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Marshall Keen CFO Package - Advance

Advance

For Mid Stage companies requiring more rigorous reporting and management and a strengthening of the board

As part of the Advance package, the focus is on introducing and consolidating best practice to ensure continued growth. The focus is now on consolidated growth, with strong supporting systems, controls and reporting.

Enhancement and strengthening of the board and the management team will be addressed and there will need to be a recognition that it may require changes at a senior level.

The company continues to be dynamic and fast moving although changes to the core operations and product set are less frequent. This stage allows for the cessation of certain parts of the business if they are not performing, ensuring focus on the highest return activities.

Cashflow remains essential, and the marketing and sales are subject to efficiency reviews through measurement and analysis.

The culture of the company will be established and additional controls, policies and systems will be introduced and existing ones strengthened. Measurement and performance against the business plan will be possible and key performance indicators will be established for better management.

Shareholder/investor relationships continue to be important and additional financing or acquisitions can be considered. Credibility has been established and will require support to ensure large customers and suppliers are maintained.

Commercial strategies will be revisited to ensure they are applicable and to highlight where there may be market or competitive risks and scale issues for growth.

Exit opportunities and business continuity planning will become a key focus for strategic development.

Effective control systems will require reinforcement and rationalisation to continue to support the growth and ensure that it doesn't impact the smooth operations of the organisation.

Areas of Focus


  • Statutory and Legal Issues
  • Commercial Reviews and Structure
  • Development of Financial Strategy
  • Business Planning and Modelling
  • Development of Acquisition Strategies
  • Development of Exit Strategies
  • Implementation of Cashflow Strategies
  • Additional Finance Raising
  • Purchasing and cost reviews
  • Sales Analysis
  • Customer value, acquisition cost and retention strategies
  • Human Resources Review
  • Operations Review
  • Development of Disaster Recovery and Business Continuity Plans
  • Shareholder/Investor Liaison
  • Bank and Lender Liaison
  • IPO Planning
  • IPR Review and Strategies
  • Marketing Review and Analysis
  • Insurance Review
  • Systems Review and Planning
  • Reporting Mechanisms
  • Review of Management and Board Effectiveness

All areas of review will follow the standard structure of :-


  1. Evaluate and Analyse
  2. Plan and Strategise
  3. Implement
  4. Systemise

The Program will be flexed as appropriate depending on the size of the organisation, the priorities and the service level selected.

Now choose the Service Level you want

This option can be taken under the following service levels:-

  • Structure - Minimum 2 Days per month plus additional time as requested
  • Vision - Minimum 3 Days per month plus additional time as requested
  • Laser - Minimum 10 Day project plus additional time as requested


Contact Us Now

If you decide you want to move forward with this option then contact us on the numbers below and we'll arrange an initial consultation.

Tel: 01256 698031

Fax: 01256 698230

Alternatively, send an email to admin@marshallkeen.com



Launch

Startup companies with initial funding and a desire for fast growth

more info

Grow

Early stage companies seeking to to create a more coherent structure and commercial business offering for growth

more info

Accelerate

Early to Mid-Stage companies planning for accelerated growth and expansion

more info

Advance

Mid Stage companies requiring more rigorous reporting and management and a strengthening of the board

more info

Acquire

Companies wanting to make acquisitions for growth

more info

Exit

Business Owners planning a controlled Exit from their business

more info

We can also prepare a bespoke program suitable for your company or you can select one of our prepared packages.

Contact Us Now

If you want to discuss what you need and create the best solution for your company then you can contact us on the numbers below.

Tel: 01256 698031

Fax: 01256 698230

Alternatively, send an email to admin@marshallkeen.com

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