Case Studies

As a business advisor it’s true to say that no two businesses are identical. Each business brings its own particular challenges in terms of advising on the best route forward. Some of them need all of my skills and services, others just some.

The following case studies give you a flavour of what I do and how I approach things, as well as the benefits I brought to them, which is the most important thing I do. If you want to find out more, just get in touch with me. And if you want to speak to any of the businesses I have worked for, that’s fine too. Just let me know and I'll put you in touch.

Financial Support for Environmental Consultancy

Benefits Tailored, one to one financial support with business planning, budgeting and cash flow forecasting Successful grant application for project support Initial spreadsheet model set up, followed later by implementation of management accounts systems and project management software systems that

Business Plan & Forecast to Raise Finance

The Situation The directors of a rapidly growing retail business needed to move to larger high street premises. They had identified larger premises, that required refurbishment and other capital expenditure, and hence, needed to raise finance as they did not

Mentoring and Coaching for a Care Home Business

I began a tailored mentoring arrangement with the owner manager of a business, managing a care home and providing high quality domiciliary services. This trusted process enabled the owner manager to regain control of the business and begin to develop, with my advice and hands – on support, a growth strategy, to drive the business forward.

Financial Information Improvement and Requirement for a Business Review for an Orthotics Company

I undertook a detailed review of the business of an orthotics company, identifying areas for improvement to assist the development of the business. I presented the results of the review to management.

Business Review For A Security Company

I provided support for a security company following a commercial review of all aspects of the business. I identified strengths and areas for improvement. I discussed the findings with the owner manager, and recommended key changes in style, systems and reporting to support business growth.