Linkedin Twitter Facebook
Schedule Demo
Free Trial
VFD Portal Login
Academy Login

✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements.      ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery.      ✦ Turn financial data into growth decisions with VFD tools & training.    ✦ Helping businesses improve cash, profits & exit readiness.    ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

Academy Login
VFD Portal Login
VFD Transparent logo

Expert Advisory Forum

Expert Advisory Forum

Expert Advisory Forum 27th August, 10am UK

From Trusted Accountant to Deal Advisor: Supporting Clients Through a Business Sale

Discover how accountants and fractional CFOs can play a valuable, paid role throughout a business sale. The session explores the deal process from planning and valuation through to due diligence, negotiations and completion. It will highlight where Advisors can strengthen the financial position, support their client and work collaboratively with business brokerage and M&A experts to help achieve a successful transaction.

RESERVE YOUR PLACE

Advisory Forum | Previous Sessions

Marketing ROI – Marketing ROI Professional Investment Appraisal

Ros Conkie | The Marketing Machine & Alison Johnston | Secret Source Marketing
View Recording

Why Advisory Fails Without Real-Time Books, and how AI fixes the gap

Reuben Steenkamp, Breifcase.io
View Recording

Helping Entrepreneurs Meet Investor Expectations

Andy Hubbard, Innovate uK
View Recording

Accountant to Trusted Advisor: Turning Conversations into Clients

Jonathan Lancaster, Practice Edge
View Recording

From People Risk to Growth Engine

Building Smarter Talent Strategies

Matt Gascoigne, Thrive Consulting

View Recording

VFD Pro in 6 steps

Help more clients survive, thrive, scale and exit successfully

VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.

VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.

Know who to speak to, and why

CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.

Give every client a clearer view of performance

The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.

Turn reports into better client conversations

VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”

Support clients in different ways

Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.

Explore VFD Pro with your own clients

Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.

VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.