STRATEGIC
- We have years of experience in establishing new businesses: ascertaining the most appropriate structure for the business operations, whether it be Sole Trader, Company, Beneficial Trust, Unit Trust, or a combination of any of these. We have even worked with Discretionary Mutuals. Setting up the capital structure with an eye to the future growth, and working with tax and legal experts to ensure the right measures are put in place, are just the start of our service offering. We help to develop structured and achievable Business Plans, as guides to navigate by and benchmarks to monitor progress.
- Strategic Plan Development is so much broader than just the numbers, as it also encompasses areas of the business such as product, sales, marketing, business environment, logistics and competition. There is little benefit in concentrating on numbers alone. We have sat on Strategic Development committees and been the catalyst driving growth. There are huge advantages in having our “measurement” expertise involved with this aspect of your business. But as with all our services, we don’t just get involved with the high level planning; we also implement these plans to bring them to ultimate fruition.
- Business financing (from seed to growth capital) and acquisition funding. Finance and cashflow is the lifeblood of any business and in spite of profitability, businesses can perish without adequate funding. This is not something that can be approached in some piece-meal fashion, but rather an essential ingredient that must be the product of structured planning. We assist business owners to assess their requirements, the different types of funding and establishing what it most appropriate for their circumstances. With us on your side, we can also help source any external funding that may be required. Financing can be required at start-up, for growth, acquisition or other development. CFO Pro will be your partner at all these major milestones in your business’s development.
- Mergers & Acquisitions assessment. We have assessed dozens of potential acquisitions for clients, and recommended to either proceed or not in the process. And while we take a “numbers” view on the decision, we also factor in the non-financial factors which can be just as important, such as continuity of supply/distribution, synergies, marketplace perceptions and the like. But we go the extra step and assist clients with the actual merger or acquisition, implementing the integration of systems, processes and cultures.
- Due diligence – We have represented both buyers and sellers in both formal and informal due diligence processes. Often existing CFO’s and Finance Teams are fully committed in their time and ability in servicing the day-to- day functions of their business, and get swamped when faced with the added responsibilities of undertaking a Due Diligence process. Here CFO Pro can step in and fill this role with minimal disruption to the BAU operations. These clients are typically listed companies, but are sometimes large private ventures also.
