Core services
Solutions by service line
Each engagement starts with the real business problem, then focuses on the practical finance work needed to solve it: cash visibility, reliable reporting, defensible forecasts, investor credibility, transaction control, transformation delivery or leadership continuity.
Fractional CFO
Fractional CFO
For businesses that have outgrown basic accounting but are not ready for a full-time CFO, we provide senior financial leadership that turns numbers into decisions and gives management control over cash, growth, margins and risk.
Problem we solveBusiness owners have reached the point where basic accounting is no longer enough. They need CFO-level thinking for cash flow, margins, growth decisions, funding, reporting and risk — but not necessarily a full-time CFO every day.
What we do for you
- Build budgets, forecasts and scenarios that support real management decisions
- Create cash flow visibility, including short-term runway and longer-term funding needs
- Identify profit leaks across pricing, margins, cost structure and working capital
- Build dashboards, KPIs and reporting packs for CEOs, founders, boards, banks or investors
- Challenge major decisions such as hiring plans, expansion, pricing, capex and technology investments
- Prepare the finance function for fundraising, bank financing, M&A, board scrutiny or rapid growth
How you benefit
- You understand where the business really stands financially
- You make faster decisions based on reliable numbers
- You avoid expensive mistakes before they become cash problems
- You improve margins, cash flow and financial discipline
- You present with more confidence to banks, investors and boards
- You spend less time guessing and more time growing the business
Interim finance
Interim finance
Finance cannot pause while you search for the right permanent hire. When a finance leader leaves, takes extended leave, or the business enters a period of change, we keep the function stable and controlled.
Problem we solveA leadership gap in finance can quickly create risk: missed deadlines, weak cash control, team uncertainty, poor handovers and disrupted reporting. We keep the function stable while the business makes the right long-term hire.
What we do for you
- Step into the finance leadership role quickly and take ownership of urgent priorities
- Maintain reporting, payroll, controls, compliance, cash management and stakeholder communication
- Lead the finance team through the transition period and restore structure where needed
- Identify urgent process gaps, control weaknesses and reporting issues exposed by the leadership gap
- Support recruitment by helping define the right long-term finance role
- Prepare a structured handover so the permanent hire starts with clarity
How you benefit
- Your finance function remains stable during a critical transition
- Reporting, payroll, compliance and cash management continue without disruption
- The finance team receives leadership and direction
- Management receives an honest assessment of what works and what needs to change
- The incoming permanent hire receives structure, documentation and priorities
- You avoid rushed hiring decisions caused by short-term pressure
Turnaround & restructuring
Turnaround & restructuring
In a turnaround, the first question is not profit. It is time: how much cash runway does the business really have? We help stabilize liquidity, identify the root causes of distress and build a recovery plan stakeholders can believe in.
Problem we solveThe business is under pressure and management needs facts fast: real cash runway, root causes, stakeholder priorities, hard decisions and a credible recovery plan that can be executed.
What we do for you
- Diagnose the root causes of distress across cash flow, margins, costs, working capital, debt and operations
- Build a short-term cash forecast to understand exactly how much time the business has
- Stabilize liquidity through cash controls, collections, supplier negotiations and spending discipline
- Rebuild a realistic budget, cost structure and recovery plan
- Support discussions with lenders, creditors, investors, suppliers and the board
- Define actions, milestones and accountability to execute the turnaround
- Monitor progress against the recovery plan and adjust as conditions change
How you benefit
- You gain immediate visibility over cash and survival runway
- You buy time to make decisions instead of reacting under pressure
- You restore credibility with lenders, investors, suppliers and other stakeholders
- You make difficult decisions based on facts, not panic
- You protect the business, its value and jobs wherever possible
- You come out with stronger financial discipline and control
Business plans & pitch decks
Business plans & investor pitch decks
A business plan is only credible if the assumptions survive questioning. We turn strategy into a clear story, a defensible financial model and a pitch deck that gives banks, investors or boards confidence.
Problem we solveThe strategy may be strong, but the numbers, assumptions and investor story are not yet ready for scrutiny. We turn the plan into a credible, decision-ready and funding-ready package.
What we do for you
- Translate your strategy into a business plan with a logical commercial and financial story
- Build the financial model from the ground up, including revenue drivers, costs, margins, working capital, capex, cash flow and funding needs
- Stress-test assumptions so the plan holds up under investor, lender or board scrutiny
- Identify weaknesses before external stakeholders find them
- Build or improve the investor pitch deck with clear messaging, clean numbers and strong use-of-funds logic
- Prepare supporting materials for due diligence, investor questions, bank discussions and management presentations
- Coach founders or management teams before investor, lender or board meetings
How you benefit
- You walk into investor or lender meetings with confidence
- Your numbers are supported by logic, not guesswork
- You avoid weak assumptions that damage credibility
- You save weeks of back-and-forth trying to build the model and deck yourself
- You improve your chances of securing funding, better terms or board approval
- You leave with a plan that can be used to run the business, not just raise money
M&A and integration
M&A and integration
Deals do not fail only because of price. They fail because risks were missed before signing or integration was underestimated after closing. We help protect value before, during and after the transaction.
Problem we solveTransactions create risk before signing and value leakage after closing. We help identify the financial truth, protect deal value and make sure integration is not treated as an afterthought.
What we do for you
- Conduct buy-side or sell-side financial due diligence
- Review revenue quality, margin trends, working capital, debt-like items, cash flow and financial risks
- Support valuation, deal structuring and negotiation from a finance perspective
- Identify synergies, dis-synergies, integration costs and risks that affect true transaction value
- Build the finance integration plan covering reporting, systems, controls, teams, processes and timelines
- Manage post-merger integration workstreams to protect value after closing
- Align financial reporting, KPIs and controls across the combined business
How you benefit
- You avoid overpaying, under-valuing or missing critical financial risks
- You enter negotiations with stronger financial insight
- You understand the real value drivers and hidden costs of the deal
- You reduce disruption after closing
- You protect deal value through disciplined integration
- You build a finance function that supports the combined business
