Case Studies

Improving business strategy

Our work in this area typically includes

Business model and strategy
Forecasting and financial modelling
Management reporting
Non-executive Director


The sector – IT and Technology

The company – Supplied computer consultancy to large corporations

The brief -
Management accounting and financial forecasting
Negotiated additional financing
Groom business for rapid growth and disposal

The solution – Appointed Finance Director for 1-2 days per month

The measurable benefits -
Improved accounts system and setup monthly management accounting
Corporation and director’s tax mitigation
Company achieved exceptional fast growth and was very profitable
Company sold after 4 years for substantial sum

The client reaction – Delighted and assistance required with new venture


The company – Exports speciality chemicals

The brief -
Act as sounding board to management
Help grow the business
Ad hoc projects

The solution – Appointed as a non-executive director

The measurable benefits -
Profits increased 500% and costs reduced 15%
Business plan including exit strategy agreed
Stronger cash flow allows faster loan repayments
Stock turnover increased reducing working capital required
Management succession plan designed

The client reaction – Assignment continues, with new projects requested


The company – Supplies industrial goods

The brief -
Improve financial control and reporting
Improve business performance
Improve business model and strategy
Mentor business owner
Ad hoc projects

The solution – Monthly Finance Director service for 4 days per month

The benefits -
Business growth of 15% targeted
£60k of tax saving identified, preserving cash
Accounting system re-implemented
Weaknesses identified for rectification
Business strategy agreed with niche marketing plan

The client reaction – New projects requested


The company – Manufactures plastic packaging

The brief –
Management buyout feasibility study
Raise finance for a buyout
Lead the buyout and supervise completion
Setup and lead the finance function
Develop a business plan

The solution – Interim finance director service for 4 years

The measurable benefits -
Raised £5.3m new finance for management buyout and 5 later re-financings to fund £12m increase in annual sales
Productivity + 29% and unplanned production losses reduced to zero with lean manufacturing and preventative maintenance
Safety incidents reduced to zero, team engagement improved included winning apprentice of the year
£1.2m invested in new green technology and competitor acquired to widen product range
Installed financial systems and reporting

The client reaction – Company turnaround recognised with several awards including nomination as Finance Director of the Year


The sector – Wholesalers

The company – Distribution of trade tools

The brief –
Return company to profitability
Grow the business
Improve cash flow

The solution – Appointed Finance Director for 3-4 days per month

The measurable benefits -
Improved accounts system, started monthly management accounts, prepared forecasts and new budget
Created new pricing system and removed loss-making product lines and customers
Recognised sustainable growth not possible due to increased competition and cheap imports
Wholesale division returned to breaking even then closed and diversified into other sectors

The client reaction – Accepted need for closure, but grateful for diversification and avoidance of personal guarantees