How can I help you

01

Pre-Transaction Readiness


Getting businesses ready for sale or investment

  • Pre-exit financial preparation

  • Pre sell-side QoE support (“vendor assist lite”)

  • Earnings normalization and bridge analysis

  • Net working capital target setting

  • Identifying and resolving diligence risk areas early



02

Transaction & Diligence Support

Numbers that hold up under investor, lender, and advisor scrutiny

  • Quality of Earnings and NWC analysis

  • Revenue, margin, and cash flow analysis

  • Buy-side or sell-side diligence support

  • Data room / diligence preparation support

  • Translating financial findings into clear commercial insights


03

Modelling and forecasting

Turning numbers into forward-looking insight

  • Three-statement and cash flow models

  • Liquidity and covenant forecasting

  • Scenario and sensitivity analysis

  • Linking historical performance to forecasts

  • Model review, stress testing, and cleanup




Turning numbers into forward-looking insight

  • Three-statement and cash flow models

  • Liquidity and covenant forecasting

  • Scenario and sensitivity analysis

  • Linking historical performance to forecasts

  • Model review, stress testing, and cleanup

04

04

Post-Acquisition Finance Stabilization

Helping PE-backed businesses get control quickly

  • Rapid assessment of finance function and reporting gaps

  • Month-end close acceleration and cleanup

  • Establishing reliable management reporting

  • Cash visibility and short-term forecasting

  • Supporting management through transition


Helping PE-backed businesses get control quickly

  • Rapid assessment of finance function and reporting gaps

  • Month-end close acceleration and cleanup

  • Establishing reliable management reporting

  • Cash visibility and short-term forecasting

  • Supporting management through transition



03

05

Financial Reporting & Decision Support

Turning numbers into forward-looking insight

  • Three-statement and cash flow models

  • Liquidity and covenant forecasting

  • Scenario and sensitivity analysis

  • Linking historical performance to forecasts

  • Model review, stress testing, and cleanup


06

Flexible senior resource

Plug-in financial resource or modelling support when your team needs extra bandwidth

  • Interim controller / FP&A / transaction support

  • Short-term bandwidth extension for deals or reporting cycles





Plug-in financial resource or modelling support when your team needs extra bandwidth

  • Interim controller / FP&A / transaction support

  • Short-term bandwidth extension for deals or reporting cycles





Plug-in financial resource or modelling support when your team needs extra bandwidth

  • Interim controller / FP&A / transaction support

  • Short-term bandwidth extension for deals or reporting cycles


Why choose me

Hands-on and fast

No onboarding curve. I build the models, decks, and reports myself—finished work product from week one

Flexible engagement model

Scale up or down with timing or capacity. No long-term retainers required.

Investor-ready lens

I know what buyers, lenders, and investors look for. Materials built to withstand scrutiny and answer questions before they're asked.

Experienced support

Senior expertise, direct access, no layered teams. You work directly with me throughout

Independent perspective

No conflicts of interest or sell-side mandates. Advice focused solely on your interests