FINANCIAL DIRECTOR SERVICES
Sarah Platt, ACA
FINANCE DIRECTOR SUPPORT
TO DRIVE COMMERCIAL CHANGE
Consultant Finance Directors for founders, business owners & directors of start-ups, scale-ups & SMEs.
Practical, hands-on support tailored to your needs.
From 300 a half day
GROWING YOUR BUSINESS
Cashflow or profit trouble-shooting
When cashflow or profits are not meeting expectations, a business health check looks at why, and what needs to be done.
Commercialise your idea
Adding a commercial focus helps your start-up, scale-up, or small business, to get to the next level and commercialise your idea.
Enable & maximise growth
Strategic and financial practical planning, aligned with pro-active change management.
A commercial sounding board
Through a balance of challenging and thought-provoking questions, seeding ideas, and discussing, with an experienced and commercial finance director.
Mentoring your finance team
Mentoring both supports your team and raises their contribution to you and your business.
Acting as your hands-on finance director.
From £25k to £3m bank funding, to £16m private equity investment for owners' staged exit.
RAISING BANK FUNDING
Speed up and ease your fundraising
Draw on the skills of a finance director who has successfully raised funds multiple times.
Depending on the support level you require, I can either assist you, or fully prepare the information your bank requests.
We'll prepare for the bank meeting and Q&A. For the meetings I can also attend as your FD.
The level of bank funding, £50k, £500k or £3m, your business sector and historical performance, are all factors in determining the level of financial detail and business information that may be required by your bank. See more details here.
Insights: 'Essentials of raising bank funding' a 5 min read
Access funding faster, via clear communication of the investment proposition
Create a cohesive business plan with transparent and commercial growth ambitions.
Communicate in investor terms, your business value, within the financials, business plan, and pitch deck.
Bring clarity on funding requirements, what the funding will be used for, and the options on funding sources.
Draw out quick commercial gains, value maximisers, identify growth enhancements and growth limitations. Reduce risks that lower business value.
Build out the growth proposition to funders, from planned growth to accelerated growth potentials.
Exit potential, identify exit routes, investors will need to see a route to realisation of their investment return.
Ensure your funders are in alignment with you, by drawing out your own motivations and plans, in preparation for these discussions with funders.
THE GENDER FUNDING GAP
Together, let's close it
Solutions on how to overcome, get round and be prepared for the extra fundraising challenges, female and minority founders undoubtedly face.
We're also about connecting you onto investors who are already, or are considering, an inclusive investment approach. A 'founders and investors lean in and meet in the middle’ concept.
Tools to steel yourself, be yourself & be prepared
PLANNING YOUR EXIT
Realise the true value of your business
Communicate your business's full value to faster access trade buyers or PE investment, though a cohesive business plan with a clear value proposition and growth ambition.
From your established business
You've built your business, you've served it well, it's served you well.
Wondering what are your options now, for you and your business?
Are you thinking, how do you plan for your exit?
Do you want to know what options are available to you to maximise your return, and safeguard the future for your business?
Investment accelerated growth exit
Investors who fund your accelerated growth, will be looking ahead to their exit, from the first time they see your business.
With their investment on board, you too, will have aligned to the exit potential.
To maximise options & value outcome
To maximise options and value outcome, it can be useful to start thinking of your exit 3-5 years ahead.
An exit can take 1-2 years to prepare for and fully execute. Afterwards, you may have a handover/earnout period of 1-2 years, in a transfer of leadership and knowledge.
As a finance director I've been through preparing for an exit a number of times, and can support you to consider your options, plan ahead to maximise value, and execute your decided exit strategy.
Exit execution will require trusted advisors, we can tap you into known and experienced lawyers, corporate finance accountants, and investors, who in turn add to the breadth of your exit options and value outcome.
Flexible approach, tailored to where you are in planning, from early on considering possibilities, to a definite exit plan.
Find out more, from a exploratory discussion on your options, through on-going exit strategy and preparation, right through to execution.
£500k bank raise, budget and cashflow projections for short-term loan.
Pitch deck & business plan, wrote business plan and 'Information Memorandum' (pitch deck) aimed at £10m investment raise.
Consultant Finance Director,
Portfolio of technology companies serving the contingent workforce marketplace.