Case studies
Case studies: growth, deals, reporting and control.
Five results from my roles as CFO and Head of Finance, each with the situation, what I did, the result and what it means for your business. The businesses are described, not named.
In short
- Growth: revenue from under A$10M to A$40M in four years, as CFO.
- Deals: an acquisition that returned five times its price in EBIT, and A$100K a year in cost synergies from another.
- Reporting and control: the reporting behind a loss-making division’s move to A$300K profit in 12 months, and a month-end close from 21 days to 5.
01 The cases
Five results, with the numbers.
Each one sets out the situation, what I did, the result and what it means for your business.
- Case study · GrowthA$40M
Revenue from under A$10M to A$40M in four years
Pricing, brand, the sales funnel and capacity, with the finance function keeping up.
Read the case study → - Case study · Acquisitions5×
An acquisition that returned five times its price in EBIT
A vendor who tried to renegotiate at the last minute, and a deal that was saved, completed and integrated.
Read the case study → - Case study · Reporting and systemsA$300K
A loss-making division to A$300K profit in 12 months
A divisional P&L re-engineered so it showed where the loss came from.
Read the case study → - Case study · IntegrationA$100K
A$100K a year in cost synergies from a regional acquisition
Financial due diligence and the post-merger integration, with growth into a new region.
Read the case study → - Case study · Control21→5
Month-end close from 21 days to 5, then from 10 to 5
Two closes rebuilt, and reporting the board used for capital allocation.
Read the case study →
02 Questions
Common questions.
Why aren’t the businesses named?
I describe the businesses rather than name them. The roles, dates and results are set out on the About page, and my career is on LinkedIn.
Can you get the same results in my business?
Results from past roles aren’t a promise of what will happen in yours. What carries across is the approach, and a Diagnostic, usually one to two weeks, shows which parts of it apply to you.
What’s happening in your business?
Tell me in a few sentences. I reply personally within one business day.