The decision determines the work.
Corporate advisory centered on capital decisions. We help business owners evaluate financing, liquidity, investment, and transaction-readiness choices. Each engagement connects clear analysis with a recommendation and an organized path to action.
Capital Strategy
When this matters: You need to determine how much capital the business needs, when, and on what terms.
How we help: Compare financing options against cash flow, repayment capacity, flexibility, and owner control.
What you can expect: A funding plan showing amounts and timing, a comparison of alternatives, and a recommendation with clear next steps for you and your advisors.
Cash & Liquidity
When this matters: Your business holds substantial cash, or you want to use available cash more effectively.
How we help: Assess operating needs, reserves, and uses for surplus cash while balancing liquidity, risk, and flexibility.
What you can expect: A cash-flow forecast, reserve framework, and comparison of debt repayment, reinvestment, and owner distributions.
Business Strategy
Financial Clarity
When this matters: You need clearer priorities or help moving a defined operational improvement forward.
How we help: Review financial and operating information, focus the work, and coordinate the expertise needed.
What you can expect: Practical recommendations, a budget or forecast where useful, and an action plan with responsibilities, milestones, and progress reviews.
When this matters: Your business shows a profit, but cash remains tight—or your financial reports leave you with questions.
How we help: Explain what drives profit and cash flow, working alongside your CPA to connect their guidance with business decisions.
What you can expect: A plain-language summary of what the numbers mean, focused questions for your CPA, and agreed actions with follow-up.
Financing & Deal Readiness
When this matters: You are preparing for discussions with lenders, investors, buyers, or sellers.
How we help: Organize your financial story, identify information gaps, and prepare you for diligence questions.
What you can expect: A readiness assessment, organized supporting information, and coordinated next steps with qualified financing or transaction professionals.
How we engage
Capital Decision Assessment A focused starting engagement when the question or information needs clarification. You receive a decision brief covering objectives, constraints, preliminary alternatives, information gaps, and recommended next work. A well-defined project can begin directly.
Ongoing Capital & Strategic Advisory A continuing advisory relationship for owners who want a sounding board and support carrying decisions forward. Support can include capital and liquidity reviews, financial-model updates, selected business and operating questions, advisor coordination, and progress reviews against agreed priorities.
Project Economics
When this matters: You are weighing an expansion, acquisition, or major investment.
How we help: Test expected returns, funding needs, downside risk, and the assumptions that could change the decision.
What you can expect: An editable financial model, scenario and break-even analysis, and a recommendation with milestones for committing or reassessing capital.
Start with the question you need to answer.
Tell us the capital decision you are facing. We can identify the right starting point and define a useful scope of work.
Marne Strategic Advisors provides capital strategy and corporate advisory. Securities placement, investment banking, securities recommendations, portfolio implementation, and other regulated or specialized professional services require appropriately qualified professionals and separate authorized relationships.