Transaction readiness & CFO

Be ready before you go to market

Buyers and investors reward companies that are well prepared. We bring CFO-level support to get your numbers, plan and story ready for a sale, a financing or the next stage of growth.

Context

When it fits

Many strong companies leave value on the table simply because they are not ready: reporting is thin, the plan is unclear, or the finance function is stretched.

We step in as a senior finance partner, on a project or interim basis, to close those gaps before a process starts.

Process

How we work

Financial review

We review your numbers, reporting and KPIs and flag what buyers or investors will question.

Plan & story

We build a credible business plan and a clear equity story that stands up to scrutiny.

Data room

We prepare a clean, well-structured data room so diligence runs smoothly.

On-call CFO

We stay available as a sparring partner through the process.

Outcomes

What you can expect

  • Clean, credible numbers and reporting
  • A business plan and equity story buyers trust
  • A diligence-ready data room
  • Higher certainty and, often, a higher value
FAQ

Good to know

01

Is this only before a sale?

No. The same readiness helps for raising debt or equity, or simply running the company better.

02

Can you act as an interim CFO?

Yes. We can support on a fractional or interim basis for a defined period.

Let’s talk about your next move

Whether you are selling, acquiring or planning succession, a first conversation is confidential and without obligation.