Fractional CFO
Your CFO, one to two days a week, working with the team you have, for one company or a group, including family groups.
- The month-end, with a short pack by day 5 as the aim. The full close can follow by mid-month.
- Cash, week by week, and the big decisions with the numbers behind them.
- Where the money goes next: what the next investment would earn, and what it does to the rest of the business.
- For a group, one set of numbers, and each company on its own.
A monthly retainer.
Deal CFO
For a raise, a loan, a buy-in, a sale or an acquisition.
- The financial model, built for the other side to test.
- The finance documents for the data room.
- Answers to their questions, as they arrive.
- The terms to aim for, and the numbers behind the structure: what each price, each term and each way of funding it would do to the company.
- On an acquisition, the numbers and what you can pay.
It ends when the deal closes, or carries on as a monthly engagement for the integration and the financial oversight of the combined group.
Finance transformation
When the company has outgrown its finance function.
- New people where needed, and routine work to people who do only that.
- Processes that hold, systems connected to each other, and a month that closes faster.
- AI and automation on the routine work.
- A finance function rebuilt around the people you have.
A project, with its scope and timing set in the proposal. It ends when the new set-up runs on its own.
Interim CFO
When the finance head leaves.
- The month-end keeps running.
- The processes optimised along the way.
- Help building the team that follows.
Month by month, for as long as the seat is empty, and through the handover to the new finance head.