The Portfolio CFO

About The Portfolio CFO

A portfolio Chief Finance Officer is pivotal to helping you grow and shape your company. Typically we join you to help you prepare for raising funding for growth. Sometimes to help with a specific project, such as a strategic acquisition or disposal, or with a turnround of your business. Sometimes your bank, or a key investor has suggested, or told you, that you need a CFO. There are three advantages to engaging with The Portfolio CFO. 1: We operate a flexible model that works around you. We agree with you a list of objectives that we then work with you to deliver. We know that the objectives will change over time so we flex with you as needed. Sometimes we are in your office with you. Sometimes on a scheduled conference call. Sometimes you need to talk a problem or an idea through together over a phone call. 2: Being part time and portfolio in nature our only agenda is to support you in reaching your vision. We never come in and criticise. You are exerts in your business. However we will help you with areas that we are experts in and that you agree need to adapt or change. They may have been fine up to now, but they won’t work for the next stage in your growth. We will be honest; always courteous and respectful and share with you our experience before agreeing a plan and helping you implement it. 3: Cost. A CFO is very expensive and most SMEs can’t justify the commitment of the full-time role. Some part-time roles are a euphemism for gently retiring. This is not our approach. The role of a CFO is high-energy and doesn’t fit well with a caretaker mindset. We bring with us high energy and drive to match your vision for your company. The portfolio CFO operates a flexible fee structure that means you pay for what you need and when you need it.

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