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Fractional CFO and Finance Director Services

Finance support that gives growing businesses clearer control and better decisions.

Oppenheim Advisory supports UK leadership teams that need stronger reporting, tighter planning, better commercial judgement, and credible preparation for growth, funding, or exit without rushing into a full-time finance director hire.

Where support usually starts

Most engagements begin when finance needs to become more proactive.

Financial control and visibility

Management information exists, but it arrives too late or without the context needed for confident decisions.

Commercial and board support

The business is growing, but commercial choices and board conversations need more senior finance input.

Exit and transaction readiness

Owners want cleaner numbers, stronger preparation, and hands-on support ahead of investment, diligence, or exit.

See support by priority

8+

Core service lines

Across reporting, planning, governance, commercial finance, and transaction support.

30+

Years of senior finance experience

Hands-on leadership across growth businesses, operational change, and exit preparation.

UK

Delivery footprint

Based in Maidenhead with active work across Berkshire, London, the South East, and beyond.

Support by Priority

Start with the finance priorities that matter most right now.

Businesses rarely need every service at once. The most effective support comes from matching a small number of high-impact finance disciplines to the pressure points that are holding decisions back.

The groups below reflect how most engagements are structured in practice: stronger financial visibility, sharper commercial and board support, or focused preparation for a funding or exit event.

Best when

Financial control and visibility

Build clearer reporting, better forecasting, and tighter cash discipline so leadership decisions are grounded in live financial reality.

Typical trigger

Management information exists, but it arrives too late or without the context needed for confident decisions.

Best when

Commercial and board support

Strengthen pricing, governance, leadership judgement, and expansion planning as the business becomes more complex.

Typical trigger

The business is growing, but commercial choices and board conversations need more senior finance input.

Best when

Exit and transaction readiness

Prepare the business for sale, reduce deal friction, and manage diligence or execution with a steadier finance lead.

Typical trigger

Owners want cleaner numbers, stronger preparation, and hands-on support ahead of investment, diligence, or exit.

Service Catalogue

Eight service lines, organised to be easier to scan.

Each service page goes into more detail. This overview is designed to help you identify which capabilities are most relevant first, then move quickly to the pages that match your priorities.

🎯

Exit Planning Advisory Services

Service

Strategic exit planning services to maximise your business value and achieve a successful sale. Expert guidance through trade sales, EOTs, and MBOs.

Comprehensive business valuation analysis
Exit route evaluation (Trade Sale, EOT, MBO)
Due diligence preparation and documentation
🏦

Cash Flow Management Services

Service

Expert cash flow management and forecasting services to optimise working capital and ensure financial stability for your growing business.

Rolling 12-month cash flow forecasts
13-week detailed cash projections
Working capital optimisation
📊

Management Reporting Services

Service

Transform your financial data into actionable insights with comprehensive management reporting that drives better business decisions.

Monthly management accounts with commentary
KPI dashboards and scorecards
Board reporting packs
📈

Budgeting and Forecasting Services

Service

Strategic financial planning through robust budgeting and rolling forecasts that drive accountability and enable confident decision-making.

Annual budget preparation and facilitation
Rolling quarterly forecasts
Scenario planning and sensitivity analysis
🤝

Exit Process Management

Service

Expert guidance through every stage of your business sale, from buyer negotiations to completion. Maximise value while minimising stress and disruption.

Buyer identification and qualification
Negotiation strategy and support
Due diligence coordination and management
🌍

Geographic Expansion Services

Service

Strategic financial guidance for international expansion. Establish operations in new markets with proper financial infrastructure, compliance, and control.

International company structure planning
Overseas entity setup and registration
Transfer pricing policy development
💼

Commercial Finance Services

Service

Drive profitability through strategic pricing, contract negotiation, and commercial analysis. Make better business decisions with financial rigour.

Pricing strategy development and review
Contract negotiation support
Client and project profitability analysis
👔

Non-Executive Director Services

Service

Independent board-level expertise to strengthen governance, provide strategic guidance, and support business growth through experienced financial leadership.

Independent board participation
Audit committee chairmanship
Strategic planning input
Why Oppenheim Advisory

Senior finance support led by Lak Sidhu.

Lak Sidhu brings more than 30 years of finance leadership across management reporting, commercial improvement, international expansion, diligence, trade sales, and Employee Ownership Trust exits. That experience helps clients focus quickly on the work that improves control, confidence, and value.

Board-level judgement

Practical support for owners and leadership teams making commercially important decisions.

Transaction experience

Hands-on support through diligence, trade sales, EOTs, and exit preparation.

Flexible engagement

Ongoing fractional support or focused project work, shaped around the business stage.