The projects we work on
Four types of work.
Each one is tied to a decision or a deal.
Raising debt
Getting your strategic plans, numbers and forecasts into the shape lenders want to see, then sitting alongside you through the process.
- Invoice finance and asset-based lending
- Term loans and growth funding
- Information packs for lenders
- Covenant and headroom forecasts
- Refinancing
- Lender meetings and negotiation
Raising equity
A financial story investors believe, a model that stands up to questions, and a data room that doesn’t slow everything down.
- Full financial model preparation
- Preparation of the investor deck and the story behind it
- Data room build
- Chairing investor Q&A sessions
- Modelling valuation and dilution scenarios
- Management of the due diligence process
- Support through to completion
Buying or selling a business
Whether you’re selling what you built or buying the next one, the job’s the same: know what it’s worth, prove the profits are real, and get through the buyer’s questions intact.
- Help to estimate what it’s worth today, and why
- Preparing the business for sale — operational, strategic and commercial advice
- Working alongside your M&A adviser or investment bank to prepare marketing documentation
- Proving the profit is sustainable, through buy-side or sell-side quality of earnings reports
- Appraising target acquisitions
- Leading on buyer and seller Q&A sessions
- Management of the due diligence process
- Working capital analysis and negotiation
- Support through to completion
Fixing the finance function
Rebuilding your reporting, month-end and forecasting so the numbers turn up on time, add up, and tell you something useful.
- Rebuilding month-end
- Board pack and KPIs worth reading
- Rolling 13-week cash forecast
- Choosing and moving systems
- Getting the right people in the right roles
- Writing down how it all works
Standing in as CFO
Sometimes a business needs a senior finance person while it recruits, or for a specific project. We’ll do that, with an end date and a handover plan agreed at the start. It’s a bridge, not a permanent arrangement, and we’ll tell you when it’s time to hire.
How a job runs
Four steps, every time.
First conversation
60 minutes on a video call. What’s going on, what’s the timeline, are we the right firm. It’s a straight conversation, not a sales pitch.
A piece of real work, free
We pick something small and useful and just do it. You get a proper piece of work and a written view of what we found, and you get to see how we work before committing to anything.
Proposal
What we’ll do, what it costs, what good looks like, and what we need from you.
The work
Delivering what we proposed, with regular check-ins so you always know where things stand.
Next step