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Our Services

Comprehensive Financial Support Solutions

From strategic planning to exit execution, we provide the financial expertise your business needs to thrive at every stage of growth.

Our Services

Comprehensive Financial Support

From strategic planning to exit execution, we provide the financial expertise your business needs to thrive at every stage of growth.

📊

Management Reporting

Comprehensive financial reporting tailored to your business needs

  • Enhanced Monthly Management reporting
  • Actionable insights for board decision making
  • Variance analysis
  • Board reporting packs
📈

Budgeting and Re-forecasting

Strategic financial planning for sustainable growth

  • Annual budget preparation
  • Rolling forecasts
  • Scenario planning
  • Tracking Actual v Budget v Prior Year
🏦

Cash Flow Management

Optimize working capital and maintain healthy cash position

  • Rolling 12 month cashflow forecasts
  • Working capital optimization
  • Strengthen credit control processes
  • Treasury management
🎯

Exit Planning

Strategic preparation for successful business exit

  • Business valuation
  • Exit strategy - trade sale v EOT
  • Due diligence preparation
  • Tax optimization
🤝

Management of Exit Process

Expert guidance through the entire exit journey

  • Buyer negotiation
  • Deal structuring
  • Finance, Legal & Commercial Due Diligence management
  • Post-deal integration
🌍

Geographical Expansion

Financial strategy for entering new markets and establishing overseas infrastructure

  • Creating international co. infrastructure
  • Local statutory compliance
  • Implementing Transfer Pricing policy
  • Finance, legal, HR and admin management from HQ
💼

Commercial Services

Drive profitability through commercial excellence

  • Pricing strategy
  • Client/Vendor/Partner contract negotiation
  • Margin analysis
  • Revenue optimization
👔

Non-Executive Director Services

Independent board-level expertise and governance

  • Board advisory
  • Governance oversight
  • Strategic guidance
  • Risk management

Ancillary Business Services

At OppenheimFD we have a network of trusted advisors across various disciplines and can introduce you to specialists in:

Corporate Law: Corporate, commercial, IP, property, and employment matters.
Client and Vendor Vetting: Regular credit vetting for new clients and vendors, and ongoing credit monitoring.
Insurance Brokers: Cyber, PI, D&O, product/public liability, content insurance and more.
Pension Brokers: Introductions to specialist pension brokers.
Company Healthcare Plans: Set-up or update healthcare schemes for board and employees.

Ready to Transform Your Financial Strategy?

Book a free 30-minute consultation to discuss how our fractional FD services can drive your business forward.