What independent advisory may offer your business.
Outside financial perspective tends to be most valuable when it is genuinely independent — not tied to a product, a relationship, or a predetermined conclusion.
Back to HomeWhat clients tend to value about our work
These are the aspects that clients most often reference when describing what made the engagement worthwhile.
Senior-level attention
You work with experienced practitioners, not with junior analysts supervised from a distance. The person who takes the brief is the person who does the work.
No product conflict
We do not earn referral fees or commissions. Our only income from an engagement is the agreed fee, which means our advice is not angled toward any particular financial product or provider.
Defined scope and fee
Engagements are scoped in writing before they begin. The fee does not change mid-engagement without your agreement. There are no hidden additions.
Usable deliverables
Every engagement produces something your team can use independently — a financial model, a planning document, a written memorandum — not a presentation that only makes sense with us in the room.
Confidentiality as standard
NDAs are signed before we see any materials. Client information does not leave the engagement team. We have no external reporting obligations that could affect this.
Plain language throughout
We write and speak clearly. If a finding is uncertain, we say so. We do not use technical language to obscure a weak analysis or add an air of authority to a straightforward observation.
Finance experience from inside organisations
Our practitioners have worked as finance directors, controllers, and analysts within businesses before moving into advisory. That inside perspective matters. We understand that financial decisions are made in a context of operational pressure, stakeholder expectations, and imperfect information — not in a clean theoretical space.
- Senior practitioners with in-house corporate finance backgrounds
- Experience across Thai SMEs, family businesses, and regional transactions
- Working knowledge of Thai financial and regulatory context
"The most useful financial advice tends to come from people who have made financial decisions under pressure, not just modelled them from the outside."
— Bodhi Consult practice philosophy
Our working method
We do not use proprietary black-box tools. Our financial models are built in standard formats — Excel or Google Sheets — that your team can open, understand, and modify. We explain our methodology at every step.
This approach reflects a practical commitment: the output of an engagement should be a tool the client controls, not a dependency on our continued involvement.
Transparent methodology, no black boxes
Every model, memorandum, and planning document we produce is built to be understood by whoever receives it. We use standard tools and plain-language documentation throughout.
- Models delivered in standard formats your team can maintain
- Written documentation of assumptions and methodology
- Interim drafts and working sessions during multi-week engagements
A small practice that stays close to its clients
We take on a limited number of engagements at any one time. This is a deliberate choice. It means that when we are engaged, we are genuinely attentive — not distributing attention across a large client list. You will not find yourself waiting days for a response to a question during an active engagement.
- Direct access to the practitioners doing the work
- Responsive communication throughout the engagement
- Weekly check-ins and interim updates in longer engagements
1 day
Typical enquiry response
Weekly
Working sessions in long engagements
EN / TH
Working languages
Direct
Access to senior practitioners
Our fee structure
All fees in Thai Baht. Scope and fee agreed in writing before work begins.
Fees that reflect the work, not the brand
Our fees are set at levels appropriate for Thai SMEs and family businesses — below the rates of international advisory firms, and calibrated to the actual scope of each engagement. We are not discounting a premium service; we are pricing for the clients we serve.
- Fixed fees agreed before work begins
- No hourly billing surprises or scope-creep additions
- Transparent invoicing at agreed milestones
What clients leave with
An engagement with Bodhi Consult is not primarily about the relationship or the process. It is about what you have at the end: a clearer financial picture, a working model, or a stronger position as you enter a transaction.
- Written memoranda or documents that stand on their own
- Financial models your team can continue using
- Clearer framing of the questions that matter for your next decision
A Financial Health Review may surface a working capital dynamic that the management team had not fully articulated. A planning engagement may produce a model that the CFO uses as the central planning tool for the following two years. A transaction retainer may substantially improve the financial package presented to a potential acquirer.
We cannot predict the precise impact in advance — that would be an overstatement. What we can say is that clients who found the engagement worthwhile have consistently pointed to the clarity it produced, rather than to any particular transaction outcome.
How our approach differs
A straightforward comparison between the approach commonly found at larger advisory firms and our own.
| Feature | Typical larger advisory firm | Bodhi Consult |
|---|---|---|
| Who does the work | Junior analysts; senior staff involved in scoping and review only | Senior practitioners throughout |
| Fee structure | Hourly billing; variable final cost | Fixed fee agreed in advance |
| Product or referral income | Often present; may influence recommendations | None — fee only |
| Deliverable format | Presentation decks requiring explanation | Standalone documents and working models |
| Client size focus | Calibrated for large corporates | Thai SMEs and family businesses |
| Engagement languages | English; Thai-language engagement less common | English and Thai throughout |
A few things worth noting
We work in Thai as well as English
Financial planning and advisory engagements can be conducted entirely in Thai if that is the working language of your team. This is not a translation service; it is how we work by default with Thai clients.
We do not grow our engagements without consent
Scope changes require your agreement. We do not unilaterally add workstreams, extend timelines, or introduce additional fee items. If the work expands, it is because you have agreed to it.
Our memoranda are designed to last
The written output of a Financial Health Review is structured to be useful six or twelve months after delivery, not just in the week after we present. The language is plain enough to remain accessible without our annotation.
We decline work that does not suit us
If the situation you bring to us does not match our experience or our approach, we will say so. We would rather decline a piece of work than take it on and do it poorly. This has been the case since we opened.
A few milestones worth noting
2019
Founded in Bangkok
80+
Engagements completed
3
Industries of focus
ICMA
Member, certified practitioners
A conversation costs nothing
If any of the above seems relevant to a question you are working through, we are happy to speak. There is no obligation on either side of an initial conversation.
Get in Touch