Financial advisory

Support for the critical moments that define your business’ success. 

Throughout the course of your business life, you will face defining events that shape the future of your organisation and drive its future value. You may be seeking to close an M&A transaction, conduct a forensic investigation, contest an issue in court, restructure your business or even finance a major investment. Our global team of financial advisory experts is well-versed in the financial challenges you will face and will work closely with you to provide tailored, practical and technical advice to guide you through these critical moments.

Our approach

The scope of our services is broad and varied, but our approach is always centred around three core themes:

• We are relentlessly focused on helping you and your business maximise value and achieve your ambitions and objectives.
• We take the time to understand your organisation and the situation you are in to ensure our approach is personal, pragmatic and productive.
• We provide practical advice to help you make key business decisions with clarity and confidence.

Doing this requires teams with vast experience and deep expertise. As a uniquely integrated global partnership, Forvis Mazars is able to mobilise teams of multi-disciplinary experts from across the globe in a seamless and efficient way to ensure you have the best team advising you regardless of where you, or your project, is based.

We offer a wide range of financial advisory services to help you meet your objectives. Our offerings have designed around you and your business’ major lifecycle events - from deals to financing to crisis and disputes. 

Our people

Our team comprises over 1,000 dedicated professionals in 52 countries, covering the full range of financial advisory disciplines.

As a uniquely integrated international practice, our teams around the world adhere to the same quality standards, project methodologies and technical standards meaning we deliver a consistent, seamless service wherever you may need them.

Financial advisory services tailored to your needs

As a trusted partner in your business journey, we understand the importance of navigating through various financial challenges and opportunities. Our team of financial management experts offer comprehensive financial advisory services to address your specific needs and goals. Whether you require assistance with financial planning, investment advisory, or estate planning, our experienced professionals are here to guide you every step of the way.

Strategic financial planning and management

Effective financial planning is essential for the long-term success of your business. Our financial advisors specialize in developing innovative investment strategies and retirement savings plans tailored to your unique circumstances. From portfolio management to business banking solutions, we provide strategic advice to optimize your financial performance and achieve sustainable growth.

Expert guidance for critical business decisions

In today's complex business landscape, making informed decisions is crucial. Our financial analysis experts conduct thorough assessments to help you evaluate investment opportunities, assess risks, and enhance your financial performance. Whether you're exploring business creation or restructuring initiatives, our team offers expert guidance in transaction advisory to ensure sound decision-making and mitigate potential challenges.

At Forvis Mazars, we recognize that major lifecycle events can significantly impact your business's trajectory.