Services
Some businesses require the skills and experience of a finance director but not on a full-time basis. With this in mind, the classic FD/CFO services Bill offers are set out below.
Bill will provide as much or as little help as you require, tailor his services to meet your business needs and if it suits, vary his commitment from one financial period to the next.
Business plan creation
Many businesses find that a concise financial roadmap is the best way to communicate value and attract investors.
Based on your vision, plans and existing forecasts, Bill can work with you to prepare an attractive yet realistic business plan; a roadmap that clearly communicates your key financials, value and potential including model scenarios that demonstrate your ability to overcome challenges.
Cash flow modelling
Cash is the lifeblood of every business.
The simple, effective tools Bill creates will help you monitor, manage and forecast cash flow; and plan to raise additional liquidity with accuracy and confidence at the right time.
Exit planning and preparation
Businesses should always have a shortlist of potential partners and be prepared for an exit event.
Bill has the skills and experience needed to shepherd the exit process, streamline your data room, and make strong pitches to investors, licensors or acquiring companies.
Investment guidance and support
As the need to raise funds is ongoing, investor search, relations, presentations and IM preparation will always be amongst your priorities.
Tried and tested expertise and well established contacts make Bill the right partner in these endeavours. He will help to order your search, generate robust pitch materials and deliver concise value propositions.
Receptive audiences will boost your success rate and completion will be achieved more often, with greater efficiency and less anxiety.
Tax guidance
In order to optimise HMRC benefits and incentives, businesses require a profound understanding of EIS/SEIS processes and conditions, EMI options and R&D tax credits.
Bill will help to:
– make your business more appealing to investors by capitalising on EIS and SEIS
– maximise the value of every pound invested in R&D by structuring work carefully
– incentivise employees in a tax efficient manner with EMI options and growth shares
Grant funding, sourcing, administration
Non-diluting sources of cash are attractive to companies and investors alike.
Bill will help you identify sources, specialists and partners to improve the probability of securing grant funding. Subsequently, he will also make sure payments are received in full and on time.
Corporate administration, co-ordination and management
Distracted by the necessities of key administrative functions (e.g. HR, Legal, Payroll, IT) businesses often struggle to find the time required to make vital commercial development plans.
Bill can identify outsource partners who will provide affordable, scalable solutions as your business grows. So by adding his experience and strength of network to your current pool of human resources, your time will be your own again to do what you do best.