Work undertaken covers a wide field.
Typical projects done:
- Non-exec Director responsible for financial and audit, board management including chairing, company secretarial
- Business turn rounds
- Start ups, mentoring and coaching
- Introducing systems, specifically accounting
- Design and implement processes.
- Negotiations and facilitation – dispute resolution
- Drafting sale and partnership agreements
- Drafting procedure manuals.
- MBO and partners joining
- Valuations – For CGT, Banks and buy/sell purposes
- Cash flows and budgets.
- Project evaluation and arranging financing.
- Feasibility and business plans including forecasting.
- Audits including due diligence.
- Comprehensive financial plans
- Financial modeling
- Financial analysis and reporting thereon to owners, Directors and banks
- Mentoring/coaching owners. This included knowledge transfers as appropriate.
Case studies in support follow: