Portal C · Financial analysis

Request financial analysis or business planning

Tell us what decision you need help with and which records are available. A MoFirms reviewer will assess the scope and contact you with any questions and a fee quote before work begins.

Before you begin

Submitting a request is not a loan application, funding approval, audit, tax filing, or guarantee of finance.
Any analysis is scoped and reviewed by a person; this form does not provide automated advice or make lending, investment, tax, or legal decisions.
Do not send account passwords, PINs, personal ID numbers, tax PINs, or information about people who have not agreed to share it. Redact full bank account and card numbers from documents before uploading.
Only upload records relevant to the requested work. Files are optional, private, limited to 20 per request, 5 MB each and 100 MB total. Accepted types: PDF, JPG and PNG.
Uploaded files are scheduled for deletion after one year; requests are scheduled for deletion after two years without recorded contact.

This service is running in local development. Use synthetic information only; do not enter real financial or personal information or upload real statements until MoFirms has approved the privacy notice and deployed the portal to secure production hosting.

Applicant

Applicant type *

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Individual or sole proprietor

Business, group, or organisation

Contact name *

Business name

Phone

Preferred contact *

County *

Sector

Optional supporting documents

Examples: financial statements, a business plan, a cashbook, sales summaries, or budgets. You may submit the request without files and discuss a secure exchange method with staff first.

Files are private and available only to authorised MoFirms staff as downloads. They are scheduled for deletion no later than one year after upload.

Privacy and contact permission

MoFirms uses this information to assess your request, prepare a possible service scope and fee quote, and contact you about the request. Access is restricted to authorised staff. Requests are scheduled for deletion after two years without recorded contact. Please review the request carefully and provide only information you are authorised to share.

I agree that MoFirms may review this request and contact me about its scope and a possible fee quote. *