Peter & Vale Advisory Information

At Peter & Vale Advisory, we bring financial clarity and strategic insight to help businesses make confident, data-driven decisions. We partner with founders, CEOs, and investors to turn financial data into actionable strategy, aligning numbers with growth, capital, and long-term value. Our Services Fractional CFO & Financial Leadership • Strategic financial planning, forecasting, and budgeting • Board reporting, dashboards, and KPI design • Cash-flow modeling and working-capital optimization • Scenario and sensitivity analysis for growth decisions Accounting & Reporting Systems • Accounting process design and cleanup (QBO / NetSuite / Xero) • Monthly close and management reporting • Chart of accounts design for multi-entity or multi-currency structures • Audit and investor-ready financials Performance & Profitability Analysis • Unit-economics and margin optimization • Cost-reduction and pricing strategy • Benchmarking and industry-peer analysis • Project and divisional P&L tracking Corporate Finance & Investment Support • Capital-raise preparation (debt / equity / grants) • Investor materials, financial models, and data rooms • Valuation analysis and transaction readiness Operational & Strategic Advisory • Business planning and OKR alignment • Strategic road-mapping and resource allocation • M&A integration and restructuring support • Intercompany management and cross-border finance