Supporting Your Clients from Start-up, to Scale-up & Exit
How do you want to deliver Instant Financial Advisory?
Delivering Instant Financial Advisory for you and your team is easier than you think. Dip your toe in the water and do things one step at a time, or go for it all at once, whatever works best for you, there is a package of tools, support and training to get you and your team up and running in no time:
Future Focus
Create a future focused client meeting agenda in under 5 minutes. Demonstrate the current value of their business and the potential for the future.
From only £69 per month
Regular Reporting
Every business owner serious about growth and efficient management of their business needs a regular review of their Management Information.
From only £129 per month
Planning & Forecasting
Everything you need for planning and forecasting as part time Finance Director / CFO to provide the financial support essential to all businesses.
From only £199 per month
Exit Planning
Everything you need to help your clients build equity value and when the time comes, to exit successfully. Including valuations and due diligence.
From only £299 per month
Implementing VFD Pro is as simple as 1, 2, 3...
Large National Firm
Typically start with a limited scale pilot involving 3 or 4 offices and several staff at each office to establish the benchmarks, systems and process that works best and to establish the ROI ready for a wider scale roll-out.
All personnel involved in the pilot are typically trained to deploy the Compliance+ Strategy to both increase fee income and upsell higher value services whilst two or three Client Managers from each office go on to be trained to deliver the full suite Financial Advisory solutions; Management Reporting and Review, Growth Planning, Forecasting and part-time FD / CFO, and Exit Planning and related support activities.
Regional Multi-Office
In most cases the project is championed by one of the Partners working with a team of Client Managers who are keen to deliver greater value for clients by taking a more proactive role supporting their financial management and controls.
Most if not all staff are typically trained to deploy the Compliance+ Strategy to increase fee income across the firm, whist a select group of the more experienced Client Managers are also given training and responsibility for presenting and delivering the more lucrative Financial Advisory solutions; Management Reporting and Review, Growth Planning, Forecasting and part-time FD / CFO.
Local Practice
The practice owner is typically the driving force, working with a handful of Client Managers to deliver greater value in a way that is scalable and not depending on them to achieve growth.
In most cases all Client Managers are trained and deploy the Compliance+ Strategy to increase fee income whilst the practice owner and perhaps one or two Client Managers also receiving training and support to selectively upsell and deliver Financial Advisory solutions; Management Reporting and Review, Growth Planning, Forecasting and part-time FD / CFO.
