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Advisory

Free 20-min Business Diagnosis

Phoenix Capital Advisory

While Phoenix Capital Partners (PCP) focuses on acquiring and investing in owner‑operated businesses, PCP Advisory engages selectively with business owners where advisory support can materially improve profitability, financial structure, and exit value.

We see a business’s life cycle in a few stages as it grows.

  • Stage 1, owner doing everything, maybe 1 or 2 staff.
  • Stage 2, leveraging staff, revenues under circa $15m and profit between $1m and $3m, but the owner is very much running the business. The end of this stage is where we like to invest or outright purchase.
  • Stage 3, Ideally, we own the business until it is fully managed – an asset not a job with profits between $5m and $10m.
  • Stage 4, eventually we sell to a larger investor or a bigger business.
  •  Stage 5, the business may, long-term, list on a stock exchange etc.

PCP Advisory helps businesses we like the idea of owning, but they are too early stage for us as investors. We assist in increasing revenue, profitability, and management structure to help owners step back. The goal outcome is a more valuable business, regardless of purchaser.

Advisory Offerings

Tier 1

Strategic Advisory (Decision Layer)

Purpose:
Provide senior, operator‑level challenge and guidance on decisions that materially impact EBITDA, risk profile, capital structure, and long‑term exit value. This engagement is appropriate for established owner‑operators who want external input to ensure the business remains commercially sound, bankable, and aligned to build long-term business value for an eventual sale.

Structure:

  • Two senior advisory sessions per month
  • Buyer‑lens review of profit quality, cash flow durability, owner reliance, and financial risk
  • Strategic financial structuring input (debt capacity, working capital discipline, balance‑sheet risk)
  • Ongoing prioritisation of decisions that affect value and optionality

Outcome:
Clear and commercially grounded decision support aligned to EBITDA improvement and long‑term value creation, without operational interference. Ideally, this is a six-month-plus engagement so we can see compounding results, however, you can stop at any time if you’re not seeing the value.

Tier 2

Value & Exit Advisory (Active Exit Support)

Purpose:
To support owners who are actively preparing for, or already engaged in an exit process. The focus is on improving how the business presents to buyers, selecting the right transaction partners, and addressing value‑limiting issues under real market conditions. This engagement is suited to owners who want to exit in the near term (3-12 months) and require experienced guidance to maximise the probability of a successful transaction at the highest achievable price.

Structure:

  • Advisory sessions aligned to a deal or anticipated exit timeline
  • Buyer‑driven review of earnings quality, pricing power, cost structure, and risk exposure
  • Financial and capital structuring guidance to support buyer confidence and funding outcomes
  • Assistance selecting, briefing, and managing brokers, advisors, and transaction partners
  • Support positioning the business to withstand due diligence scrutiny

Outcome:
To achieve a higher sales price. I believe that simply choosing the correct brokers and partners, and managing the process correctly, can add anywhere from 10% to 30% to your eventual sales price. With sufficient time before going to market, we work towards a business that is correctly positioned, financially credible, and well‑represented in the market, with improved probability of a transaction completing at a higher value. Our cost here can be less than what we save you on brokerage fees.

Tier 3

Exit Readiness Programme (3‑Month)

Purpose:
Prepare a business to be genuinely saleable, whether the owner chooses to exit immediately or preserve optionality for the future. This programme is designed as a structured, time‑bound advisory engagement rather than a partnership. It can be delivered one‑to‑one or, preferably, in a small group format with multiple owners from different businesses.

Structure:

  • Three‑month programme
  • Weekly advisory sessions, with weekly execution plans
  • Weekly Q&A sessions
  • Revenue growth and acquisition strategies
  • Profit and EBITDA quality improvement
  • Reduction of owner dependency and key‑person risk
  • Financial and capital structure optimisation
  • Exit readiness planning and buyer‑lens preparation

Outcome:
A materially stronger business with improved EBITDA quality, reduced risk, and credible exit optionality.

Engagement Philosophy

Phoenix Capital Advisory engagements are selective, commercially grounded, and outcome‑driven. The objective is not growth for its own sake, but measurable improvement in business quality, financial resilience, and exit value. Advisory work is informed by real acquisition, financing, and transaction experience, ensuring advice remains practical, credible, and aligned with market realities. When required, we will bring in third-party advisors to ensure the best result.

Our goal is to help make your business more profitable with less owner-dependent and therefore more valuable, regardless of the eventual buyer.

Next Steps

A 20-min free business diagnosis.

A call with me so both parties can assess whether your business is suitable for a partnership or acquisition now, and if not, whether PCP advisory can help progress the business to its next stage.

Worst case scenario: you gain a buyer’s perspective on your Business, clarity on what to work on, and we stay in contact. Best case, we work together, adding value to each other’s businesses.

Email me on [email protected] and we can organise a time to talk