With our ongoing FP&A support, either as an alternative or a supplement to your FP&A function, we help CFOs and PE investors eliminate manual processes, reduce errors, and transform financial data into actionable information.
Clients served
Revenue under management
Years of experience
Private equity-backed companies require precise financial reporting and value creation to satisfy investor expectations. These firms, particularly those in growth or pre-exit stages, rely on robust FP&A processes to track performance, optimise resources, and showcase their potential for delivering exceptional returns to stakeholders.
For businesses with diverse revenue streams, such as subscription or licensing models, FP&A is essential to clarify customer profitability and align forecasts with business cycles. Companies with variable cash flows benefit from FP&A’s ability to provide insights into revenue patterns and ensure financial stability despite fluctuating performance metrics.
During periods of change, such as M&A, restructuring, or business model shifts, aligning financial plans with strategic direction is critical. FP&A helps integrate financial systems post-acquisition, optimise operations, and support transitions like digital transformation, ensuring businesses remain agile and aligned with their evolving objectives.
Our FP&A service provides you with the clarity and accuracy needed to confidently explain your numbers and forecast with precision over the long term.
The first goal is to align financial and operational objectives with the business strategy. This includes setting revenue, profitability, and cash flow targets, along with KPIs tied to strategic priorities and initiatives like market expansion and cost efficiency. Insights from historical data, market trends, and private equity expectations will guide these efforts. Key steps include analysing past performance, collaborating with leadership to define targets and KPIs, and setting goals for growth, margins, and cash flow.
The next objective is to create the data infrastructure and processes needed for FP&A. This includes centralised data sources (ERP, CRM, performance tools), clear FP&A process documentation, and data quality standards for accuracy. Key data comes from ERP, CRM, accounting systems, and external benchmarks. Activities focus on enabling real-time data access, standardising reporting, and training stakeholders on data quality and usage.
We'll then collaborate to create a financial plan to achieve strategic targets. Outputs include an annual budget, rolling forecasts, and scenario planning for best, worst, and base cases. Using historical data, revenue projections, and market trends, we'll work with department heads to prepare flexible forecasts and analyse scenarios to build the right foundations for growth.
Then we'll track performance against the budget and forecast to ensure alignment. Key outputs include monthly and quarterly financial reports, variance analysis, and real-time KPI dashboards. We'll use your internal systems, operational KPI dashboards, and market benchmarks as the data sources to review financial metrics regularly. Specifically, we'll analyse variances to identify performance drivers and deliver actionable insights through reports.
Lastly, we'll analyse variances over the long term to refine assumptions and enhance processes for improved alignment. Outputs include detailed variance analysis on revenue, costs, and KPIs, updated forecasts and budgets, and a continuous improvement plan for FP&A processes. Data sources encompass actual versus forecast performance, departmental insights, and external market factors. We will identify the root causes of any variance and implement corrective actions. In addition, we will continue to gather feedback to enhance your FP&A cycle’s efficiency.
Designed for businesses needing essential FP&A support to improve basic financial reporting and planning.
Monthly financial reporting: Basic management reports including P&L, balance sheet, and cash flow.
Financial model development: Simple financial model suitable for investor reporting requirements.
Budgeting & forecasting: Annual budgeting process, with basic variance analysis on a monthly basis.
Basic KPI tracking: Standard KPI dashboard aligned with the most critical financial metrics.
Ideal for: Companies in the early stages of FP&A setup or with limited FP&A needs.
For businesses with established FP&A practices seeking deeper insights and regular financial guidance.
Enhanced financial reporting: Monthly P&L, balance sheet, and cash flow with deeper analysis on trends, variances, and projections.
Rolling forecasting: Updated monthly or quarterly rolling forecasts for more agile planning.
Custom KPI Dashboards: Customised KPIs tailored to business and investor requirements, with quarterly reviews.
Scenario Analysis: Periodic scenario analysis for strategic decision-making (e.g., cash flow stress tests).
Short-term cashflow model: Weekly short-term cashflow planning model.
Quarterly business reviews: Comprehensive reviews with management to discuss performance, outlook, and adjustments.
(Also includes everything in Essentials)
Ideal for: Mid-sized companies ready to leverage FP&A for more strategic planning and investor communication.
An in-depth, hands-on solution ideal for businesses that want a proactive partner for strategy and growth.
Executive-level reporting: Detailed monthly and quarterly reporting, with custom reports for Board and investor sponsors.
Real-time financial dashboards: Interactive, real-time dashboards for visibility into live financial data.
Monthly rolling forecast & budget management: Continuous forecasting and budget updates for highly dynamic planning.
Advanced scenario & sensitivity analysis: In-depth analysis for major strategic decisions like M&A, new market entry, or major capital expenditure.
Dedicated FP&A manager: A named point of contact for tailored advice and monthly strategic planning sessions.
On-demand support: Priority access to email, phone, and video support for on-the-fly guidance.
Board presentation support: Preparation and attendance at key Board meetings, if required, to explain financial outlook and performance.
(Also includes everything in Core)
Ideal for: Businesses looking for full FP&A support and strategic partnership to drive growth and manage complex financial needs.
Some of the key benefits our clients gain by working with us:
Our FP&A services provide a clear ROI by improving financial visibility, enabling better decision-making, and preventing cash flow issues. For CFOs, this means aligning financial strategies with business goals, while private equity firms benefit from confidence in reporting and forecasting, better exit preparation, and enhanced financial performance tracking.
We implement automated tools and real-time reporting systems that centralise data from multiple sources, ensuring accuracy, reducing manual errors, and giving you that one source of the truth. Our approach delivers consistent, timely insights, allowing CFOs to make confident decisions and PE firms to track performance and mitigate risks across their portfolios.
We establish robust forecasting and budgeting models tailored to your business, ensuring financial visibility and control. This proactive approach helps CFOs and PE firms avoid surprises by detecting potential shortfalls early and aligning financial performance with strategic goals, reducing reactive firefighting.
We take the time to deeply understand your company’s or portfolio business’s specific challenges. Whether it’s working capital management, financial reporting, or preparing for M&A. Our tailored solutions address these pain points and align with your industry, size, and strategic objectives.
