David Ward In 60 Seconds

Versatile, personable and positive, I have worked in many entrepreneurial businesses in varied industries. With The CFO Centre since 2017, I help owner managers to define and implement plans to realise their personal ambitions, fostering teamwork, creating planning opportunities and making best use of technology. I work with inspiring business leaders around the region from Guildford to Kingston upon Thames.

Specialist Skills

Exit Planning

Advised stakeholders in preparation for and through 7 sale processes.

Strategic Thinker

For example, earn out plan maximised advantage - profit target beaten by £950k.

Profit Improvement

Changing systems and processes, making significant savings.

Management Information

Delivering systems to give clarity and single view to board.

Budgeting & Forecasting

Informing decisions - in one case pre-emptive action added £650k to profit.

Track Record Highlights

  • As part of the management team achieved £25m exit from £11m MBO. We achieved a 70% return for private equity backer in under 2 years and grew profit per employee to 10 times industry average.
  • Led share restructuring and devised EMI scheme to create £1.6m tax saving opportunity for company and shareholders.
  • Engaged with HMRC to agree R&D claim methodology. Have since submitted claims valued at over £7m (the largest single claim was £2.1m), worth £1.4m in cash/post tax reserves, all agreed without query.
  • Optimised exit value - change in capitalisation policy enhanced headline valuation by £7m at due diligence. Change in revenue recognition policy led to Queens Award for Exports.
  • Boosted annualised revenue from £8.7m to £18.8m, profit from £0.8m to £3.9m, in manufacturing company, working with CEO to revitalise business and its operations.
  • Managed key group relationships with advisers, investors and lenders in highly leveraged, £100m turnover, 3i backed business.
  • Designed ERP structure and reporting, to create real time visibility of production output and profitability - adopted as implementation model for other subsidiaries in listed FMCG group.

Sector Experience

  • Technology, Media & Telecoms: Software, Exhibitions.
  • Manufacturing, Transport & Logistics: FMCG, Distribution.
  • Services
  • Construction
  • Hospitality & Tourism
  • Government & Defence

What's next?

To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...

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