Timeline Case Study At a Glance Timeline, the UK’s fastest-growing company specialising in transformative tools for Independent Financial Advisers (IFAs), had further growth in its sights The growth required a Series B round of venture capital (VC) funding EFM Associate Richard Preston was selected to prepare the business for that round, working with the C-Suite…
At a Glance A specialist paint manufacturer and distributor in south-central England needed a short-notice interim replacement for its departing Finance Manager The timing created additional pressures, as the company was mid-audit, and HMRC year-end submissions were due Other challenges included ongoing internal and group reporting deadlines, summer holiday absences, and inexperienced junior Finance staff…
At a glance: An established early-years specialist in the Midlands, needed to temporarily replace its departing Finance Director (FD) EFM Associate Simon Finbery was chosen to take on the open-ended assignment Simon inherited a strong Finance team but saw opportunities to improve certain processes on the run up to year-end Additional complexity came in the…
At a glance Richmond The American University in London needed to strengthen its Finance function, following the departure of its CFO, in the midst of an economically challenging pandemic. The Finance team had inherited multiple legacy issues that were exacerbated by lockdown and a complex site move that also required new student accommodation. EFM Associate…
At a glance London-based Futureheads Recruitment faced the issue many start-ups do: it had no Finance systems, processes, or team in place The lack of Financial expertise made it impossible to accurately measure performance, opportunity, and risk, and was a barrier to the company’s growth potential Futureheads chose EFM Associate Mark Brown to act as…
At a glance: A successful UK Fintech business with over 80 major blue-chip and Government clients sought funding to underpin further growth EFM’s Richard Preston was selected as outsourced CFO to manage the funding preparation Reducing debt owed to the business was critical, but so was taking over front-line credit control activities in order to…
At a glance A thriving UK construction industry business lost its part-time Finance Director (FD) to retirement at short notice – a replacement was urgently needed The outgoing FD recommended EFM – and Martin Allen was chosen for the role The remit had historically been narrow (accounts, budgets, etc.); Martin saw an opportunity to broaden…
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…
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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