Services — OPlan

01 — Entry

Financial Diagnostic

Fixed price, 2–3 weeks. The lowest-risk way to find out where you actually stand — and what to do about it.

What happens

Review of your cash flow, profitability, and reporting as they exist today
Interviews with you and whoever touches the numbers (internal or outsourced)
Gap analysis of the finance function against where the company is heading

What you get

A written assessment: what's solid, what's risky, what's missing
A prioritized roadmap — actionable with or without me
A clear answer to "are we actually making money, and where?"

02 — Core

The Bridge — ongoing CFO/COO retainer

The relationship most of my clients live in. The finance leader your company needs at this stage — without the full-time hire. I take the questions that keep landing on you and make them mine: the reporting, the cash flow, the big calls, the systems that let all of it scale.

What I take off your plate

Reporting that reaches you while the numbers can still shape the next decision
Cash flow you can see coming — planned, monitored, under control
A working partnership with your accountants, so their compliance work feeds straight into decisions
A clear financial answer when you're weighing a hire, an investment, a price, or a deal
Bank and financing negotiations, handled, when you need them

How it's built to last

ERP and BI systems (Monitor ERP, Power BI, Looker Studio) implemented to run without me
Reporting cadences your team can eventually own
When you're ready for an internal hire, I help you find them and hand over — that's the goal, not a threat to my business

03 — Premium

Transaction Readiness

Project-based, priced against the value of the deal. For owners preparing to sell, raise, or bring in a partner — before the buyer's advisors start asking questions.

Sell-side

Financials and documentation that survive due diligence
Financial models a buyer's team will believe
Support through the deal process, from first conversation to signing

Proof: due diligence work that supported owners selling a 70% stake at a premium valuation.

Buy-side

Financial due diligence on the target before you commit
Findings translated into negotiating leverage on price and terms
Post-acquisition integration planning, informed by four M&A integrations led end-to-end

Proof: buy-side due diligence that surfaced up to ~€70k of price risk before signing — in a target whose profits looked healthy.

Three ways to work together — from a first look to the full finance function.