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…
For experienced Finance professionals reaching a point in their professional life when they’re ready for a change, the “What next?” question can seem a daunting one. But it needn’t be, because change doesn’t have to mean a wholesale career switch, and it doesn’t have to mean retirement either. In fact, you can carry on doing…
You didn’t start a business to stand still – you started it to grow it. And whether that growth is about increasing market share, improving profitability, or building your team – or indeed all of these – the reality is that you’re going to encounter some challenges that will trigger growing pains along the way….
Growing a business is the primary objective for most business owners. Boosting headcount, operations, customer base, geographic locations are all positive developments. However, these developments come with a catch. Why? Because in conventional growth mode, all these objectives require correspondingly increased resources – revenue, people, cash – to fund them. You make more, but you…
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…
With over 30 years’ background in finance and operations, in everything from a Norwich accounting practice to a private health insurance provider, and a Big Four professional services brand to a boutique estate agency, Finance Director (FD) Jon Pennells has managed just about every flavour of Finance challenge and opportunity across every size of business….
Our outsourced Finance Directors (FDs) and other Finance professionals are often approached to provide advice and insight around investment funding – and it’s hardly surprising. It comes in many forms and can be complex for small business owners and managers to navigate. But it can also propel the business to success and generate a healthy…
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…
For us, as outsourced Finance Directors (FDs) and other Finance professionals looking ahead to what the remainder of Q3 and then Q4 might bring for businesses, here are the key watchouts and the actions to keep your business nimble on its feet – even if we’re heading into a period where there is a lot…
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