Fractional CFO/FD
Matching the needs and goals of your business with tailored support at different levels: CFO, FD or FC.
- Planning – including strategies; appraising investments and projects; budgeting; financial reporting
- Managing risk and financial obligations – including monitoring; reducing risk; compliance with regulations; representing your business with investors
- Systems – reviewing existing systems for risk and efficiency, building new systems and best practices and putting them in place
- Operations – including close involvement with your management team and key decision-making; managing your investor relations, financial operations of subsidiaries and third party outsourcing providers
Technical accounting
Making complex concepts understandable and directly relevant to you, ensuring that legal and regulatory obligations don’t hold you back. This includes IFRS, GAAP and FRED 82.
Corporate governance
Establishing solid foundations that enable you to meet your compliance requirements. Includes board evaluations, shareholder register management, managing employee share option schemes and EIS, and a full range of company secretarial services.
Transaction support
Expert navigation through M&As, IPOs, early investment rounds and more. Including:
- Financial and tax due diligence
- Post-investment planning and support
- Pre-IPO support covering historical financial information preparation, working capital modelling, financial position and prospects procedures and project management
- Post-IPO support
- Vendor due diligence and assistance
- Financial modelling covering forecasting, valuation and sensitivity analysis
- PPA valuations
- Board evaluations and corporate governance due diligence
- Carve-out support
Mentoring services
Using our close relationship with you to pass on expertise, helping you and your board develop skills to act strategically as you approach future challenges and opportunities. We’ll bring our experience as non-executive directors and interim CEOs for clients.