This document outlines the services provided by Dial a CFO for businesses at different stages - start-up, growth, maturity, and decline or exit. It provides an overview of the people resources, strategy and planning, commercial, control and business information, and advisory services offered at each stage to assist the business and add value on time and on budget.

1. Dial a CFO can add value … on time, on budget, every time
Growth
Maturity
Decline
or Exit
Start-up
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

2. PEOPLE RESOURCE:
•Finance team coaching and
support
STRATEGY & PLANNING:
•Strategic plan refresh
•On-going development of annual plans
and KPIs
•Forward looking financials - BAU and
Projects
COMMERCIAL:
•Assessments of new products, services,
markets
•Tender process management
CONTROL & BUSINESS INFORMATION:
•Internal control review
•Review and development of key policies
•Financial reporting for external
stakeholders
•Timely key performance indicators
ADVISORY:
•Ensure financial reserves
available to support growth
•Extension of modules - ERP
options
Growth Back to
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Benefits we offer if
your business is in a
growth phase …

3. PEOPLE RESOURCE:
•Finance team performance
evaluation
•Succession planning
•Business improvement projects
STRATEGY & PLANNING:
•Strategic plan refresh
•On-going development of annual plans
and KPIs
•Forward looking financials - BAU and
Projects
COMMERCIAL:
•Initiatives to protect market positioning
•Corporate Services Efficiency review
•Evaluation of customer and purchasing
supply chains
CONTROL & BUSINESS INFORMATION:
•Facilitate tender process for external audit
and tax
•Annual Report for all stakeholders
•International Financial Reporting Standards
•Review of Delegated and Financial
Authority framework
ADVISORY:
•Re-assessment of premises
requirements
•Re-negotiate banking arrangements
•Preparation for IPO or alternate
funding platform
•Evaluation of alternate ERP platforms
for mature business
•Provide Non Executive Directors
Maturity Back to
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Benefits we offer if
your business is at
maturity…

4. PEOPLE RESOURCE:
•Dial resource to compliment
headcount attrition and transfer of
skills
•Succession execution
•Business transition projects
COMMERCIAL:
•Assist Business owner in sale transaction
•Unwind financial infrastructure
•Assess alternate investment options with
proceeds
CONTROL & BUSINESS INFORMATION:
•Analysis of Policy differences with new
owners
•Migration plan for Delegated and Financial
Authority
ADVISORY:
•Migration plan of facilities,
premises to new owners
•Migration plan of banking
arrangements
•Debt repayment and Equity
Optimisation
•Migration plan of business
systems
•Governance transition
Decline or Exit Back to
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Benefits we offer if
your business is in
decline or an exit
phase …

5. PEOPLE RESOURCE:
•Establish finance support team structure
and recruitment
STRATEGY & PLANNING:
•Facilitate development of Strategic plan
•Development framework for budgeting and
reporting
•SWOT analysis (Market positioning)
COMMERCIAL:
•Capital project analysis
•Development of terms & conditions of
trade
•Due Diligence
CONTROL & BUSINESS INFORMATION:
•Establish Internal control framework
•Development of key policies
•Management reporting framework for internal
stakeholders
•Development of Finance risk management framework
•Establish Delegated and Financial Authority
ADVISORY:
•Requirements definition around premises to
meet medium term requirements
•Initial Equity and Debt Financing
•Company secretarial duties
•Selection of business systems
•Establish Advisory Boards
Start-up Back to
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Benefits we offer if
your business is in
start-up phase …