Services
I work with a small number of clients, using my experience in listed company analysis and small business to bring new ideas, skills and experiences into their businesses.
To be more specific, here is a brief list of issues I have advised or worked on with my clients:
Finance and forecasting
- Built spreadsheet based models of client businesses, helping them understand the key drivers within the business and prepare monthly forecasts for a year or more into the future
- Used these forecasts to build discounted cash flow valuations of the business
Business Strategy and Analysis
- Used the cash flow models to identify areas that required addressing and helpedg prioritise work in those areas based on its value to the business
- Developed a new mission statement upon which a full business strategy could be constructed
- Prepared business plans to help focus the businesses and provide direction going foward
HR
- Advised a major company restructure including the purchase of equity by selected staff
- Developed incentive schemes for employees
- Advised on issues around company culture and coached a manager to help improve their leadership skills
- Conducted candidates interviews to assist a client in recruiting additional senior staff into their business
Marketing
- Helped clients identify profitable market niches and create a plan to focus the business on becoming a leader in that niche
M&A
- Advised a client and then mediated discussions between parties priot to a potential merger
Technology
- Advised on web strategy
- Advised on and assisted in the integration of web based tools (SaaS) into the business
Investment Advice
- Provided general business advice and assisted a client in the early stages of developing a new investment strategy (Note: due to regulatory restrictions and the fact that I am not an FSRA licensed financial adviser I am unable to provide specific product advice)
