Hire a CFO 1-800-918-1906
Hire a CFO 1-800-918-1906
A handshake icon We’ll help you manage your relationships with banks

Let Us Manage The Relationships
With Your Bank

"The time to make friends with your bank manager is when you don't need them, not when you do!"

Our superstar FDs & CFOs can work part-time – remotely or at your premises – to help you increase cash, profit, and valuation, freeing you from the burden of day-to-day operations.

Banking relationships make up just one of the 12 key building blocks of a world-class finance function.

We’ll help you manage your relationships with banks so you can benefit from the best facilities. Here are six pointers for starters:

  1. Developing the relationship

    We’ll build relationships with the key people at the bank – we may already have strong connections with them.

  2. Sharing your business plan

    We’ll share a credible, up-to-date business plan so the bank can see the bigger picture and support you to realise your goals.

  3. Sharing financial information

    We’ll help build a strong relationship with the bank based on mutual trust by regularly sharing relevant financial information about your business.

  4. Offering you independent advice

    We’ll evaluate different banking products and facilities, acting as your sounding board and offering independent advice.

  5. Negotiating terms

    We’ll use our fluency with banking terminology to negotiate the best terms on your behalf.

  6. Introducing new banks

    If your current bank isn’t the best option to support your future growth plans, we’ll tell you. We’ll introduce you to other banks that we feel will better serve your specific needs.

It’s not just about the banking relationship…

To scale fast, increase valuation and remove yourself from day-to-day operations, you need to consider each of the 12 building blocks of a world-class finance function. These include:

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Sell/Exit

Engage expert preparation and strategy development for your business exit path.

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Identify Risks

Unlock proactive strategies to minimise and manage business risks.

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Review Business Plan

Set goals and formulate strategies for focused growth.

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Source Funding

Secure funds for strategic business initiatives.

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Improve Systems & Controls

Develop systems to ensure reliability, compliance, and efficiency.

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Implement KPI Reporting

Utilise robust KPI reporting mechanisms for actionable insights.

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Increase Profit

Identify and amplify your most profitable ventures.

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Improve Cash Flow

Receive tailored strategies to maintain optimal cash flow for daily operations and long-term growth.

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Tighten Up Compliance

Ensure all your regulatory and legal compliances are met.

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Optimize Tax & Legal

Develop strategies to ensure tax efficiency and savings.

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Audit Outsourcers

Leverage outsourced expertise for cost-effective operations and growth.

A handshake icon

Build Strong Banking Relationships

Access advocacy and negotiation to maximise your banking relationships.

What next?

Let us take ownership of your finance function so you can spend your time doing what you really want to do...

Tell us what you really want for your business and life and let's discuss the plan to actually make it happen.

  • Contact

    STEP 1
    Tell us what you want to do and the numbers that really matter to you.

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  • Select multiple options

  • STEP 2
    The most convenient way an expert CFO near you can connect to answer your question(s).

    No salespeople will call. No pressure. No obligation. 100% Professional & Confidential.

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