01
Financial Analysis & Planning
Financial statement analysis, cash-flow assessment, budgeting, forecasting, and scenario modeling to help organizations understand performance and financial sustainability.
Independent Financial & Strategic Advisory
Financial clarity for
better business decisions.
Independent financial and strategic advisory services for businesses and organizations navigating growth, complexity, and change.
For businesses, entrepreneurs, and nonprofit organizations.Independent advice. Clearly defined engagements.
01 / Services
Understand your position.
Evaluate your next move.
02
Business Valuation & Decision Support
Financial modeling, valuation estimates, and investment analysis to support strategic decisions, ownership transitions, and business opportunities.
03
Business Strategy & Performance
Break-even analysis, unit economics, working-capital assessment, and operational financial analysis to identify constraints and evaluate alternatives.
04
Transaction & Acquisition Advisory
Financial assessment and decision support for entrepreneurs and business owners evaluating acquisitions, transitions, and other significant transactions.
The scope of each engagement is agreed upon before work begins. Services focus on financial analysis and decision support; audit, attestation, licensed appraisal, and legal services are outside the scope of the practice.
02 / How We Work
Independent advice.
Defined engagements.
Tangible deliverables.
- 01
Initial discussion
Understand your business, challenge, and objectives.
- 02
Engagement definition
Agree on scope, deliverables, timeline, and professional fees.
- 03
Analysis and execution
Conduct the agreed financial and business analysis.
- 04
Findings and recommendations
Deliver documented results and practical recommendations.
You retain full management control. Adel Associates serves as an independent external adviser. Long-term relationships can develop through separate engagements, with no requirement for recurring monthly retainers.
03 / About
Financial discipline.
Systems thinking.
ADELASSOCIATES
Adel Associates is an independent financial and strategic advisory practice.
Mohamed Adel | Founder
A former Chief Financial Officer with more than 20 years of experience across finance, strategy, and operations, including leadership roles in fintech, aviation, and investment management. His approach combines financial discipline with systems thinking—examining how financial, operational, and strategic decisions interact.
He holds a master’s degree in Finance and Investment and a bachelor’s degree in Physics.
Objective analysis / Practical outcomes
04 / Start a Conversation
Let’s discuss your next business decision.
Whether you’re assessing financial performance, evaluating an investment, or considering a business transition, start with a conversation about your objectives.