Jonathan Wheeler
FCA
Remote, London, SE England, East Midlands, East England

Supporting SMEs to overcome challenges and maximise their potential

An experienced and approachable Finance Director, Jonathan is passionate not only about helping SMEs to overcome their challenges and achieve the best possible outcomes, but guiding them through growth and scale-up phases too. He has over 18 years’ experience in senior finance roles and in providing advice across various sectors in crisis management, business turnaround, growth, exit planning, refinancing and M&A. Jonathan’s career has taken him from a Big 4 accountancy firm to a major international bank to working in a number of restructuring and turnaround roles, with significant focus on the SME market. He has also engaged with local SME businesses on a voluntary basis, giving up his free time to mentor and coach them, and help them grow. This varied background and broad skill set means he is well-equipped to advise and work with all manner of clients, whether they be growing, changing, under-performing, or requiring restructuring. As EFM’s Operations Director as well as an EFM Associate FD, he fulfils a business leadership role himself every day, and so is adept at engaging with business owners and their boards.

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Jonathan’s work in action

Turnaround and Re-Financing of distressed Education Provider

In 2019, a UK educational establishment was facing a bleak future. The organisation had always relied upon donations from its charitable foundation to break even and access to these funds expired in 2019. The business model (expensively rented campus, small group teaching, low student numbers) was loss-making without external funding. The institution was facing immediate closure if a solution could not be found. 

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