"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.
Developing the relationshipWe’ll build relationships with the key people at the bank – we may already have strong connections with them.
Sharing your business planWe’ll share a credible, up-to-date business plan so the bank can see the bigger picture and support you to realise your goals.
Sharing financial informationWe’ll help build a strong relationship with the bank based on mutual trust by regularly sharing relevant financial information about your business.
Offering you independent adviceWe’ll evaluate different banking products and facilities, acting as your sounding board and offering independent advice.
Negotiating termsWe’ll use our fluency with banking terminology to negotiate the best terms on your behalf.
Introducing new banksIf 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:
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.
Book your free Discovery call. Talk to a CFO and discover how to get what you really want from your business - and for you as an individual.