Advisory practices
Advisory
Many of the decisions our clients make extend beyond tax. Expanding a company, evaluating a partner, improving working capital or building a digital product raises commercial, financial and operational questions too.
Advisory
The advisory practices grew out of the questions Worldwide Framework’s clients were already asking. They are led by Richard Cuaresma and work alongside the Tax & Accounting practice, so a business decision and its tax consequences are considered together.
Commercial and financial advisory. Not a statutory audit, legal opinion or regulated investment advice.
03 · Business Advisory
How a business makes money, where cash is tied up and what would change the outcome.
04 · Risk & Due Diligence
Counterparties, opportunities and exposure, understood before committing.
- Due diligenceAn evidence-based review of a company, counterparty or commercial opportunity before you commit, so the decision rests on what the numbers and the operating model actually show.
- Credit & counterparty riskEvery sale on credit is a decision about a counterparty.
- Business risk assessmentUnderstanding where a business is exposed and identifying practical ways to reduce that exposure: financial, commercial, counterparty and operational.
05 · Digital & Ventures
Processes improved and new ventures built, with AI and automation applied only where they measurably help.
- Digital transformation, AI & automationWe identify which processes are worth improving or automating, define what the solution must do, and oversee delivery, using AI only where it improves a measurable outcome.
- Venture developmentFor founders and companies building something new, such as a digital product, a platform or a marketplace, we help test the idea, shape the model and plan the route to market before significant capital is committed.
How we work
Diagnose
Understand the business, the decision and what is actually at stake.
Analyse
Financial, commercial and operational evidence; where risk or inefficiency is concentrated.
Define
Practical actions, scope and requirements, with the trade-offs made explicit.
Deliver
One point of contact; analysts, developers or specialists brought in when the work requires them.
Adviser
Richard Cuaresma helps businesses make better decisions where growth, credit, cash, risk and technology intersect.
Describe the question you need answered. We will tell you what we would look at first.
Begin a conversationConfidential and without obligation.