CASE STUDY

Making the Pennies Work

Making the Pennies Work

Since 2016, ETL, in this instance led by Adrian Jones, has been assisting the Board of an engineering-based consultancy develop and operate a financial management information system that encompasses all aspects of the client company and its various business streams.  In so doing the client is now able to: maximise cash activities; establish robust business planning, budgeting, and forecasting; challenge business performance analytics to identify increased profitability opportunities; and identify future funding requirements.

In addition, as the business continues to grow, he will be supporting negotiations with banks, assisting with issues such as prioritisation of investments and working capital generation & control.  Furthermore, as required he will assist the client with remuneration and pension policies and strategies, and associated taxation.  Finally, when appropriate he will assist the owners, should they wish to realise their investments in the company, prepare the business for sale, discretely take it to market, and then help facilitate the sale with potential buyers.  At all stages his fellow ETL Directors provide relevant professional support and introductions. 

Finance Case Studies

Making the Pennies Work

Since 2016, ETL, in this instance led by Adrian Jones, has been assisting the Board of an engineering-based consultancy develop and operate a financial management information system that encompasses all aspects of the client company and its various business streams.

An Essential Ingredient

As all Boards know, a commercially aware and astute finance director who does not just ‘count beans’ but understands a company’s markets, products, services and customers is an essential ingredient for any successful company.  Whilst this little article is not a true case study

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