Practical plans for your company, worked out with your team.
Valewood Advisors is a business solutions firm. We work with established small and mid-sized companies. Together we plan cash flow, working capital, growth and equipment. When a plan needs capital, we get your company ready and introduce it to funding sources. The advice comes in writing. Your company keeps every decision.
Talk to us See the six services
- In writing. Each recommendation reaches your team as a document, with the reasoning shown.
- No cost to ask. Getting in touch and the first conversation cost your company nothing.
- Your company decides. We advise. Your team keeps each decision and can stop at any point.
- Plain terms. We use the words your team already uses. Nothing is buried in small print.
Who we are
Valewood Advisors is a small planning firm. We work with companies that already have customers, staff and a few years of records behind them. Our job is to take the figures your team already keeps and turn them into a plan your company can follow.
Funding readiness sits inside that work. If a plan calls for capital, we prepare your company's records and make introductions to third-party funding sources. Valewood does not lend. Any capital comes from the provider that offers it, under its own terms.
What we do
Cash-flow planning
A month-by-month picture of money coming in and going out, with the thin weeks marked.
Working-capital planning
How much cash your company needs on hand to run smoothly, and how to keep it there.
Growth and expansion planning
Costing, timing and staffing for a new location, line or crew, tested against real figures.
Equipment and vendor strategy
Buy or lease, which supplier, and on what terms, compared side by side before your team commits.
Funding readiness
Records in order and a clear ask, then introductions to third-party funding sources suited to the plan.
Ongoing advisory
A standing review each month or quarter, so the plan keeps pace with the business.
Reasons teams work with us
Built for established companies
Our methods assume a track record. We do not work with start-ups or with ideas that are still on paper.
Advice your team can check
Every recommendation shows its figures and its reasoning. Your accountant can test it line by line.
Capital only when the plan needs it
Many plans need no outside capital at all. If yours is one of them, we tell your team and stop there.
Nothing agreed on your behalf
We never commit your company to anything. Your team gives the go-ahead, or does not, on its own.
Five steps, in order
The same sequence applies to every company we work with. Each step ends before the next one begins.
Reach us
Your team contacts us by phone or email and describes the company and what it wants to plan.
Share recent statements
Once we agree to work together, your team shares a few months of bank statements, so the plan rests on real inflows and outflows.
Read the written recommendation
We set out what we found, what we suggest and the trade-offs, in a document your team can keep and share.
Your company decides
Take the time your team needs. Accept the whole plan, a part of it, or none of it.
We help carry it out
If your company goes ahead, we handle the set-up tasks and make any introductions the plan calls for.
Talk it over with us.
A phone call or an email is enough to begin. There is no charge for the first conversation and no commitment on either side.