Services

I work with a small number of clients, using my experience in listed company analysis and work with small businesses 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)