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Fractional CFO / Financial Advisor
Senior finance leadership and expert financial advice, when you need it
Growing businesses often need CFO-level thinking well before they need, or can justify, a full-time CFO. I work alongside founders and leadership teams either as a part-time CFO or as an adviser on specific projects. I bring the financial strategy, robust planning and investor-ready numbers that drive value now and maximise it at exit or investment.
How I can help
Financial modelling: Robust, transparent financial models built to best-practice standards, including three-statement forecasts, scenario and sensitivity analysis, valuation, and models for fundraising, acquisitions or exit. Independent review of existing models is also available.
Business planning: Turning your strategy into a clear, credible business plan, with the narrative, assumptions and numbers to persuade investors, lenders and buyers.
Financial strategy and budgeting: Budgets and rolling forecasts that link your strategy to the numbers, so you can make decisions with confidence.
Cash flow and working capital: Improving cash visibility and forecasting, and freeing up working capital to fund growth.
Management reporting and KPIs: Clear monthly reporting that shows what’s really driving performance, for the leadership team, the board and investors.
Profitability and value drivers: Identifying where you make and lose money by product, customer and channel, and acting on it.
Fundraising and investor relations: Preparing data rooms and supporting conversations with banks, investors and private equity.
Exit and transaction readiness: Getting the business “deal ready”: clean numbers, defensible EBITDA, a credible forecast and fewer surprises in due diligence.
Finance function and systems: Strengthening your finance team, processes, controls and systems so they scale with the business.
Who I work with
Founder-led, owner-managed and investor-backed businesses, typically with turnover of £1m – £50m or pre-revenue if venture capital backed, that need senior financial expertise without the cost of a full-time hire.
How it works
Fractional CFO: Typically 1–4 days per month as part of your leadership team, scaling up for fundraising, transactions or key projects, however this can be scaled up or down depending upon specific requirements.
Advisory projects: Fixed-scope engagements such as a financial model, a business plan, a fundraise or an exit readiness review.
Every engagement starts with a review of your current position and priorities, followed by a clear plan and agreed deliverables.
Senior finance leadership and expert financial advice, when you need it
Growing businesses often need CFO-level thinking well before they need, or can justify, a full-time CFO. I work alongside founders and leadership teams either as a part-time CFO or as an adviser on specific projects. I bring the financial strategy, robust planning and investor-ready numbers that drive value now and maximise it at exit or investment.
How I can help
Financial modelling: Robust, transparent financial models built to best-practice standards, including three-statement forecasts, scenario and sensitivity analysis, valuation, and models for fundraising, acquisitions or exit. Independent review of existing models is also available.
Business planning: Turning your strategy into a clear, credible business plan, with the narrative, assumptions and numbers to persuade investors, lenders and buyers.
Financial strategy and budgeting: Budgets and rolling forecasts that link your strategy to the numbers, so you can make decisions with confidence.
Cash flow and working capital: Improving cash visibility and forecasting, and freeing up working capital to fund growth.
Management reporting and KPIs: Clear monthly reporting that shows what’s really driving performance, for the leadership team, the board and investors.
Profitability and value drivers: Identifying where you make and lose money by product, customer and channel, and acting on it.
Fundraising and investor relations: Preparing data rooms and supporting conversations with banks, investors and private equity.
Exit and transaction readiness: Getting the business “deal ready”: clean numbers, defensible EBITDA, a credible forecast and fewer surprises in due diligence.
Finance function and systems: Strengthening your finance team, processes, controls and systems so they scale with the business.
Who I work with
Founder-led, owner-managed and investor-backed businesses, typically with turnover of £1m – £50m or pre-revenue if venture capital backed, that need senior financial expertise without the cost of a full-time hire.
How it works
Fractional CFO: Typically 1–4 days per month as part of your leadership team, scaling up for fundraising, transactions or key projects, however this can be scaled up or down depending upon specific requirements.
Advisory projects: Fixed-scope engagements such as a financial model, a business plan, a fundraise or an exit readiness review.
Every engagement starts with a review of your current position and priorities, followed by a clear plan and agreed deliverables.