Julie Merry In 60 Seconds

‘Good decisions can be made when the finance information shows up every iota of a business and how it works. Whether it’s for growth, fundraising or exit I work swiftly to determine accurate financials so that you have the ability to make crucial decisions based on facts in order to move towards your business goals. With the lines of financial information flowing, strategies for the business can be formed and milestones set. This is progressive finance at its functional best.’

Specialist Skills

Business Planning

Producing simple but effective forecasts, plans and budgets

Exit Planning

Preparing companies for a smooth and successful future exit

Leadership

Inspiring owner/managers to live their dream

Corporate Finance

Completing due diligence requirements for exits and fundraising

Strategic Thinker

Always thinking about the bigger picture and the wider implications of decisions

Track Record Highlights

  • Focused on the Technology and FinTech sectors for the last 15 years.
  • Provided financial information for due diligence for companies in fund raising and successful exits.
  • Worked in the M&A/Corporate Finance departments of PwC, and so has seen due diligence from both sides of the fence.
  • Specialised in small companies, rolled up sleeves and wore all the hats : HR, legal, compliance, ESG.
  • Ran many overseas subsidiaries/branches from a London base, including payroll, local sales taxes, corporate taxes, bookkeeping and compliance.

Sector Experience

  • technology-media-telecoms Fintech
  • healthcare
  • services

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...

Discovery Call
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countryCode: US