Smarter FinanceSMARTER FINANCE

    Fractional CFO & Accounting

    A STRATEGIC VISION FOR
    YOUR FINANCIAL FUTURE

    Finance
    Funding
    Freedom

    Track Record

    M&A Transactions &
    Capital Events

    We have a proven history of maximising value for our clients through complex transaction lifecycles.

    IT MSP

    £20m

    Sell-Side Advisory

    Strategic sale of an IT MSP business to a Private Equity backed Telecoms group.

    Completed
    Gym Group

    £850k

    Debt Raise

    Growth capital secured from a Regional Growth fund to open a new fitness facility.

    Completed
    Energy & Sustainability

    £5m

    Management Buy-Out

    Structured deal and debt package for a successful management takeover.

    Completed
    Telecoms

    £7m

    Management Buy-Out

    Structured deal and debt package for a successful management takeover.

    Completed
    Transport

    £4m

    Sell-Side Advisory

    Sale of a successful Public Mobility business to a UK based Search Fund with Private Equity backing.

    Completed

    Our Expertise

    Comprehensive Financial Leadership

    Fractional CFO

    Partnering for growth, ensuring real-time data and data-driven decisions that propel your business forward.

    Detailed insight
    Cashflow Modelling
    Benchmarking
    Strategic Advisory

    Funding Growth

    Securing and advising on growth funding rounds to fuel organic growth and acquisition strategies.

    Debt Financing
    Refinancing
    Equity Carve Outs
    Managing Funders

    Exit Planning

    Preparing for an enterprise sale, guiding successful MBOs, and maximising value for successful exits.

    Value Building Guidance
    Valuation tracking
    Grooming for sale
    Vendor Due Diligence

    Accounting

    Producing detailed financial information for Owners and Management Teams that aligns with Strategic Objectives

    Monthly Management Accounts
    Performance Analysis
    Year End Accounts
    HMRC Submissions
    Digital Future Finance

    Why Us?

    PROVEN SUCCESS IN
    CORPORATE TRANSACTIONS

    We have sat on both sides of the deal table. That experience becomes practical guidance: what a buyer will pick apart, what a lender will ask for, and what is worth fixing before either of them looks.

    M&A and Growth funding expertise

    Specialists in supporting clients who are planning a corporate transaction in the short to medium term.

    Proven Exit Strategies

    We have successfully guided over 20+ companies to exits and MBO's.

    Executive Partnership

    We act as a true extension of your C-suite rather than an outsourced service.

    Client Success

    Partners in Growth

    "Working with this team has transformed how we manage and understand our business finances. More than just financial consultants."

    Tom Kelly

    Managing Director

    "Since working with Duncan and the team I can safely say I've always been up to speed with the financial performance of my business."

    Ed Snelson

    CEO•Snelson Consulting

    "Smarter Finance has been a vital partner since day one, expertly guiding us through seed funding, pitch decks, and the financial modeling needed to win every round."

    Simon Williams

    Founder•MIVIA

    Let's Build Your
    Future.

    Ready to scale, fund, or exit? Schedule a consultation with our strategic financial experts today.

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