Due Diligence
Financial and operational investigation before you buy, invest, lend or sign.
Explore serviceVirtual CFO New service
Many growing businesses need CFO-level thinking well before the balance sheet can carry a full-time CFO. A Virtual CFO engagement gives you a qualified finance executive in the business every month: reviewing the numbers, sitting in on the decisions, and holding the reporting to a standard the board and the bank both accept.
Virtual CFO
What the service covers
Scope of work.
- Monthly management reporting with commentary and variance analysis
- Budgeting, forecasting and rolling cash flow management
- Pricing, margin and cost structure review
- Banking relationships, covenant monitoring and facility negotiations
- Internal controls, delegation of authority and approval frameworks
- Board and shareholder reporting packs
- Supervision and development of your internal bookkeeper or finance staff
What you receive
- Monthly management pack with a written CFO commentary
- Rolling 12-month cash flow forecast, updated each month
- Annual budget and quarterly reforecast
- Standing monthly review meeting with the owner or board
Who this is for
Businesses turning over roughly N$3 million and upward, funded ventures with reporting obligations, and owners who are making finance decisions alone and would rather not.
Method
How we run it.
Every engagement is scoped and priced in writing before work begins, prepared by a qualified professional and reviewed by a second before anything is released.
Start a conversationDiagnostic
A first-month review of the numbers, the controls and the reporting you receive today.
Reporting discipline
We fix the monthly pack so it tells you something useful, on a fixed date.
Forward view
Budget and rolling forecast are put in place and maintained.
Standing seat
A monthly meeting where the decisions in front of you get financial input before they are made.
Related
Often engaged alongside this.
Business Valuation
Independent, defensible valuations for sale, exit, dispute, funding or shareholding changes.
Explore serviceTransaction & Deals Advisory
Guidance from first conversation to completion — structuring, negotiation support and closing.
Explore service
Next step
Let's look at your numbers together.
A first conversation costs nothing and usually clarifies more than a proposal does. Tell us what you are dealing with and we will tell you honestly whether we are the right people for it.