As we approach the end of the year, now is the perfect time to prepare your business for a successful 2025. I’m excited to share that I have capacity to work with one more client and am eager to partner with a purpose-driven business ready to strengthen its financial strategy, drive growth, and make a positive impact in the new year. As a Fractional CFO (part-time Finance Director) and your financial coach, I not only manage the financials but also guide you through business planning and provide regular accountability to ensure you stay on track with your 2025 goals.
For many of my clients, the return on investment in my services is achieved within just a few months. Now is the time to position your business for the success that lies ahead.
Businesses balancing purpose and profit often encounter specific challenges—managing financial growth while prioritising social and environmental goals, handling cashflow for long-term projects, and finding investors aligned with their mission. Wouldn’t it be great to work with someone who not only understands these challenges but is committed to helping you achieve both impact and financial success?
Here are some of the key challenges purpose-led businesses face and how I’ve helped my clients tackle them:
– Balancing Profit with Purpose: It’s essential for socially and environmentally focused organisations to maintain financial sustainability. I’ve helped businesses maximise profitability while staying true to their mission. For example, I worked with a client to double their net profit from £750k to £1.5m over two years, aligning growth with their core values.
– Managing Cashflow for Mission-Driven Projects: Cashflow is often a challenge, especially for companies investing in long-term initiatives. I’ve helped clients secure better banking terms, including interest rates of 5.01% AER with a 180-day notice period, freeing up capital to reinvest into social and environmental projects.
– Attracting Impact-Aligned Investors: Finding investors who align with your values can be tough. I supported a client in raising £5.5m in Series A funding, carefully selecting investors who understood and respected the company’s mission.
– Navigating Growth and Structural Complexity: As businesses grow and diversify, complex financial structures and tax planning are key. I’ve helped clients set up Group structures to achieve tax efficiencies, while ensuring ethical practices are at the forefront. Additionally, I managed UK and US finance functions for a company expanding into the US, ensuring a smooth transition.
– Rewarding Employees Without Sacrificing Values: Retaining talent while aligning employee incentives with company values is crucial. I helped a client introduce Employee Share Options, a new class of shares, and non-monetary benefits that rewarded their team without compromising the mission.
– Identifying the Most Impactful Areas for Investment: Purpose-driven businesses often have diverse revenue streams, not all equally profitable or impactful. I helped a client analyse their income and expenditure, enabling them to focus on their most profitable services and reinvest in areas with the greatest impact.
In addition to these services, my role as a financial coach means I work closely with my clients on business planning and provide regular accountability sessions to ensure that not only are financial goals met, but the business is set up for a strong and successful 2025.
Are you ready to make 2025 your best year yet? Let’s work together to build a solid financial foundation that aligns with your mission and drives sustainable growth. Contact me to discuss how I can help your business thrive and make 2025 a year of success and impact.
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