Financial Advisory Services in Saudi Arabia

Financial Consulting

Data-driven financial strategy for the Saudi market

OPU's financial advisory service helps you decide before you commit: whether to enter the market, how to fund growth, what a business is worth and how to protect cash. It is forward-looking work built on solid numbers.

Advice is non-securities advisory, grounded in Saudi regulations, Zakat and tax requirements, and delivered with the audit and accounting teams so the plan holds up in practice.

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Core advisory solutions

Project work and continuous insight.

Feasibility studies & market analysisMarket viability, financing needs and operating plans for new ventures.
Projections & cash flow managementFinancial models and forecasts that improve working capital and liquidity.
Valuation & financial restructuringValuations and capital restructuring for mergers, acquisitions and organisational change.
Budgeting & performance analysisBudget cycles, variance reporting, KPI and target setting.
Financing & cost optimisationCapital structure advice, financing management and cost reduction programmes.

Our advisory process

  1. 01
    Discovery & scoping

    We review financials, objectives and constraints and define the scope before analysis.

  2. 02
    Analysis & modelling

    We build financial models, valuations or feasibility analyses.

  3. 03
    Recommendation & support

    We present recommendations and support implementation, board presentations and investor discussions.

When to engage an advisor

Foreign investors

Entering the Kingdom and structuring a MISA licence application.

Start-ups

Preparing for a funding round with feasibility studies and models for investors and banks.

Established businesses

Facing fast growth or a downturn and needing to restructure capital or renegotiate financing.

Before decisions

The best results come when advice is taken before the decision, not after.

Frequently Asked Questions

How does advisory differ from a statutory audit?

An audit verifies historical data for compliance. Advisory looks ahead at decisions, forecasts, cash flow and shareholder value.

What does a valuation report contain?

Historical analysis, normalised earnings, benchmarking and a valuation range using methods such as DCF or comparable companies, tailored to the purpose.

How are advisory fees set?

Focused projects such as feasibility studies and valuations are fixed fee. Ongoing CFO-style support is billed monthly or quarterly. Every engagement is scoped and quoted upfront.

Can you help with bank financing?

Yes. We prepare and review projections, cash flow analysis and business cases to strengthen financing applications.

Related finance and advisory services

Accounting Advisory & PoliciesAccounting policies, IFRS adoption, chart of accounts design, ERP support and governance advice in Saudi Arabia.Company FormationSet up a company in Saudi Arabia with 100% foreign ownership. MISA licensing, registration, banking and visas by OPU, an ASMACS Group company.Tax & Zakat AdvisoryZakat calculation and filing, corporate tax, withholding tax and ZATCA compliance in Saudi Arabia.Finance, Audit & Advisory overviewSee all seven OPU services in one place.

Request a strategic advisory session

Bring your plan, funding question or valuation need to OPU.

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