SERVICES

Services.

A range of support to suit you, always on a flexible basis, when and how you need it. You don’t need to know exactly what you need before you get in touch. That’s what the first conversation is for.

SERVICE 01

Fractional CFO and Strategic Leadership

Flexible, senior financial leadership for organisations that need clarity, structure and challenge, and a steady hand alongside the founder.

When it’s needed: Growing businesses without a full-time CFO, weak visibility of performance, reporting that needs strengthening, a desire for strategic challenge, support through a transition, or a business that wants to be ready for an eventual sale.
How it helps: Builds financial clarity, strengthens reporting and forecasting, improves margin and pricing decisions, supports board conversations, puts scalable processes in place, and builds the value and resilience that future buyers look for.
What you’ll see: A rolling forecast model covering profit, cash and balance sheet; a clear monthly board pack; visibility of cash weeks and months ahead; pricing and margin reviews; and finance processes that keep working as you grow.

SERVICE 02

Project Support

A senior partner to founders and leadership teams: helping shape strategy, test assumptions and accelerate progress on the decisions that matter most.

When it’s needed: New product launches, system implementations, preparing for investment, restructuring, cross-functional change projects, or weighing up an acquisition, investment or new venture.
How it helps: Brings financial and commercial challenge, keeps projects controlled and aligned, sharpens business cases and ROI, and manages risk across teams. Includes independent appraisal of acquisitions, investments and new ventures, with the honest challenge to walk away from a bad deal.
What you’ll see: A clear business case with the numbers tested, an independent appraisal you can rely on, a project kept on time and on plan, and risks named early instead of discovered late.

SERVICE 03

Specialist Advisory Network

When the challenge goes beyond finance, Cotidal brings in trusted HR, sales, IT and operational leaders through a network of senior associates, coordinated through one relationship.

When it’s needed: Capability gaps, specialist expertise required for a defined problem, stretched leadership bandwidth, process improvement, or a scaling organisation.
How it helps: The right expertise at the right time, coordinated through a single point of contact, with every decision kept financially sound and less friction for the founder. You deal with one person you trust, not five separate consultants.
What you’ll see: The right specialist engaged quickly, one coordinated plan rather than competing advice, and recommendations that always take account of the numbers.

SERVICE 04

Individual Coaching and Team Effectiveness

Using Insights Discovery and leadership development, Cotidal helps individuals and teams understand themselves, collaborate better and improve performance.

When it’s needed: Communication strain, leadership transitions, rapid growth, developing emerging leaders, or strengthening accountability.
How it helps: Clearer communication, stronger leadership behaviours and trust, better decision-making under pressure, and confident growth.
What you’ll see: Insights Discovery profiles and workshops delivered by an accredited practitioner, practical coaching for individuals, and a team that talks to each other differently within weeks.

HOW IT WORKS

Getting started is deliberately simple, and there’s no commitment until you’re sure.

A conversation

It starts with a free, no-obligation conversation. Tell us what’s going on in the business. You don’t need prepared numbers or a defined brief.

Discovery

We take a short, structured look at your business and your numbers, then play back what we see: what’s working, what’s at risk, and where support would make the biggest difference.

Ongoing support

Most clients then work with Cotidal on a monthly retainer, with senior support at a rhythm that suits the business. It flexes as your needs change.

CASE STUDIES

What this looks like in practice.

Turnaround under cash pressure

International innovation and market research consultancy.

Situation: Significant trading and cash challenges, with the directors needing reliable information to meet their obligations and make hard decisions.
What Cotidal did: Fractional CFO support through the turnaround: restructured teams and costs to cut overheads by around 40 percent, put detailed cashflow forecasting in place, and rebuilt the financial reporting so it could be trusted.
Outcome: An extended cash runway, a flexible cost base, and a leadership team making decisions with confidence rather than guesswork. The CEO describes the support as ‘much more than a CFO’.

Strategy and fundraise readiness

Founder-owned green technology group.

Situation: An entrepreneurial business with big ambitions but no clear articulation of its strategy or value for investors and its own team.
What Cotidal did: Developed a five year strategy and plan with the directors, built the financial models, and created the investor pack to take the group to market for a fundraise. Delivered team and management workshops to strengthen ways of working.
Outcome: A business that can tell its story coherently, to investors and to itself, with numbers that stand behind it.

Preparing for exit

Owner-managed business planning to sell within a few years.

Situation: Finance processes and reporting that would not have stood up to buyer scrutiny.
What Cotidal did: Worked alongside the owners as part of a value-creation team: strengthening reporting, tightening processes and focusing the plan on what drives value at exit.
Outcome: A business being run, measured and evidenced the way a buyer will want to see it.

Acquisition appraisal

Leadership team weighing up an acquisition.

Situation: A deal that looked attractive on the surface.
What Cotidal did: An independent appraisal: testing the numbers, adjusting the real profitability for the costs the seller’s figures left out, and assessing the infrastructure behind the business.
Outcome: A clear recommendation not to overpay, and the confidence to walk away. Sometimes the best deal is the one you don’t do.

If any of these areas resonate, let’s talk.

We’d be happy to understand what’s happening in your business and explore how Cotidal can support your next step.

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