Cash flow · Software business, private equity owned
Liquidity forecasting that secured further funding
A private equity owned software business could not forecast its cash, so its owners would not release more funding.
Read the detailNine problems, and what was actually built
Every case study here is anonymised. We give the sector, the rough size and the situation, and nothing that would let you work out who the client was. That is deliberate, and it is the same protection your engagement would get.
Each one describes what Shaun personally built and delivered. Where a wider team achieved something, that belongs to the wider team and is not claimed here.
They follow the same structure so they are easy to compare: the situation, the constraint that made it hard, what was built (with an illustrative example of the deliverable where we can show one), who it was built with, the outcome, and what the same work would look like in your business.
Cash flow
Cash flow · Co-working space operator, parent company in insolvency
Managing cash through a parent's insolvency
A co-working operator had to stay solvent while its overseas parent went through a court-supervised insolvency process.
Read the detailCash flow · Global logistics business, systems lost to cyber-attacks
Cash visibility without the systems
A global logistics business lost its core systems to cyber-attacks, then met COVID, and still had to forecast cash weekly.
Read the detailStrategic finance
Strategic finance · Childcare operator, 20+ locations
Portfolio diagnostic and asset realisation
A childcare operator had too many centres and no consistent way to rank them for sale or investment.
Read the detailStrategic finance · Global FMCG group, business unit under review
Scenario forecast for a business-unit exit
A global FMCG group needed to know what exiting one business unit would actually cost before it committed.
Read the detailStrategic finance · National retailer, store network under review
Store network options modelling
A large national retailer needed its store network assessed on operational, financial and legal grounds before deciding anything.
Read the detailAutomation
Automation · Asset maintenance services business, ahead of PE purchase
Reporting process built ahead of a sale to private equity
An asset maintenance business was being bought by private equity and its finance function had not been examined.
Read the detailAutomation · Global furniture retailer, parent company fraud
Cash flow reporting forecast built under pressure
A global furniture retailer had no cash reporting at all after a fraud at its parent company, and a refinancing due in days.
Read the detailAutomation · Large advisory practice, professional services
An analysis toolkit used across the team
A large advisory practice rebuilt the same financial analysis by hand on every engagement.
Read the detailDoes one of these look like your situation?
If something here is close to what you are dealing with, send us two lines about it. We will tell you what we would do differently for you.
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