Your business cycle
- 1. Dial a CFO can add value … on time, on budget, every time Growth Maturity Decline or Exit Start-up No matter what stage your business is at … Click on the stage your business is currently at to see how Dial a CFO can assist
- 2. PEOPLE RESOURCE: •Finance team coaching and support STRATEGY & PLANNING: •Strategic plan refresh •On-going development of annual plans and KPIs •Forward looking financials - BAU and Projects COMMERCIAL: •Assessments of new products, services, markets •Tender process management CONTROL & BUSINESS INFORMATION: •Internal control review •Review and development of key policies •Financial reporting for external stakeholders •Timely key performance indicators ADVISORY: •Ensure financial reserves available to support growth •Extension of modules - ERP options Growth Back to main menu Benefits we offer if your business is in a growth phase …
- 3. PEOPLE RESOURCE: •Finance team performance evaluation •Succession planning •Business improvement projects STRATEGY & PLANNING: •Strategic plan refresh •On-going development of annual plans and KPIs •Forward looking financials - BAU and Projects COMMERCIAL: •Initiatives to protect market positioning •Corporate Services Efficiency review •Evaluation of customer and purchasing supply chains CONTROL & BUSINESS INFORMATION: •Facilitate tender process for external audit and tax •Annual Report for all stakeholders •International Financial Reporting Standards •Review of Delegated and Financial Authority framework ADVISORY: •Re-assessment of premises requirements •Re-negotiate banking arrangements •Preparation for IPO or alternate funding platform •Evaluation of alternate ERP platforms for mature business •Provide Non Executive Directors Maturity Back to main menu Benefits we offer if your business is at maturity…
- 4. PEOPLE RESOURCE: •Dial resource to compliment headcount attrition and transfer of skills •Succession execution •Business transition projects COMMERCIAL: •Assist Business owner in sale transaction •Unwind financial infrastructure •Assess alternate investment options with proceeds CONTROL & BUSINESS INFORMATION: •Analysis of Policy differences with new owners •Migration plan for Delegated and Financial Authority ADVISORY: •Migration plan of facilities, premises to new owners •Migration plan of banking arrangements •Debt repayment and Equity Optimisation •Migration plan of business systems •Governance transition Decline or Exit Back to main menu Benefits we offer if your business is in decline or an exit phase …
- 5. PEOPLE RESOURCE: •Establish finance support team structure and recruitment STRATEGY & PLANNING: •Facilitate development of Strategic plan •Development framework for budgeting and reporting •SWOT analysis (Market positioning) COMMERCIAL: •Capital project analysis •Development of terms & conditions of trade •Due Diligence CONTROL & BUSINESS INFORMATION: •Establish Internal control framework •Development of key policies •Management reporting framework for internal stakeholders •Development of Finance risk management framework •Establish Delegated and Financial Authority ADVISORY: •Requirements definition around premises to meet medium term requirements •Initial Equity and Debt Financing •Company secretarial duties •Selection of business systems •Establish Advisory Boards Start-up Back to main menu Benefits we offer if your business is in start-up phase …