A monthly finance partner
A separate service with its own monthly fee: a regular, independent view of your numbers, from advisers who know how buyers, investors and banks will read them.
How it works
The monthly finance partner is contracted separately and is not included in our M&A, capital raising or debt advisory mandates. You can use it on its own, for as long as it is useful, whether or not a transaction is planned.
When clients call us
- Your management reports exist, but nobody outside the business reviews them critically.
- You want early warning on cash, margins and covenants.
- You plan a sale, capital raise or refinancing in the coming years and want the numbers ready.
- Shareholders or the board want regular, independent reporting.
What we do
A monthly finance partner
Monthly review
Management accounts, cash, margins and working capital reviewed each month against budget and prior periods.
KPI dashboard
A short set of indicators tracked over time, so trends are visible before they become problems.
Early warnings
Pressure on cash, covenants or working capital flagged in time to act.
Budget and forecast checks
Budgets and rolling forecasts tested against actual performance.
Shareholder reporting
A concise monthly note for shareholders or the board.
Transaction readiness
When a sale, raise or refinancing comes, the history and analysis buyers ask for are already in place.
How it runs
- 1
Set up
We agree the reports, indicators and timing that matter for your business.
- 2
Dashboard
A KPI dashboard and a baseline built from the last two to three years.
- 3
Monthly review
Each month, a review of results, cash and forecasts, with a short note.
- 4
Quarterly discussion
A partner meeting to discuss trends, risks and options.
What you can expect
- A senior second opinion on your numbers every month.
- Problems spotted early, while there is time to act.
- Reporting your shareholders and lenders can rely on.
- A company that is ready when an opportunity comes.
Other services
Start a conversation
Ready to talk?
Tell us about your company. A partner will reply personally, and we treat everything you share as confidential.