View A successful exit strategy: How Pure Washrooms were sold with EFM support

A successful exit strategy: How Pure Washrooms were sold with EFM support

At a glance Long-established company needing full financial support and a sound exit strategy. Successfully delivered detailed business plans, management accounts, cash flow analysis/forecasts, and tax-efficient methods of withdrawing earnings. Refinancing deal and an additional £300k loan finance were negotiated, enabling a smooth transition for the business. A successful management buy-out and subsequent trade sale…

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View Case Study: Distressed Financial Management

Case Study: Distressed Financial Management

Background Unfortunately the Educational based SME was in severe cash flow difficulties and facing imminent insolvency and an application to appoint the Official Receiver. The CFO was leaving prior to the application and the company required immediate and short term financial expertise and oversight and help to ensure a smooth handover to the Receiver. Challenges…

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View International Wealth Management Business: Funding, Growth & Trade Sale

International Wealth Management Business: Funding, Growth & Trade Sale

Background Following a request from an angel investor, Finance Director Richard Preston was brought in to review the finances of an Offshore/ International start-up investment platform, and to identify and implement sources of additional funding to achieve stretching goals. Making good use of Richard’s extensive experience and wide-ranging skill set, the business subsequently also invited…

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View Investment Management: Finance Function Restructure

Investment Management: Finance Function Restructure

Background As newly appointed UK FD for a global insurance brand, Richard Preston inherited a finance team that was in disarray and poorly regarded within the Company. Pulled in too many directions at once, the team lacked focus and selectivity, which resulted in an incessant rush to keep on top of core procedures from one…

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View SAAS Business Case Study

SAAS Business Case Study

Background A venture capital investor had committed seed and first round funding to a SAAS company without a finance director. The VC’s investment was contingent on an FD being appointed, while the Managing Director was oblivious to the benefits an FD could bring to his business and resistant to what he considered would be outside…

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View Case Study: MBO and eventual sale

Case Study: MBO and eventual sale

Background The largest investor in the business wished to exit their position and various potential suitors had been approached to acquire the business. However, this failed at the last minute with the new suitor wishing to change the deal terms. Challenge The challenge here was to find a buyer in as short a period of…

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View Case Study- Cocktails distributor receives high-level financial reporting support

Case Study- Cocktails distributor receives high-level financial reporting support

Background An early-stage business developing and distributing batched cocktails, predominantly for on-trade distribution, was seeking accounting and financial management support. The current FD was leaving, and the business was struggling to find the right balance between an ambitious and bespoke IT led management reporting solution developed by the FD, and a more resilient and sustainable…

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