Choose a Performance Pack
Choose the insight and support your next decision needs.
Exclusive Performance Pack
CFO support and clear financial direction for growth, acquisition and exit.
Discuss your businessEasy Process
Choose the insight and support your next decision needs.
We review your priorities, financials and operating data.
Turn clear findings into practical priorities for profit, cash and growth.
Exclusive Performance Pack
Energy + Civil InfrastructureFor project-led businesses balancing site delivery, equipment commitments and slow-paying contracts.
Foundations1 of 4
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| WHAT WE REVIEWFeatures & focus | 01Foundations | 02Premium | 03Enterprise | 04Strategic Transactions |
|---|---|---|---|---|
Financial Performance Turn turnover, overheads, profit and the balance sheet into a clear picture of business health, so a full project pipeline does not hide a weak result. | Basic | Detailed | Advanced | Custom |
Job Budgeting Compare budget with actual spend. Deeper reviews connect labour hours, crew output and rework to the costs putting pressure on delivery. | Basic | Detailed | Advanced | Custom |
Contract Profitability Review company margins. Detailed and Advanced reviews examine agreed project costs, committed spend and cost-to-complete to show where the quoted return is being lost. | Basic | Detailed | Advanced | Custom |
Cash Position See the cash available for payroll, subcontractors and equipment commitments, so accounting profit is not mistaken for money ready to spend. | Basic | Detailed | Advanced | Custom |
Tender & Plant Decisions Turn findings into priorities. Detailed reviews inform crew and operating decisions; Advanced modelling tests larger tenders and buy, lease or hire choices against cash and delivery constraints. | Basic | Detailed | Advanced | Custom |
Project Reporting Systems Use agreed estimating, project and accounting inputs for reporting. Detailed and Advanced reviews investigate missing job costs and unclear reporting handovers; implementation is separate. | Basic | Detailed | Advanced | Custom |
Management Reports & Tools Give the owner clear project-business findings and explanations. Retain relevant job-return tools or checklists created in Detailed work; Advanced models and outputs follow agreed scope. | Basic | Detailed | Advanced | Custom |
Cash Flow Forecasting Forecast procurement deposits, progress claims, certification and retentions against expected receipts. Test delayed milestones and the cash needed to finish the work. | Not included | Detailed | Advanced | Custom |
Ongoing Advisory Review labour variance, capacity and agreed cash or job-margin measures with an adviser, then agree which actions the owner and delivery team should take next. | Not included | Detailed | Advanced | Custom |
Succession & Transactions Organise project and financial evidence, identify owner-dependence gaps and coordinate the data room, diligence and agreed transaction through settlement. | Not included | Not included | Not included | Consult required |
Examples for Energy + Civil Infrastructure.
| Addon | Industry focus | Scope |
|---|---|---|
| Compliance Pack | Project-business compliance | Agree work with the existing accountant and qualified specialists. |
| Marketing Pack | Contract pipeline and campaign work | Agree platforms, campaign work, attribution limits and extra data connections. |
| Recruiting Pack | Crew and project-role hiring | Agree recruitment work and responsible provider. |
| Extended analysis and advisory | Extra job-margin, plant, crew or cash analysis | Extra models, entities, updates or support beyond the selected package. |
| Systems, implementation and training | Estimating-to-job-to-accounts workflows | Separate software customisation, implementation, workflow changes or staff training. |
Separate scope and price. Examples are agreed for your industry. Forecasts and advisory included in your package are not charged again as addons.
Discuss additional supportBefore you start
That depends on the questions you need answered, from project margins and cash timing to recurring revenue and growth, and the support you need. We discuss this with you before agreeing the scope, timing and fee. Turnover alone does not determine the right tier.
Usually your accounts and the operating information relevant to the review. We confirm what is needed and help you work through connections or exports. Any data preparation or system work is agreed before it becomes part of the engagement.
Premium and Enterprise combine performance analysis with ongoing advisory. Foundations provides a recurring overview of the business position. Reporting frequency, meetings and support are confirmed in your agreed scope.
Yes. We work alongside your accountant and other advisers, using the relevant information to support business decisions. Tax, audit, legal and financial-product advice stay with appropriately qualified specialists.
Yes. Request a sample pack to see how the findings are presented. We will follow up with a suitable example. Request a sample pack
Yes. Additional analysis, modelling and advisory can be agreed as your needs change. We confirm any change to scope and fee before the extra work begins.