• 1 year, 3 year, 5 year, 10 year business plans including all key components such as market research, competitors, sales and marketing, operations, financials and human resources.

  • Complex financial modelling, including full use of advanced excel techniques to create flexible models with P&L, Balance Sheet and Cashflow, capable of quick assumption adjustment for scenario planning purposes, ROI and IRR.

  • Modelling of projected revenue & expenses. Identification of how much funding is needed to achieve goals.

  • Scenario planning to show breakeven, and payback and how they might affect the overall top & bottom line.

  • Pricing modelling for products and services incl. good, services and subscription models

  • Top-down and bottom-up budgeting exercises

  • Collation and analysis of financial and commercial information about a potential acquisition target in order to assist in the decision on whether to conduct a transaction.

My Services

Below is a summary of support I can provide:

  • Support in the preparation of debt and equity fundraising decks, including teasers through to detailed Investment Memorandums in Powerpoint or Word, as needed.

  • Consultation and incorporation support for an entrepreneurial business idea to understand what it may need to get started.

  • Advice on regulatory and statutory obligations in country and risk reduction exercises.

  • Design of monthly reporting packs and KPI analysis and analytical review.

  • Sometimes we can get lost in detail. A 1-page snapshots which encapsulate all the key metrics identified in the business can help leaders see the wood from the trees.

  • Tax efficiency planning including transfer pricing, holding company advice, corporate and sales tax.

  • Personal budgeting, financial advice, tax planning, investment advice, mortgage applications, credit ratings.