Poor financial planning / strategy? Structures?
• No forecasting or budgeting processes?
• Require access to funding? Seeking investors?
• Business about to restructure? Acquisitions?
• Changes in the industry / economy / shareholding?
• New risk issues affecting the business?
• Strategy execution / implementation problems?
• FD recently resigned?
• Poor succession or Exit Planning?
• Cash-flow problems?
• Poor profit margins?
• Quality of financial information & reporting?
• Ineffective accounting / ERP system?
• Quality and capability of Finance Team or external Accounting Firm?
• Control weaknesses / process inefficiencies?
• MD wasting time on administration?
• Recent resignation of key finance staff?
• CEO needs to free up time?
• Audit Report issues? Auditor Liaison
• Legal issues
• IT system / infrastructure issues?
• Human Resources competency?
• Banks wanting information? Relationship?
• Compliance / Tax issues? Tax optimisation?
• Ad Hoc challenges?
• Specialist services required?
• CEO needs to free up time?
• Audit Report issues? Auditor Liaison
• Legal issues
• IT system / infrastructure issues?
• Human Resources competency?
• Banks wanting information? Relationship?
• Compliance / Tax issues? Tax optimisation?
• Ad Hoc challenges?
• Specialist services required?
• Poor financial planning / strategy? Structures?
• No forecasting or budgeting processes?
• Require access to funding? Seeking investors?
• Business about to restructure? Acquisitions?
• Changes in the industry / economy / shareholding?
• New risk issues affecting the business?
• Strategy execution / implementation problems?
• FD recently resigned?
• Poor succession or Exit Planning?
• Cash-flow problems?
• Poor profit margins?
• Quality of financial information & reporting?
• Ineffective accounting / ERP system?
• Quality and capability of Finance Team or external Accounting Firm?
• Control weaknesses / process inefficiencies?
• MD wasting time on administration?
• Recent resignation of key finance staff?