Flexible structures
built for your stage
Four engagement models designed to deliver maximum value at every stage of your business's growth. No two businesses are the same — and neither is any engagement.
Four ways to access CFO-level expertise
Choose the model that best suits your current needs — or combine models as your business evolves.
Anchored Support
Monthly Retainer
An embedded partnership with a genuine commitment to your business and growth. You receive dedicated CFO-level expertise at a predictable monthly cost — ensuring financial leadership is always at hand when decisions need to be made. This is not a check-in service. It is an active, ongoing financial partnership where I become part of your leadership team.
Best suited for
- Businesses requiring consistent ongoing financial management
- OBCs undergoing commercial renegotiations or structural changes
- Owners who want to step back from financial operations
- Businesses preparing for growth, acquisition, or exit
What's included
- Monthly P&L and management accounts
- Ongoing strategic and commercial support
- Budget, forecast, and performance tracking
- Access for ad hoc queries and decision support
Flexible
Hourly Rate
Give your business the flexibility to access expertise precisely when and where it is needed. Scale the support up or down as your business demands — ensuring you receive maximum value at every stage, without committing to ongoing overhead. Ideal for businesses that have specific projects or periodic needs.
Best suited for
- Specific projects or one-off financial analysis
- Businesses with seasonal or variable advisory needs
- Owners who want to trial the engagement before committing
- Supplementary support alongside an existing finance team
Typical projects
- Commission structure review and redesign
- Rate card financial impact modelling
- Specific cost reduction initiatives
- Cash-flow restructuring and vendor term reviews
KPI Achieved %
Performance Kicker
Align the fee with the outcome delivered. Every action I take is focused on driving measurable growth, profitability, or your desired KPI — and the fee structure reflects that shared commitment. This model is typically structured alongside a base retainer, with an additional performance component tied to agreed measurable outcomes.
Best suited for
- Revenue growth initiatives with clear targets
- Cost reduction programmes with defined savings goals
- Profitability improvement mandates
- Businesses that want their advisor fully invested in outcomes
Example KPIs
- Revenue growth above a defined baseline
- Gross margin improvement
- Cost reduction as a percentage of base
- Specific operational efficiency metrics
Transaction Events
Exit or Deal Success Fee
A fee tied to successful acquisition, exits, or capital raises. I am fully invested in securing the best possible outcome — with skin in the game. This model ensures complete alignment between your goals and mine. From preparation through to execution, I work to maximise the value of the transaction event and protect your interests throughout the process.
Best suited for
- Business owners preparing for sale or exit
- Businesses seeking acquisition of another entity
- Capital raise preparation and execution support
- Management buyouts and ownership transitions
Services included
- Financial due diligence and data room preparation
- Valuation support and scenario modelling
- Negotiation support and commercial review
- Post-transaction integration financial support
Not sure which model
is right for you?
Every engagement starts with a discovery conversation. We'll assess your business's current position and recommend the model that delivers the best outcome.