Layer 3 · Strategic Finance & CFO Advisory

Business Plans, Finance Raising and Strategic Advisory

From compelling business plans to finance raising and strategic direction, we help you build credible cases and execute sustainably.

Who this is for

  • SMEs and growth businesses
  • Organisations preparing for funding
  • Businesses pursuing expansion or repositioning

When you typically need this

  • When preparing funding applications
  • When developing or refining strategy
  • When planning expansions and growth initiatives

Our approach

What we do

  1. 01

    Clarify objectives and strategy

  2. 02

    Develop market and operating assumptions

  3. 03

    Build financial forecasts and scenarios

  4. 04

    Compile business plan and investment case

  5. 05

    Support funder engagement and negotiations

Deliverables

  • Business plan and investment case
  • Forecast model and assumptions pack
  • Funding readiness checklist and lender pack

Benefits

  • Higher funding success rate
  • Clear strategic direction
  • Better planning discipline and stakeholder confidence

Why Bethanie Management Consulting

  • Strong modelling and investment support skills
  • Experience raising finance for expansions
  • Practical guidance from strategy through execution

Leadership credibility supported by independent recognition as a #BestofBiz top contributor on Bizcommunity.

Related advisory services

Related services

CFO Outsourcing

Access experienced CFO and finance leadership without the cost of a full-time executive hire.

Financial Modelling

Structured models that clarify financial implications of decisions and improve investment outcomes.

Next step

Discuss scope, timelines and the most suitable approach for your organisation.