Comprehensive Business Advisory

Comprehensive Business Advisory

Strategic Clarity. Practical Solutions. Growth-Ready Support.

Whether you’re launching, scaling, or rethinking your strategy, running a business means navigating complexity often with limited resources and high-stakes decisions. At Unison Direct, we provide end-to-end Business Advisory Services designed to support small and medium-sized businesses (SMBs) with the insight, structure, and funding solutions they need to grow sustainably and confidently.
From preparing investor-ready business plans to optimising operations and unlocking capital for growth, we partner with you to solve real challenges and create long-term value.
Book your free business advisory consultation today.

Why SMBs Choose Unison Direct for Business Advisory

We know the unique challenges faced by SMEs; cash flow pressures, staffing constraints, evolving markets and we meet them with experienced advisory support across finance, operations, and growth strategy.
You get enterprise-grade insight with the flexibility, empathy, and efficiency tailored to your stage and sector.
Why businesses trust us:
Business-first, not theory-first advice
Hands-on strategy and execution support
Sector-aware, growth-minded approach
Integrated financial, operational, and funding guidance
Flexible support; project-based or ongoing
We act as your extended leadership team; bringing structure, focus, and financial clarity to every move.

Our Business Advisory Services Include:

Business health checks & strategic reviews
Profitability analysis & pricing strategy
Cash flow planning & working capital optimisation
Cost control, performance enhancement & system reviews
Scenario planning & expansion roadmaps
Risk management & internal control advisory
Digital transformation & process automation strategy
Comprehensive business plans for investors, banks, or internal use
Multi-scenario financial models & growth projections
Business model validation & market-entry planning
Executive summaries, pitch decks, & board packs
Working capital financing solutions
Scale-up & growth funding support
Debt vs. equity advisory (incl. private loans, term sheets)
Bank, lender, or investor readiness & introductions
Preparation of funding proposals, use-of-funds outlines, & financials
Integration with our Funding Advisory Services for real estate & operating businesses
From managing short-term liquidity to long-term scale-up capital, we guide you through the funding maze with clarity and structure.
Ambitious startups seeking a roadmap or funding
Growing SMEs needing sharper financial control
Owner-managed businesses preparing for succession or exit
Mid-sized companies exploring market expansion
Businesses struggling with cash flow or profitability
Entrepreneurs needing investor-ready documentation
Fully integrated advisory across finance, strategy, and funding
Custom-built business plans aligned to funding or growth objectives
Access to experienced CFOs, analysts, and sector experts
Real-world advice from advisors who’ve supported 100s of SMEs
Flexible engagement options; project-based or long-term partnership
Transparent pricing and collaborative execution

We don’t just advise, we roll up our sleeves and get results

Why Choose Our Business Advisory & Support Services?

Tailored for UK Small Business RealitiesWe specialise in business advisory for small businesses, startups, and micro-enterprises – advising on real-world problems like cash flow gaps, pricing strategy, vendor delays, and funding preparation.
Financially Grounded, Strategically Sound
Our team blends financial business advisory services with operational insights to help you plan, forecast, and execute with precision.
Flexible, Offshore Expertise You Can Rely On
We offer outsourced business advisory services from India, aligned with UK standards and business expectations – making strategic advice affordable without compromising quality.
End-to-End Growth Support
From startup planning to process reviews and funding readiness, we deliver full-spectrum business advisory and accounting services under one roof.

What Our Business Advisory Services Include

Our business advisory experts work as an extension of your leadership team – providing proactive advice, regular insights, and actionable solutions. Key services include:

Financial Performance Analysis & Goal Setting
We help you understand your numbers, identify inefficiencies, and set achievable growth targets.
Strategic Business Advisory and Planning
Support in building business models, value propositions, pricing structures, and expansion roadmaps.
Cash Flow Forecasting & Working Capital Planning
Identify timing gaps, optimise receivables and payables, and plan funding cycles more confidently.
Start-Up Planning & Business Structuring
From choosing the right legal entity to forecasting your first-year financials, we advise at every step.
KPI Development & Operational Benchmarking
We define and track performance indicators that reflect your goals – improving clarity and accountability.
Management Reporting & Decision Support
Monthly or quarterly reporting with commentary, comparisons, and action steps that guide business decisions.

Who We Help

Our business advisory solutions are ideal for:

  1. Startups seeking investor-readiness or structured launch plans

  2. Family businesses managing informal operations and needing formal frameworks

  3. Freelancers or consultants planning to scale into small teams

  4. Retailers and e-commerce owners who want financial clarity and growth guidance

  5. Professional service firms navigating expansion, pricing, or client growth

Whether you’re just starting out or trying to scale a stable business, we offer comprehensive business advisory for startups and SMEs alike. 

How Our Advisory Process Works

Discovery Consultation

We learn about your current challenges, goals, and available resources - then recommend a tailored advisory plan.

Initial Advisory Set-Up

Our team analyses financials, operational processes, and growth constraints to establish a baseline.

Strategic Planning and Reporting

We co-create action plans, define KPIs, and deliver advisory reports and planning sessions monthly or quarterly.

Ongoing Support and Adjustments

As your business evolves, so does our advice—your advisory plan stays aligned with your growth path.

Our business consulting services are powered by:

Cloud accounting platforms: Xero, QuickBooks, Sage
Reporting tools like Excel Dashboards, Google Sheets, Power BI
Scenario models, forecasting templates, and working capital calculators
UK-specific planning frameworks and tax considerations (e.g. VAT thresholds, allowable expenses)

We support data-driven decision-making that blends financial accuracy with commercial insight.

We’re more than advisors – we’re partners in your growth. As experienced business advisory specialists working exclusively with UK clients, we deliver:

Clear, actionable advice – not jargon or generic templates
Affordable, offshore delivery with onshore relevance
Consistent reporting, planning, and accountability support
Expertise in both strategic and financial advisory
A practical voice for founders, not just a spreadsheet review

We help you manage today and plan better for tomorrow.

Frequently Asked Questions

Our comprehensive business advisory services include financial planning, KPI tracking, growth strategy, operational reviews, and regular decision-making support.

We deliver end-to-end business advisory tailored to the unique needs of startups and SMEs, helping you plan, pivot, and grow with confidence. Whether you’re launching or scaling, our advisory model is built for your stage.

Absolutely. Our adviser outsourcing model is collaborative – we act as your remote strategic advisor, not a replacement. You maintain full control over decisions. 

We use encrypted, GDPR-compliant systems and follow strict confidentiality protocols. Our offshoring business advisory services meet ISO 27001 standards.

You’ll receive regular reports (monthly or quarterly) and can schedule strategy sessions as needed. We’re flexible and responsive to your business rhythm.

Need Advisory Support, Business Planning, or Growth Capital?

Whether you need a bank-ready business plan, help securing working capital, or strategic clarity for scale-up, Unison Direct is your partner in sustainable business success.
Let’s take your business to the next level together.
Book your free business advisory consultation today.