Case Studies

Case Studies

Name of Company Service Name of team member
Charity & Not-for-profit
Trinity Hospice Re-engineering a charity’s processes and saving £650k Malcolm Durham
Lincoln's Inn Providing relevant reliable information to a modernised Inn of Court Malcolm Durham
Trade Union Investigating financial concerns and bringing stability Robert McLaurin
The Poppy Factory Acting as interim FD Robert McLaurin
IMarEst Providing technical input when auditors have a conflict of interest Clive Eplett
FHU Replacing a full-time FD with part-time and improving MI Ian Parlane
Ipswich Hospital Improving processes in the NHS Richard Brooks
Construction
Robin Partington & Partners Managing profitability for architects Malcolm Durham
Name withheld Managing cashflow for a design-&-build contractor Mark Guilford
Gordon Durham Leading a construction company from breakeven to sale Malcolm Durham
John Thompson & Partners Transforming architects from company to LLP Jim Halliday
Name withheld Turnaround of a waste management business Roger Hearn
Distribution
Name withheld Upgrading the systems of a distributor Ian Parlane
Lombard Express Providing working capital for a transport business Richard Miner
Freight Investor Services Management accounts and FSA returns managed for a financial derivatives business Chris Backhouse
Education
Twin Training and Travel Preparing monthly accounts more quickly and more cheaply Ian Parlane
Financial Services
CWA Associates Why insightful information is vital to a transaction Malcolm Durham
Name witheld Creating systems, forecasts and accounts for a mortgage broker Chris Backhouse
Plus Markets Group Planning for an equity trading platform Chris Backhouse
Leisure and hospitality
Name Witheld Relieving cash pressure and restoring profitability to a restaurant Clive Eplett
Name Witheld Timely and accurate information to funders of a prominent drinks business Chris Backhouse
H Forman & Son Setting up systems for fine-food mail-order client Richard Brooks
Manufacturing and Engineering
Automotive engineering Developing forecasts to raise funds for an automotive engineer Richard Miner
Name Witheld Obtaining working capital and acquisition finance for a car body shop, then exit Roger Hearn
Powertron Assisting with sale then re-purchase of a power supplies business! Ian Parlane
Name Witheld VC-backed buy-out of a family-run building products firm Chris Backhouse
Media and marketing
Name Witheld Preparing a business plan so as to raise £2.5m for a broadcaster Richard Brooks
Meridian Delta Arranging funding for the growth of a marketing services business Paul Randall
Name Witheld Correcting MI, reducing the cost base, so as to sell the business Richard Brooks
Natural resources
LGX Assisting a management buy out Clive Eplett
Spyker Energy Creating cross border systems necessary to raise equity and sell a division Jim Halliday
Name Witheld IFRS accounts for AIM-quoted fuel cell company operating abroad Ian Parlane
Name Witheld Obtaining a listing of shares using a part-time FD Jim Halliday
IFRS Client Train client staff in IFRS accounts preparation Paul Pascan
Name Witheld Revising procedures so as to comply with IFRS reporting requirements Paul Pascan
Professional services
Appointments Bi-Language Improving internal controls of a recruitment firm Ian Parlane
Twin Training and Travel Preparing monthly accounts more quickly and more cheaply Ian Parlane
Name witheld Maintaining positive cash flows of an architecture and design agency Jim Halliday
Name Witheld Margin analysis to support loan application of a promotional materials company Ian Parlane
Flamingo International Assisting with due diligence and post-merger integration for a market research firm Clive Eplett
Retail
Toy Store Improving systems then raising equity at an online retailer Mark Guilford
Original Additions Preparing a retailer for sale Paul Pascan
Park Lane Shoes Recovering import duty and insuring debts of a wholesaler Malcolm Durham
Name witheld Recovering £420k by debt insurance Richard Brooks
Name Witheld Interim role to cover maternity leave for fashion retail brand Richard Brooks
Vintage Fabric Speeding up MI as interim FD of international retailer Richard Brooks
Oldfield Quality Foods From the brink of insolvency to £45m turnover and sale of a food production company Richard Brooks
Technology
Data2Decisions Data business uses our financial model and improves its value 7-fold Ian Parlane
Mecmesin Obtaining finance for growth and acquisitions Chris Backhouse
Nasstar PLC Using our talent pool to replace a one-man band
Money Gaming Raising equity for an internet gaming company Clive Eplett
Name Witheld Technical support for IFRS accounting at an IT services firm Paul Pascan
Software development Comprehensive support in less than three days a week Richard Brooks
Inflight Productions IFRS conversion and compliance for a media entertainment company Chris Backhouse