Practical frameworks, guides, checklists, and templates from our consulting practice — built for founders, CFOs, and leadership teams who prefer substance over slides.
Frameworks
Structured methodologies and decision tools from our consulting practice.
Guides
Practical how-to guides for common finance and strategy challenges.
Checklists
Step-by-step checklists for high-stakes processes and decisions.
Templates
Editable templates for financial models, board packs, and planning.
All resources are available to clients and prospective clients by request. Each is accompanied by a brief conversation to ensure it is applied correctly.
A practical guide to moving from manual, backward-looking financial reporting to a structured, near-real-time management information environment. Covers technology selection, data requirements, and change management.
For
CFOs, Finance Directors, Management Accountants
A structured framework for assessing an organisation's readiness to deploy AI in finance and operations — covering data quality, process maturity, governance, and change capacity.
For
CEOs, CFOs, COOs, Transformation Leaders
A structured board reporting pack template covering financial performance, strategic progress, risk management, and key decisions. Designed for mid-market companies transitioning to formal board governance.
For
Founders, CFOs, Company Secretaries
A 50-point diagnostic checklist for assessing a business in distress — covering financial health, operational performance, governance, and stakeholder relationships. Used as the starting point for every turnaround engagement.
For
Boards, Creditors, Turnaround Managers
A comprehensive checklist covering everything a business needs before entering investor conversations — from financial model quality to data room readiness and management team preparation.
For
Founders, Promoters, CFOs preparing for fund-raising
A practical governance framework for mid-market companies — covering board structure, committee charters, key policies, risk management, and reporting disciplines.
For
Boards, Founders, Company Secretaries
