A senior partner in your corner.
Forecasting, fundraising, strategic tax planning and exit readiness — delivered by senior partners on retainer. The strategic weight of a CFO without the fixed cost of one.
§ 01 — Scope
What's included.
Fixed monthly fees. Partner sign-off on every deliverable. No hourly meters.
- 01
Forecasting & modelling
Three-statement models, scenario planning and 13-week cash forecasts — updated monthly.
- 02
Fundraising support
Data rooms, investor decks (numbers), diligence responses and cap-table modelling for SEIS/EIS, seed and Series A.
- 03
Strategic tax planning
Group structuring, holding companies, share reorganisations, EOTs and international expansion.
- 04
Exit readiness
Grooming for sale — normalised earnings, working-capital targets, tax-efficient structuring and vendor diligence.
- 05
Board & investor relations
Quarterly board attendance, investor updates and covenant reporting to lenders.
- 06
Fractional CFO
A partner-level accountant embedded in your business one to four days per month.
§ 02 — Process
How the engagement runs.
- IStep 1
Diagnostic
Two-week diagnostic covering finances, structure, tax exposure and the specific questions you need answered.
- IIStep 2
Roadmap
A written 12-month roadmap: what to build, what to fix, what to file — with an owner and a date against each.
- IIIStep 3
Retainer
Monthly cadence: forecast update, board pack, one strategic project and unlimited email/Slack access.
- IVStep 4
Review
Quarterly reset with founders or the board. Priorities re-scoped as the business evolves.
§ 03 — FAQ
Questions we get about advisory & cfo.
Who actually does the advisory work?＋
One of the firm's partners, always. Advisory is not delegated to juniors — that is the entire point of the retainer.
Is this a fractional CFO service?＋
Yes, and more. We combine fractional CFO time with the compliance backbone of the wider firm, so nothing falls between the cracks.
How much does it cost?＋
Retainers start at £2,500/month for early-stage; typical range is £3.5–8k. Quoted after a diagnostic — never before.
Can you help with a fundraise or exit?＋
Yes. We regularly support seed–Series B raises and £2–40m exits, working alongside corporate finance and legal advisors.
§ 04 — Related
Often paired with advisory & cfo.
§ 05 — Next step
Bring a partner —
into the room.
A confidential 45-minute call with a senior partner. We'll listen first, then propose a diagnostic if there's a fit.