Our Services

Our CFO services provide your business the same financial management strength that the large corporates benefit from. The CFO service will become a key member of your executive team. Available services can be packaged into an ongoing monthly service or selected individually when the time arises. Services include:

Business Strategy

We can help you prepare:

  • Clear executable strategies
  • Operating models that support the business strategy
  • Risk and opportunity assessments

Business Planning

We can help develop and maintain:

  • Budgets that align to your business strategy
  • Key performance indicators
  • Cashflow forecasting
  • Financial modeling

Performance Reporting

We can produce and present:

  • Budget to actual reporting
  • Financial analysis and operational results analysis
  • Attend management and/or board meetings to present financial results

Strategic Transactions

We provide high-level support.

  • Create financial model and pitch material for equity raising and debt structuring.
  • Data room preparation, interacting with potential investors and support negotiations and deal terms.

Manage Finance Teams

  • Oversee the Finance function and activities
  • Act as central point of contact for all banking relationships, tax accountants and bookkeepers.

Business Valuations

  • Business valuations utilising a variety of methodologies relevant to the business and sector.
  • As valuations are not an exact science, the valuer will assess each situation along with the standard methodologies.