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Debt Advisory

About Debt Advisory

Fresh ideas for your capital structure.

Larger or more complex borrowers that have a dedicated finance officer or may simply prefer to negotiate directly with banks themselves can engage our Debt Advisory services.

Debt Advisory involves providing specific advice on a business’s existing or future funding strategy, sharing market intelligence, attending board meetings, reviewing legal or finance documents, and providing support for negotiations with financiers.

We can also complete scenario analysis on your business’s creditworthiness to ‘dip the toes’ in the market for feedback.

Debt Advisory engagements are flexible in their scope.

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Overview

How It Works

Each engagement tailored to your specific requirements and business goals. We provide formal Engagement Letters to our clients – as you would receive from any accounting firm – which outlines the terms of service and length of the engagement, fees,

Engagements are normally fixed terms and charged at an hourly rate on short-term engagements (billed monthly) or quarterly in advanced in longer, fixed fee retained engagements. The number of entities and/or properties, and levels of finance in place or required will influence fees so an initial Discovery session will be required before a formal proposal is presented to our clients.

How We Do It Differently

Our Debt Advisory service distinguishes itself through a proactive and educational approach. Unlike mere consultants, we empower our clients with a deep understanding of the financial intricacies involved. Through collaborative sessions, we not only provide recommendations but ensure you comprehend the rationale behind each piece of advice. This transparency not only builds trust but also equips you with the confidence to independently navigate negotiations. We focus not only on short-term gains but on arming you with the knowledge and skills needed for sustainable financial management.

Our Network

With experience in corporate, agribusiness and investment banking, we’ve seen it all and connected with the best. Our knowledge network is broad and we maintain a strong focus on economic news to keep up-to-date with market movements.

FAQ

Frequently asked questions.

We focus not only on providing recommendations but on empowering clients with a deep understanding of financial intricacies, fostering independence in navigating negotiations and ensuring sustainable financial management.

Certainly. We specialise in providing expert guidance for hands-on negotiations, ensuring you have the knowledge and strategy required to make informed decisions in intricate financial landscapes.

Need help?

Don't hesitate to contact us.

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Cato Advisory aims to be a trusted force in transforming the financial landscape for rural businesses.

Cato Advisory is a CPA Practice

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Cato Financial Group Pty Ltd trading as Cato Advisory ABN 83 658 052 692. Credit Representative 540376 is authorised under Australian Credit Licence 389328 held by Connective Credit Services Pty Ltd
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