Scope and professional boundaries

What OUC Advisory provides

OUC Advisory provides business preparation, funding-readiness diagnostics, capital pathway education, business-case preparation, documentation and process coordination, and facilitative introductions or referrals where appropriate.

Matters handled by suitable professionals

OUC Advisory is not a licensed investment bank, corporate finance adviser, fund manager, securities dealer, underwriter, legal adviser, tax adviser, auditor or valuer. OUC Advisory does not provide regulated investment advice, legal advice, tax advice, audit opinions, valuation opinions, fund management, underwriting or licensed securities-related execution.

Where a matter requires regulated, legal, tax, audit, valuation, due diligence or other specialist input, it should be reviewed by suitably qualified professionals. OUC Advisory may help identify the need and coordinate a referral or introduction where appropriate.

No assured outcome

Introductions and referrals are facilitative only. No funding, buyer, partner, counterparty or transaction outcome is assured. All commercial decisions remain with the business owner and the relevant external parties.

Information shared at the first conversation

Start with a short overview. OUC Advisory will confirm what information is useful for the next step before detailed or confidential materials are shared.