Want to ensure long term financial stability?
A new financial model gives you a solid foundation, but ongoing maintenance is essential to keep it aligned with your changing business environment.
Daily tasks like updating assumptions, generating reports, adapting to compliance needs, and ensuring accuracy can stretch your finance team thin. Our support retainer meets these ongoing demands to keep your model reliable, transaction-ready, and fully aligned with your expansion plans.
Keep your strategic plan on track
Our ongoing support retainer ensures you continue to receive the insights you need for confident, data-driven decisions.
We provide monthly updates to keep you aligned with your growth plans and stay on track for long-term success.
- Gain peace of mind
We keep your model updated each month, ensuring it reflects your latest financial data and business changes so you’re always equipped to make accurate, timely decisions. - Strategic guidance and reporting
Receive clear, actionable insights from monthly financial reports and direct support during board meetings, giving you peace of mind in meeting KPIs and growth targets. - Your partner in sustainable success
With our ongoing expertise, you’re never alone in managing your financial model. We’re here to support your journey, helping you navigate every challenge and opportunity with precision.
How it works...
Once we’ve built your financial model, we work with the business leaders to ensure the new financial forecast is continuously aligned with strategic objectives.
We’ll define the key reporting metrics and ensure the reports are driven by the new model, removing the risk of conflicting data in the business.
We will review, provide commentary and engage in leadership meetings to highlight the findings, and give constructive direct feedback on performance.
Fractional support is available over the long term but the scope of work is as flexible as you need it to be. Whether it’s monthly or quarterly support, we’re on call to advise on any financial issues you may face.
Get c-suite level support over the long term
This ongoing fractional support includes attendance at monthly board meetings, a review of financials, and a follow up note to summarise the review and recommend next steps.
Prices for this type of retainer are typically in the region of £2,500 per month.
The monthly fee can vary depending on business size, time requirements, and office location if we’re expected to attend board meetings in person.
Our tried & tested process has led to...
How we helped a complex legal group secure £11m+ in debt funding
Problem:
This legal group comprised international businesses across the UK and Australia, including regulated legal entities and unregulated supporting entities. With a diverse group structure and high-volume, multicurrency intercompany transactions, this organisation required a comprehensive model that could support their funding efforts and handle intricate disbursement funding calculations, detailed revenue breakdowns across multiple streams, and adaptable assumptions for real-time updates. Additionally, they needed the ability to seamlessly incorporate the latest data and adapt to changing business conditions.
Results:
We worked with this organisation on a monthly basis to develop a robust, custom-built financial model that met their requirements. By streamlining complex calculations, providing precise scenario reporting, and enabling actionable marketing intelligence, it resulted in the group securing £11M+ in debt funding. The new model became an invaluable tool for strategic decision-making by forecasting average fees per case as well as having flexible scenario adjustments based on external factors (such as rising costs). Beyond numbers, our model gave stakeholders much needed context from the data – helping them to clearly understand and communicate the financial insights driving their growth.
Ready for a financial model that’s fit for your growth plans?
Book a 15-min consultation
Get tailored advice on how to fix your model and mitigate risk.
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We’d love to hear from you and learn more about you and your business.
