FINANCIAL ADVISORY | PLANNING | BUSINESS FINANCE
Professional Financial Advisory Services
Practical financial advisory and business
finance support for startups, MSMEs, companies,
LLPs, partnership firms, proprietorships,
professionals, traders, manufacturers and
service businesses across Odisha and Pan India.
BBSR Services helps businesses understand their
financial position, plan budgets, monitor cash
flow, analyse profitability, manage working
capital, evaluate expansion opportunities and
organise financial information for better
business decisions.
Financial Advisory for Business Growth and Stability
Financial decisions are an important part of
starting, operating and expanding a business.
Businesses need to understand their revenue,
expenses, cash flow, working capital, profitability,
liabilities and future financial requirements.
BBSR Services provides business-focused financial
advisory support to help entrepreneurs and
organisations organise financial information,
evaluate business performance and plan their
financial requirements.
Our advisory approach can be useful for new
businesses looking to establish financial
foundations as well as existing businesses
planning growth, expansion, additional investment,
working capital or operational improvement.
Better Financial Information Supports Better Decisions
Proper financial planning can help business
owners understand where money is being generated,
where it is being spent, how much working capital
may be required and whether proposed business
decisions are financially practical.
What Is Business Financial Advisory?
Business financial advisory involves reviewing
relevant financial and business information and
providing structured guidance relating to areas
such as financial planning, budgeting, cash flow,
profitability, working capital, financial reporting
and business expansion.
The exact scope of financial advisory depends on
the business, its financial position, objectives,
industry, transaction structure and requirements.
Financial advisory is particularly useful when
business owners need a structured view of their
finances before making important operational or
strategic decisions.
Who Needs Financial Advisory Services?
Financial advisory can benefit businesses at
different stages of their lifecycle.
Startups
Financial planning, budgeting and business
model support for newly established ventures.
MSMEs
Financial analysis, working capital and
growth planning for small and medium businesses.
Growing Businesses
Financial planning for businesses
experiencing increasing revenue and operations.
Manufacturers
Financial planning around production,
working capital, costs and expansion.
Traders
Cash flow, inventory-related financial
planning and profitability analysis.
Service Businesses
Revenue, expense, pricing and profitability
planning for service-based businesses.
Our Financial Advisory Services
We provide financial advisory support based on
the nature, size, stage and objectives of the
business.
01
Financial Planning
Develop structured financial plans based
on business objectives and available
financial information.
02
Business Budgeting
Prepare and review business budgets for
revenue, expenses and operational activities.
03
Cash Flow Planning
Review expected business receipts and
payments to support cash flow planning.
04
Working Capital Advisory
Review operating working capital needs
relating to business activities.
05
Profitability Analysis
Analyse revenue, expenses and available
financial information to understand
profitability.
06
Cost Analysis
Review major business cost components and
identify areas requiring management attention.
07
Financial Forecasting
Prepare financial projections based on
assumptions supplied by the business.
08
Funding Readiness
Organise financial information required
for discussions with potential funding
stakeholders.
09
Business Expansion Planning
Review financial aspects of proposed
business expansion and additional investment.
10
Financial Performance Review
Review available financial information
to understand business performance.
11
Management Reporting
Organise agreed financial information
into useful management reports.
12
Financial Decision Support
Provide structured financial analysis
to support business decision-making.
Business Financial Planning
Financial planning helps businesses connect their
business objectives with expected revenue,
expenses, investments and cash requirements.
A financial plan can be useful when starting a
business, launching a new product, entering a new
market, purchasing equipment, opening a new branch
or preparing for expansion.
STEP 01
Understand the Business
Review the business model, operations,
industry and financial objectives.
STEP 02
Review Financial Position
Review available income, expenses, assets,
liabilities and financial records.
STEP 03
Identify Requirements
Identify expected working capital,
investment and operational requirements.
STEP 04
Prepare Plan
Develop financial projections and
planning information based on assumptions.
STEP 05
Review Scenarios
Consider different revenue, cost and
investment scenarios where appropriate.
STEP 06
Management Review
Use the financial plan as a management
tool for ongoing business decisions.
Business Budgeting and Financial Control
A business budget provides an estimated financial
framework for a particular period. It can help
management plan revenue, expenses, staffing,
marketing, operations, equipment and other
business costs.
Revenue Budget
Estimate expected sales or service revenue
based on business assumptions.
Operating Expense Budget
Plan expected regular operating expenses
of the business.
Employee Cost Budget
Estimate employee-related costs based on
the business workforce plan.
Marketing Budget
Plan marketing and promotional expenditure
according to business objectives.
Capital Expenditure
Plan proposed spending on equipment,
infrastructure and other business assets.
Working Capital Budget
Estimate financial requirements associated
with regular business operations.
Cash Flow Advisory and Management Support
A profitable business can still face cash flow
pressure if customer collections, supplier
payments, inventory requirements and operating
expenses are not properly planned.
Cash flow advisory focuses on understanding
expected business receipts and payments and
identifying periods where additional cash
requirements may arise.
Receivables Review
Review customer outstanding amounts and
expected collections.
Payables Review
Review supplier and other expected
business payments.
Expense Planning
Plan regular and upcoming operating
expenses.
Cash Requirement
Identify periods where additional working
capital may be required.
Cash Flow Forecast
Prepare expected cash flow information
based on available assumptions.
Management Review
Use cash flow information to support
operational planning.
Working Capital Advisory
Working capital is closely connected with the
day-to-day operating cycle of a business.
Businesses may need funds for inventory,
receivables, supplier payments, employee costs
and regular operating expenses.
We help businesses review available financial
information and understand their operating
working capital requirements.
01
Inventory Planning
Review financial implications of inventory
requirements where applicable.
02
Receivable Cycle
Review customer credit and collection
information.
03
Supplier Cycle
Review supplier payment obligations and
operating requirements.
04
Operating Expenses
Review regular business expenses affecting
operating cash requirements.
05
Cash Conversion
Understand the relationship between
business purchases, inventory, sales and
collections.
06
Funding Requirement
Identify potential working capital
requirements based on available information.
Profitability and Cost Analysis
Understanding profitability is important for
evaluating the financial performance of a business.
Revenue alone does not indicate whether a business
is financially sustainable.
Financial analysis may consider revenue, direct
costs, operating expenses, employee costs,
financing costs and other relevant information.
Revenue Analysis
Review available sales or service revenue
information.
Direct Cost Analysis
Review costs directly associated with
products or services.
Operating Cost Analysis
Review regular business operating costs.
Margin Review
Analyse available gross or operating
margin information.
Break-Even Analysis
Estimate break-even requirements based on
available assumptions.
Cost Optimisation
Identify areas where management may
consider reviewing business costs.
Financial Forecasting and Projections
Financial projections can help businesses estimate
future revenue, expenses, profitability, cash
requirements and investment needs.
Forecasts are based on assumptions and available
business information. Actual performance may vary
depending on market conditions, operating results
and other factors.
01
Revenue Projection
Estimate future revenue based on business
assumptions.
02
Expense Projection
Estimate future operating and business
expenses.
03
Profit Projection
Estimate potential profitability based on
projected revenue and expenses.
04
Cash Flow Projection
Estimate expected receipts and payments.
05
Funding Requirement
Estimate potential additional capital
requirements.
06
Scenario Planning
Consider alternative assumptions and
possible business scenarios.
Financial Advisory for Funding Readiness
Businesses seeking external funding may need
organised financial information, business
projections and supporting documents.
BBSR Services can assist businesses in organising
financial information and preparing financial
planning materials for discussions with potential
banks, financial institutions, investors or other
funding stakeholders, subject to the applicable
requirements.
Financial Position Review
Review available financial information
before funding discussions.
Business Projections
Organise projected revenue, expenses and
financial performance.
Cash Flow Projection
Prepare cash flow projections based on
available assumptions.
Funding Requirement
Organise estimated capital requirements
for the proposed business purpose.
Financial Documents
Organise relevant financial documents
required for the engagement.
Funding Discussion Support
Assist in preparing financial information
for discussions with relevant stakeholders.
Financial Advisory for Business Expansion
Expansion decisions may involve additional
investment in premises, equipment, employees,
inventory, marketing, technology and working
capital.
Financial advisory can help business owners
evaluate the financial aspects of a proposed
expansion before committing significant resources.
01
Expansion Cost
Identify estimated costs associated with
the proposed expansion.
02
Additional Investment
Review potential investment requirements.
03
Revenue Potential
Prepare revenue assumptions for the
proposed expansion.
04
Working Capital
Estimate additional working capital
requirements where applicable.
05
Break-Even
Review estimated break-even requirements
based on available assumptions.
06
Financial Feasibility
Evaluate available financial information
relating to the proposed expansion.
Industries and Business Sectors We Support
Financial requirements vary across industries.
Our business financial advisory services can be
structured for businesses operating in multiple
sectors.
Manufacturing
Financial planning, cost analysis,
working capital and expansion support.
Retail and Wholesale
Cash flow, inventory, margin and business
financial planning.
IT and Software
Revenue planning, employee cost,
profitability and growth planning.
Construction
Project financial planning, working
capital and cost analysis.
Transport and Logistics
Operating costs, cash flow and expansion
financial planning.
Healthcare
Business budgeting, cost planning and
financial performance review.
Pharmaceuticals
Financial planning for pharmaceutical
trading, distribution and operations.
Agriculture and Agri-Business
Financial planning for agricultural
enterprises and allied businesses.
Real Estate
Project financial planning and investment
requirement analysis.
Education
Budgeting, cost planning and financial
management support.
Import and Export
Financial planning for businesses involved
in international trade.
Professional Services
Revenue, pricing, costs and profitability
planning for service businesses.
Financial Advisory for Startups and MSMEs
Startups and MSMEs often need to balance growth,
operating expenses, working capital and investment
requirements. A structured financial plan can help
entrepreneurs understand their financial position
while planning future activities.
Startup Financial Planning
Plan initial operating expenses, investment
requirements and expected revenue.
Business Budget
Prepare financial budgets based on
business objectives.
Cash Flow Planning
Estimate business receipts and payments
during the growth phase.
Funding Readiness
Organise financial information for
potential funding discussions.
Profitability Review
Review revenue and cost information to
understand business performance.
Expansion Planning
Review financial requirements for
additional branches, products or markets.
Financial Reporting and Management Information
Management information can help business owners
monitor financial performance and identify areas
requiring attention.
Revenue Report
Review available business revenue
information.
Expense Report
Review operating and business expenses.
Profitability Report
Review available profitability
information.
Cash Flow Report
Review expected and actual business
cash movement where information is available.
Receivables Report
Review customer outstanding information.
Payables Report
Review supplier and other outstanding
liabilities.
Documents and Information Required
Business Information
-
Business constitution details
-
PAN and GST information where applicable
-
Business activity details
-
Business objectives
Financial Records
-
Accounting records
-
Bank statements
-
Sales information
-
Purchase and expense records
Business Projections
-
Expected revenue
-
Expected expenses
-
Proposed investments
-
Working capital requirements
Expansion or Funding Information
-
Proposed business expansion
-
Estimated project cost
-
Proposed funding requirement
-
Purpose of funding
Benefits of Professional Financial Advisory
Better Financial Visibility
Understand available financial information
more clearly.
Better Planning
Plan business expenses, investments and
financial requirements systematically.
Cash Flow Awareness
Improve understanding of expected business
receipts and payments.
Cost Awareness
Identify major cost components affecting
business performance.
Performance Monitoring
Use financial information to monitor
business performance.
Growth Planning
Evaluate financial aspects of proposed
growth and expansion.
Financial Advisory Services Across Odisha
BBSR Services provides business financial
advisory support across Odisha, including
Bhubaneswar, Cuttack, Puri, Khordha, Balasore,
Rourkela, Sambalpur, Berhampur, Angul,
Jharsuguda, Baripada, Koraput, Rayagada,
Nuapada, Kalahandi, Nabarangpur, Balangir,
Jajpur, Dhenkanal, Keonjhar and other business
locations.
Bhubaneswar
Cuttack
Puri
Khordha
Balasore
Rourkela
Sambalpur
Berhampur
Angul
Jharsuguda
Baripada
Koraput
Rayagada
Nuapada
Kalahandi
Nabarangpur
Balangir
Jajpur
Dhenkanal
Keonjhar
Financial Advisory Services Pan India
BBSR Services also supports suitable business
financial advisory assignments for businesses
located across India.
Remote advisory assignments can be coordinated
through online meetings, document sharing and
structured financial information review depending
on the nature and scope of the engagement.
Why Choose BBSR Services for Financial Advisory?
01
Business-Focused Approach
Financial advisory structured around
practical business requirements.
02
Startup and MSME Support
Financial planning support for new and
growing businesses.
03
Financial Analysis
Review available financial information
to support management decisions.
04
Growth-Oriented Planning
Financial planning for expansion,
investment and business growth.
05
Odisha Coverage
Business financial advisory support
across Odisha.
06
Pan India Support
Suitable remote advisory assignments
across India.
Related Business and Financial Services
Frequently Asked Questions About Financial Advisory
What are financial advisory services?
Business financial advisory services involve
reviewing relevant financial information and
providing structured guidance relating to
areas such as financial planning, budgeting,
cash flow, profitability, working capital,
forecasting and business expansion.
Who needs financial advisory services?
Startups, MSMEs, companies, LLPs, partnership
firms, proprietorships, manufacturers, traders
and service businesses may benefit from
structured financial advisory support.
What is included in financial advisory?
Depending on the engagement, services may
include financial planning, budgeting, cash
flow planning, profitability analysis, working
capital review, financial forecasting, funding
readiness and expansion planning.
Can you prepare financial projections?
Financial projections can be prepared based
on available business information and
assumptions supplied by the client.
Do you provide cash flow advisory?
Yes. Cash flow planning can include review of
expected business receipts, payments, expenses,
receivables, payables and working capital
requirements.
Can you help with funding readiness?
Yes. We can assist in organising financial
information, projections and planning
materials for discussions with relevant
funding stakeholders, subject to applicable
requirements.
Do you provide financial advisory for startups?
Yes. Startup financial advisory can cover
budgeting, financial projections, cash flow,
funding readiness and business growth planning.
Do you provide financial advisory for MSMEs?
Yes. MSMEs can obtain support relating to
financial planning, working capital,
profitability, budgeting and expansion planning.
Do you provide financial advisory services in Odisha?
Yes. BBSR Services provides business financial
advisory support across Odisha.
Do you provide financial advisory services Pan India?
Yes. Suitable financial advisory assignments
can be coordinated remotely for businesses
across India.
Can I apply online for Financial Advisory?
Yes. Click the Apply Online button and select
Financial Advisory as your required service.
Need Financial Advisory for Your Business?
Whether you are starting a new business, managing
an existing enterprise, planning expansion,
evaluating funding requirements, improving cash
flow or reviewing profitability, discuss your
financial advisory requirement with BBSR Services.
Disclaimer:
Financial advisory requirements depend on the
nature of the business, financial position,
objectives, transaction structure and applicable
laws and regulations. The information provided
on this page is for general information and
service purposes and should not be treated as
individual investment, securities, tax, legal or
financial advice. Where a matter requires advice
from a regulated professional or authorised
financial intermediary, the applicable
professional or regulatory requirements should
be considered separately.