Major decisions are often clouded by uncertainty, conflicting views and a lack of clarity, even when the judgement behind them is sound.
Shulo Advisory is built
to deliver them.
We are a strategic advisory firm, and we measure ourselves by outcomes. Our senior advisers and Shulo AI, our AI colleague, work with boards, investors and management teams from the first question to the result: setting the strategy, making the case for it and staying involved until it is delivered.
Experience across eleven sectors
Shulo AI assembles the evidence base in days rather than weeks.
Each practice has its own methods; the standard of work is the same across all of them.
The work spans markets, segments, channels and pricing, and every number in the plan can be traced to its source.
Our view: growth is usually concentrated in a few segments that averages hide.
Markets, demand and the segments worth pursuing.
Channels, pricing and the competitive response.
The market, the customers, the competition and the management plan are examined with equal care.
Our view: the risk in a plan sits in its assumptions about customers, rarely in its spreadsheet.
An independent assessment of the commercial case.
Stress testing, red flags and post-deal value creation.
We start with cash and margin, and build a plan that lenders and management can follow together.
Our view: cash buys time, but lasting recovery depends on stronger earnings.
Liquidity, working capital and the cost base.
Operating model, margins and a sustainable earnings base.
We use AI in our own work every day, so our advice is based on practice rather than theory.
Our view: most of the value of AI comes from changing how the work is done, not from the model.
Where AI creates value, and what it will take.
Taking recommendations into production.
We advise both sellers and buyers, and prepare the documents that buyers rely on.
Our view: buyers pay for evidence. When a business can prove its plan, it sells on better terms.
Preparation, positioning and buyer engagement.
Screening, valuation and negotiation support.
Buy-side and vendor work, red flags and a value creation plan the day after signing.
Strategy that holds up in the boardroom and in the market.
Independent business plan reviews and turnaround support, guided only by the evidence.
Screening, diligence and valuation for families that invest directly.
Positioning, the information memorandum and a well-run process that attracts the best offers.
Every figure is sourced, every estimate labelled and every finding tested before it reaches you.
Nine examples of the documents we deliver. Each starts with the conclusion, and every figure can be traced to its source.
The senior advisers who scope a mandate stay with it to the end and present the findings themselves.
Those who scope the work also lead it and present it.
It works alongside our advisers at every stage, so clients get more done, sooner, to the same standard.
Each figure carries its source. Estimates are labelled as estimates.
No audit tie, no placement fee and no lender mandate.
A conversation about the question, the evidence needed to answer it and the date by which a decision is due.
Scope and milestones are agreed in writing before any work begins.
Hypotheses are set in the first week, the evidence assembled in the second and every finding tested in the third.
A clear recommendation, and our continued involvement until the results are achieved.
Answers delivered in time to inform the decision.
Contact usFigures describe a standard mandate. The engagement letter carries the full terms.
No audit relationship
No placement fee
No lender mandate
Sources on each figure
Estimates labelled as estimates
Findings challenged before the board
Confidential from the first call
Client material never trains models
Named partners on every mandate
Perspectives on the issues facing boards and investors.
AI pays off when the process is redesigned around it. Most programmes stop before they get that far.
Exclusivity windows keep shrinking. Evidence is most valuable before the price is set.
Durable savings come from removing work, not from spreading the same work across fewer people.
A one per cent price increase usually adds more to profit than a one per cent rise in volume, and costs far less to achieve.
Decisions are rarely improved by delay. Shulo AI works on the mandate alongside our advisers, from the analysis to the final documents, so the work moves faster without any loss of quality.
The senior advisers who scope the mandate lead it, working with Shulo AI throughout. They make the recommendation and stay involved while it is implemented. You will meet them in the first conversation.
It works as a member of the team. It carries out research and analysis, builds models, drafts reports and board papers, and helps manage the work through to delivery. Our partners set the direction, challenge its work and sign off every recommendation.
Yes. We hold no audit relationship, no placement fee and no lender mandate. Our advice is shaped by the evidence alone.
Every engagement begins with a conversation with a senior adviser about the decision ahead, the evidence it requires and the timetable. Contact us to arrange one.
