Tailored Services for Your Unique Business
Our team of fractional CFO’s can assist with specific areas of your business:
- Reorganisation of group structure
- Mergers and acquisitions
- Due diligence
- Business valuation
- Turnaround strategy and management
Reorganisation of group structure
We assess current structures and advise on tax efficient methods to simplify and optimise the group structure, ensuring it aligns with the strategy and growth targets of the business. The Income Tax Act provides for tax neutral ways to restructure group structures. Our team of fractional CFO’s acts as project managers, ensuring full compliance with all necessary requirements throughout the restructuring process.
Mergers and acquisitions
Acquiring or merging with another business can be a complex and challenging process. Careful financial planning is required for a successful merger. We provide businesses with expert guidance and support in the following key areas during a merger or acquisition:
Financial due diligence
A thorough evaluation of the financial health of the target company is essential. We perform a detailed due diligence to identify any possible unreported financial liabilities, overstated assets and to ensure revenue forecasts are feasible.
Valuation
The acquisition price of the target company should be fair and market related. We assist with business valuations and make recommendations of any possible synergies or risks that may result from the prospective merger or acquisition that could impact the final price.
Tax planning
Structuring the transaction in a tax efficient manner is crucial for a successful merger or acquisition. We collaborate with tax professionals to ensure the transaction is structured to maximise tax efficiencies.
Secure funding
Acquiring another business often requires significant capital. We engage with financial institutions to secure funding and negotiate favourable terms for the business.
Financial integration
We provide assistance to the finance team in integrating the financial systems and processes of the merged or acquired business.
Due diligence
A thorough analysis of the financial health of a company is needed when planning a merger or acquisition, entering into a joint venture or partnership, considering private equity investments or selling a business. We conduct a detailed due diligence to identify off-balance sheet liabilities, overstated assets, and potential risks that could affect the business, while also evaluating the feasibility of revenue forecasts.
Business valuations
When companies restructure their group structures or engage in a merger or acquisition, it is essential that the price is fair and reasonable. Additionally, when the reorganisation or acquisition is structured within the corporate restructuring provisions of Income Tax Act, the price must reflect market value.
We perform business valuations and engage with industry experts to determine the market valuation of the business.
Turnaround strategy and management
Our team of fractional CFO’s, in partnership with Tango Leadership Consulting, is equipped to help businesses in developing and executing a turnaround strategy that addresses financial distress and prolonged challenges, ultimately guiding the business back to profitability and resilience.
We focus on the overall strategy of the business and work closely with management to implement the necessary changes effectively.
If your company has been experiencing significant losses in recent years or are dealing with leadership issues that are limiting its full potential, contact us to help get your business back on track.
You’ve built a business to be proud of, and now it’s time to take it further. Whether you’re managing a merger or acquisition, securing funding, or need a trusted advisor to brainstorm with, our fractional CFO’s bring over 20 years of experience helping entrepreneurs and business owners stay at the top of their game. We’re available on-demand, ready to assist whenever you need — whether it’s for a quick question, addressing a concern, or offering reassurance that your next move is on track.
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By procuring the services of a Virtual CFO, whether on a part-time basis or only for specific projects, your company gains vital financial expertise without incurring the costs of an full-time CFO and a full-time finance department.
We understand that every business has different needs and challenges, so we price our services appropriately. We will work with you to create a package tailored specifically for your company’s goals and requirements – no matter how unique they may be!