The services you need from your CFO will differ for each business and change as your business grows. Once we understand your goals and where you are, we will build a bespoke project plan. All our CFOs have a wide range of experience covering the following services:

Business Plan & Strategy
The business plan is the starting point for your CFO. We can help you build or rework your plan to cover everything from your long-term vision to the specific 90-day actions needed to drive the business forward. Accountability is critical to keeping you on track with the plan.

Risk Management
Identifying and minimising risks is a key role of a CFO. We will work with you to create a complete list of risks, both internal & external, rank these in order of importance and create a plan to mitigate these.

Exit Planning
It can take up to 5 years to maximise the valuation of your business when selling, so it's always early enough to start. We will help you get to the bottom of what you want. We will create and implement a plan to make your business as attractive as possible to potential buyers. The selling the process can be highly stressful and is full of pitfalls; your CFO will be experienced in this area and can hold your hand or take the lead.

Mergers & Acquisitions Support
Mergers & Acquisitions can be one of the quickest routes to growth but can be daunting for the inexperienced. We can help identify opportunities, carry out valuations, help structure deals and take care of due diligence.

Fundraising
Identifying a future need for additional cash is the best way to maximise your chance of securing the money at the best price. Many options are available for raising cash, and we can help you explore which path is best for you. We have plenty of experience working with angel investors, Venture Capitalists & Private Equity. If you decide to raise equity finance and bring in an investor, we can help you get the business ready for investment, manage the fundraising process and handle investor relations afterwards.

Forecasting, Budgeting & Financial Modelling
Forecasting has many benefits, whether creating a model to help you raise investment, spotting future opportunities or issues with long-term forecasting, or using budgets to track your progress and create accountability. We will build, update and embed these forecasts into your regular
financial reporting.

Building Systems & Controls
Great systems are the key to rapid growth. We will use our experience in systemising and automating businesses to map out your existing processes. We can remove bottlenecks and work on the areas that deliver the greatest reward. Our love of technology plays a big part in this process.

Mentoring & Training
Finance is a complex area of business that is vital for all to understand. We will work with the company's senior leaders to improve their financial understanding and decision-making. We can help hire, train and mentor your in-house finance team too. A finance function fit for purpose is vital to enable growth.

Management Information & Metrics
Occasionally looking at your Profit + Loss is not enough to empower you to make better business decisions. We will ensure that you have access to accurate, timely and relevant financial dashboards and that you truly understand what these mean.

Cash Flow Management
The biggest cause of stress for many owners is cash flow. Cash flow problems are always the symptom of poor controls or tight margins. We tackle this in two ways. First, we build cash flow forecasts and help you stay on top of your bank balance. Secondly, we will look to identify and fix the root cause of the issue.

Profit Improvement
Pricing has one of the most significant, direct impacts on your profitability. We will create a pricing strategy with you that maximises your profit. Monitoring and reducing your overheads and measuring efficiencies are other vital tasks we can cover.