Services

Clear and pragmatic reporting

Our service offering

Carlton Strategy Advisors delivers client value by providing in-depth insight and opinion about company leadership, trading performance, competitive positioning and the business outlook.

CSA helps determine whether business growth plans and investments make sense in a given market economy, relevant to investor or lender hold periods and beyond. We develop a fact-base for conviction or aversion, providing leverage on key questions and bringing comfort to decisions.

CSA’s strategy and commercial due diligence consulting services are process driven, incorporating issues-specific business evaluation methods. Project scope can be tailored to suit specific company growth phasing and management developments or key funding events.

Internal Business Review

  • Management and resource cross-check
  • Business direction and strategy review
  • Plan disaggregation and sensitivity modelling
  • IP, USP and KPI evaluation
  • Performance improvement recommendations

External Market Review

  • Customer and supply chain referencing
  • Market sizing and opportunity validation
  • Route-to-market competitive mapping
  • Competitor profiling and threat analysis
  • Acquisitions and disposals screening

Understanding the opportunity…
finding no hidden surprises