Advisory services

Finance support for specific projects and ongoing needs.

Engagements range from a defined review or transaction project to ongoing fractional CFO support.

01

Strategic Finance & Fractional CFO

Part-time CFO support for companies that need experienced finance leadership without adding another full-time executive.

Typical work

  • Annual plans, rolling forecasts and cash models
  • Board, investor and lender reporting
  • Finance priorities, meeting cadence and team support
  • Scenario analysis for management decisions
Common situations

A CFO transition, a demanding planning cycle or a period of rapid change.

02

Performance Reporting & Finance Improvement

Management reporting and improvements to finance processes, focused on the problems management is seeing.

Typical work

  • Management reporting and KPI design
  • Profitability, pricing and working-capital analysis
  • Forecasting, close and control improvements
  • Finance roles, workflows and system requirements
Common situations

Reporting is late, forecasts are unreliable or manual work is taking too much of the team’s time.

03

Capital, Financing & Transactions

Financial analysis and execution support for acquisitions, financings, investments and exits.

Typical work

  • Valuation, returns and investment models
  • Financing options and lender materials
  • Financial diligence and management support
  • Integration plans and post-close tracking
Common situations

Management needs an independent model, a credible downside case or additional capacity during a live process.

04

Enterprise Risk & Governance

A practical view of the risks that could affect performance, liquidity, compliance or a major decision.

Typical work

  • Risk assessment and executive reporting
  • Stress tests and downside scenarios
  • Decision rights, controls and accountability
  • Business continuity and risk monitoring
Common situations

The business has become more complex, stakeholders want better oversight or key risks lack clear ownership.

A defined starting point

Finance & Risk Review.

A two- to three-week review of management reporting, forecast reliability, cash visibility, key controls and material risks. Management receives a short findings memo, priority actions and a working session.

Discuss the review