your business cycle and dial a cfo

Start-up

Growth

Maturity

Decline or Exit

Dial a CFO can add value … on time, on budget, every time

No matter what stage your business is at …

Click on the stage your business is currently at to

see how Dial a CFO can assist

Start-up

Dial Associate resource as

required

Finance support team structure

and recruitment

Resources

Start-up

Facilitate development of

Strategic plan

SWOT analysis (Market

positioning)

Development framework for budgeting and

reporting

Strategy & Planning

Start-up

Capital project analysis

Development of terms &

conditions of trade

Commercial

Start-up

Internal control framework

Development of key policies

Development of Finance risk

management framework

Management reporting

framework

Control

Start-up

Requirements definition around premises to meet

medium term requirements

Initial Equity and Debt Financing

Selection of business systems

Advisory

Start-up

Establishing Board

Advisory

Legal, tax

Implementing start up risk framework

Disaster recovery

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Start-up

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Growth

Dial Associate resource as

required

Finance team coaching and

support

Resources

Growth

Strategic plan update

Ongoing development of annal plans and

KPIs

Forward looking financials

Strategy & Planning

Growth

Assessments of new products,

services, markets

Tender process management

Commercial

Growth

Internal audit

Review and development of

key policies

Financial reporting for external stakeholders

Timely key performance

indicators

Control

Growth

Ensure cash reserves available to support growth

Advisory

Growth

Providing non exec board directors

Do we include these?[slide to be deleted]

Growth

Maturity

Dial Associate resource as

required

Evaluation of Finance team performance

Resources

Maturity

Evaluation of customer and

purchasing supply chains

Strategic plan update

Strategy & Planning

Maturity

Initiatives to protect market

positioning

Commercial

Maturity

Review and development of

key policies

Internal audit

Debt repayment programs. Equity

optimisation

International Financial Reporting Standards

Balanced scorecard

Control

Maturity

Re-assessment of premises

requirements

Re-negotiate banking

arrangements

Extension of modules - ERP

options

Advisory

Maturity

Re-assessment of

premises requirements

Advisory

Maturity

Assessing Director

performance

Re-assessment of disaster recovery

framework

Do we include these?[slide to be deleted]

Maturity

Decline / Exit

Dial resource to compliment headcount

attrition

Assist Business Owner in sale

transaction

Resources

Decline / Exit

Transition of premises to new business

owners - operational and commercial

Strategy & Planning

Decline / Exit

Unwind financial

infrastructure

Commercial

Decline / Exit

Advise Director competencies for transition

Control

Decline / Exit