We’ll help you manage your relationships with banks

Let Us Manage The Relationships
With Your Bank

"The time to make friends with your bank manager is when you don't need them, not when you do!"

Our superstar FDs & CFOs can work part-time – remotely or at your premises – to help you increase cash, profit, and valuation, freeing you from the burden of day-to-day operations.

Banking relationships make up just one of the 12 key building blocks of a world-class finance function.

We’ll help you manage your relationships with banks so you can benefit from the best facilities. Here are six pointers for starters:
  1. Developing the relationship

    We’ll build relationships with the key people at the bank – we may already have strong connections with them.
  2. Sharing your business plan

    We’ll share a credible, up-to-date business plan so the bank can see the bigger picture and support you to realise your goals.
  3. Sharing financial information

    We’ll help build a strong relationship with the bank based on mutual trust by regularly sharing relevant financial information about your business.
  4. Offering you independent advice

    We’ll evaluate different banking products and facilities, acting as your sounding board and offering independent advice.
  5. Negotiating terms

    We’ll use our fluency with banking terminology to negotiate the best terms on your behalf.
  6. Introducing new banks

    If your current bank isn’t the best option to support your future growth plans, we’ll tell you. We’ll introduce you to other banks that we feel will better serve your specific needs.

It’s not just about the banking relationship…

To scale fast, increase valuation and remove yourself from day-to-day operations, you need to consider each of the 12 building blocks of a world-class finance function. These include:

What next?

Let us take ownership of your finance function so you can spend your time doing what you really want to do...

Tell us what you really want for your business and life and let's discuss the plan to actually make it happen.

  • Contact

    STEP 1
    Tell us what you want to do and the numbers that really matter to you.

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  • STEP 2
    The most convenient way an expert CFO near you can connect to answer your question(s).

    No salespeople will call. No pressure. No obligation. 100% Professional & Confidential.

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