White-Label Execution for Advisory Firms
Take the mandate. We build the databook, run the reconciliations and draft the findings — in your templates, under your brand.
Discuss a deal Engagement modelsThe problem we solve
Deal flow is lumpy. Hiring for the peak leaves you carrying cost through the trough, and turning work away damages the relationship you spent years building.
- Plug us into individual mandates instead of adding permanent headcount.
- Scale up for a busy quarter and back down without a redundancy conversation.
- Keep your senior people on client-facing judgement, not schedule-building.
- Say yes to the mandate that arrived the same week as two others.
Where we take the load
Databook build
Monthly P&L, balance sheet, cash flow, NWC and net debt schedules — reconciled and tied to source.
QoE workstreams
EBITDA add-backs, revenue quality, customer concentration, cost allocations.
Working capital
Peg analysis, closing statement review, purchase price adjustment mechanics.
Vendor assistance
Data room build, vendor diligence pack, buyer-question turnaround.
Model clean-up
Rebuild inherited models, add scenario and sensitivity layers, fix broken links.
Report drafting
Findings drafted to your house style, ready for your partner review.
How white-label works in practice
- Your templates. We work in your file structure and formatting conventions.
- Your brand. Deliverables carry your logo; ours appears nowhere.
- Your relationship. We do not contact your client unless you put us on the call.
- Your review. Everything reaches you before it reaches them, with our own senior gate passed first.
Frequently asked questions
Will our client know you are involved?
Only if you choose to tell them. Deliverables carry your branding, and we do not initiate contact with your client.
Can you work inside our own templates?
Yes. Send the template and house style guide during onboarding; we build to them from the first deliverable.
What is the smallest engagement you will take?
A single deliverable on one live mandate — typically a databook or a light QoE. No minimum commitment.
Have a mandate you cannot staff this week?
Send the scope. We will confirm feasibility and turnaround within one business day.
Book a consult See a real databookOr email abhishek.bhandari@zionadvisor.com directly.