View Case Study: Interim FD at a Charity operating a Residential Care business

Case Study: Interim FD at a Charity operating a Residential Care business

Background: The existing FD was unable to perform her duties on a full-time basis, therefore, the Managing Director of the business wanted someone to help with the annual accounts and general running of the finance department until the future became more certain. However, after meeting with the MD it became apparent that he wanted a…

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View Case Study: Influencing Change

Case Study: Influencing Change

Background The company owned a  manufacturing facility with energy representing a significant part of the running costs, over which historically there had been little control. Natural gas became available at the site, giving the opportunity for a lower cost energy source, however, there was resistance from management due to existing practices and safety concerns. Challenge…

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View Case Study: Growing Company

Case Study: Growing Company

Background The company was expanding but suffering from a lack of working capital to support growth. A venture capital house was willing to invest but required a clear business plan supported by financial projections. Systems used were inadequate to prepare financial information and unsuitable for the business which needed a contract based system capable of…

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View Case Study: Strategic tool for sustainable growth

Case Study: Strategic tool for sustainable growth

Sector: SME Consultancy and research. Background: As a start-up company there were often unanticipated opportunities presenting themselves and the directors were unsure which, if any of these should be pursued. Challenge: The client needed to ensure that limited resources were being efficiently and effectively utilised in a manner that would result in sustainable growth in…

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View Case Study:Establishing Overseas Operations

Case Study:Establishing Overseas Operations

Sector: Oil Exploration Background: Following a period of investment appraisal, an experienced oil exploration company bought into oil exploration licences in an African country where they had not worked before as operator. The national Ministry of Energy were the key government partner and sponsor. Contracts signed specified a mandatory work program with time limits for…

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View Case Study: Cinema System Implementation

Case Study: Cinema System Implementation

Sector: Leisure Background:  The business comprised a chain of 12 family-owned cinemas. The business prided itself on excellent customer service and was reluctant to take the “human factor” away from the way it operated. The IT systems were not integrated with the head office thus meaning that each cinemas trading results had to be telephoned…

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View Case Study: Inconsistent Financial Results

Case Study: Inconsistent Financial Results

Sector: Oil and Gas Background: An Oil & Gas service company had experienced rapid growth over a short period however the support/back-office functions were not able to keep up and soon became unfit for purpose. The company results would swing wildly from one reporting month to the next and the management team did not understand…

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View Case Study: Venture Capital & Technology

Case Study: Venture Capital & Technology

SECTOR: Venture Capital & Technology BACKGROUND: A VC investor required an independent rebuild & validation of an investee technology company’s business model prior to 2nd round funding and the sourcing of further strategic investment. CHALLENGE: The investor & investee company CEO needed to validate the assumptions and completeness & accuracy of the company’s forecasts in…

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View Case Study: Business Re-organisation

Case Study: Business Re-organisation

Background Two large client service teams were to be merged following creation of larger department serving corporate and business banking customers. Challenge The two client service teams, although serving the same customer base, supported different products.  Further, they had different operating models, organisational structures, job descriptions and performance appraisal methodologies. Solutions Mike undertook a review…

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