Each client engagement is unique and delivery depends on where you are on the journey from start-up, through scaling-up and commercialisation, to AIM IPO or exit.

To help you pinpoint where you might need strategic FD’s help, we have created a ‘client needs assessment tool’ and describe four broad services areas below.

Strategic Planning, Modelling and Fundraising

Refining overall strategy and reflecting this in your unique financial model, and highlighting any debt or equity requirements.

Budgeting, Forecasting and Reporting

Creating annual budgets and forecast cashflows to provide meaningful metrics. These are interpreted to make timely decisions and adjust operations to achieve your targets.

Financial Management and Compliance

Managing the company’s resources and the financial team while ensuring that mandatory obligations are met in a timely manner.

Good Governance

For AIM-quoted companies ensuring compliance with the UK Corporate Governance Code. For private companies ensuring shareholder and stakeholder requirements are met.