View Case Study: Review of Investment

Case Study: Review of Investment

Background Two Clients have individual investments in a UK-based specialist Recruitment Company providing supply teachers to schools. The company is under-funded.   Issues Low profitability. Under funded working capital, no bank facilities. Each office supplying teachers operates in a very local area and takes about 2 years to become profitable. Lack of focus & direction as the key…

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View Case Study: The King of Shaves

Case Study: The King of Shaves

THE KING OF SHAVES:  The King of Shaves manufactures and distributes shaving blades and preparations through a variety of channels, including the UK’s biggest grocery outlets and via worldwide export. EFM’s Jonathan Lee acts as their CFO and  currently works around 8 days per month. BACKGROUND: An over-ambitious product development strategy had resulted in poor…

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View Case Study: Banking and Cash Management

Case Study: Banking and Cash Management

SECTOR: Banking and Cash Management CONCERN: Small team with need to stay focused on business goals and commercial activities, yet had a gap in its finance function. BACKGROUND: Client provides banking and cash management consultancy and software services to well known names including Exxon Mobil, Marks and Spencer, McDonald’s, Tesco and Travelex amongst many other…

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View Case Study: E-commerce Start-Up  (Venture Capital)

Case Study: E-commerce Start-Up (Venture Capital)

BACKGROUND In late March 2016 EFM were approached by a UK based venture capital group. The VC had made a six figure start up investment in an E-Commerce business in 2015 with an agreed first stage financing level and timescale to launch online trading. THE CHALLENGE By March 2016 it had become clear that progress…

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View Growth kick start for Berkshire based fibre optics firm

Growth kick start for Berkshire based fibre optics firm

Background: Many businesses reach a stage in their growth, where, due to scarce resources, growth is restricted. Often that resource is cash, but interestingly in this case it wasn’t, it was the MD’s time. The MD was inextricably involved in the majority of transactions, had no time to work on growing the company and preparing…

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View Case Study: Cash-flow forecasting and Management Accounts processes for an SME

Case Study: Cash-flow forecasting and Management Accounts processes for an SME

Background A £1.6M turnover business offering IT support to schools with no day to day management reporting and the only measure of profitability being the statutory accounts. The business was a spin out of a local authority department seven years previously and the management had little business expertise. Challenge To develop a process to allow…

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View Case Study: Venture Capital

Case Study: Venture Capital

SECTOR: Venture Capital CONCERN: A potential investor needed to validate claims made by client (target) company. BACKGROUND: A venture capital investor contacted EFM to provide a financial management diagnostic review ahead of a potential investment in a major social service company that provides professional services to a range of corporate and public sector clients across the…

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View Case Study: Creative accounting

Case Study: Creative accounting

Sector Advertising agency – This client is an up market UK-based creative agency that provides key support to some of the most ambitious businesses in the country. Concern The business was suffering a cash flow crisis due to late payment by its largest client, inefficient accounting processes to match the nature of the business and…

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View Case Study: Royal Trinity Hospice

Case Study: Royal Trinity Hospice

BACKGROUND: The United Kingdoms’s oldest recorded Hospice (£12m T/o) was approaching its financial year-end when its head of finance went on extended sick leave. Faced with no experience in house, in addition needing to transition from UK GAAP to FRS 102, charity decided to appoint an interim. REMIT: The accounts for both the Hospice and associated…

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