, break-even analysis, debt service coverage and sensitivity analysis on the principal variables.
Our Engagement Process
Definition of Requirement
Confirmation of the decision the work supports, the intended recipients of the report and the matters likely to be subject to challenge.
Information Gathering
A single consolidated request list. Information provided is reconciled to filed financial statements before analysis is undertaken.
Modelling & Draft Report
Financial models are constructed for handover and review rather than issued on a locked basis. A draft report and assumption schedule are provided before finalisation.
Review & Finalisation
A working session to test assumptions, followed by issue of the final report and continued availability to respond to lender or counterparty queries for an agreed period.
Frequently Asked Questions
Can a valuation be provided in summary form?
Scope is set in proportion to the purpose. A stated basis of value, disclosed methodology and testable assumptions are required for a valuation to withstand scrutiny, particularly where a shareholder may commission an alternative opinion. These may be presented in a concise report.
Can a valuation be prepared where accounting records are incomplete?
In most cases. Where records do not support a reliable earnings figure, adjustments are made where possible, limitations are disclosed and the dependencies of the conclusion are stated. Where completion of prior-period bookkeeping would materially improve the outcome, this is advised before the engagement proceeds.
How do virtual CFO services differ from bookkeeping?
Bookkeeping records transactions and produces statutory information. Virtual CFO services address forward-looking matters including investment appraisal, covenant compliance, working capital planning and financing structure. Where the requirement is accurate monthly record-keeping, our accounting practice is the appropriate service.
Can audit and valuation services be provided to the same client?
Not in respect of the same period. Valuing a business and subsequently auditing financial statements reflecting that valuation constitutes a self-review threat to independence. Where we act as auditor, valuation work is referred externally.
How are fees structured?
Defined assignments including valuations, feasibility studies and due diligence are quoted on a fixed-fee basis. Virtual CFO services are provided on a monthly retainer against an agreed scope. Success fees are not charged on transactions.
Request a Consultation
An initial discussion establishes the scope, timeline and fee for the required assignment.