Consulting Studio
The consulting studio is an essential partner for businesses, providing end-to-end, project-based consulting specialising in Strategy, Finance Advisory and AI & Automation.
Acting as trusted advisors, we empower businesses to overcome challenges and capitalise on opportunities with best-in-class solutions to achieve their objectives.
Strategy
At Carter Seven we are well positioned to help you achieve long-term sustainable success, which aligns with your capabilities, systems and value proposition.
- A focus on long-term viability and stability
- An approach to growth that is holistic, intentional and strategic
- Aligning growth initiatives with existing capabilities
Some companies adopt a scattered approach, attempting to pursue growth in multiple areas simultaneously, involving entering different markets, launching various products and implementing diverse growth strategies. The consequences are that growth strategies often lead to a dispersion of resources allocated across a broad spectrum.
We create growth strategies that encourage the importance of specialized focus, carefully selecting and prioritizing initiatives that align with a company’s strengths, delivering a clear customer value proposition, and seeking out market opportunities.
Finance Advisory
The Chief financial officer role is dynamic and evolving, underpinned with strategy and complexities in a fast-paced business environment.
At Carter Seven, we have in-depth experience and a practical understanding of the challenges and opportunities encountered in real-world financial leadership. When you need project-related financial guidance or leadership, our CFO Advisory services manage all aspects of your financial department. Our fully customized service ensures that whatever your needs, you get the expertise to achieve your goals.
Our CFO advisory service is designed to work directly with business owners and investors, encompassing a wide range of financial management and strategic support functions tailored to meet the needs of each business. These services help companies optimize their financial operations and make informed strategic decisions.
Strategic Finance
Transaction Support
- Mergers and Acquisitions (M&A): Providing due diligence, valuation, and integration support.
- Divestitures and Recovery: Assisting with the sale, separation or transformation of business units.
- Fundraising: Support in exploring various strategies for securing funding through diverse financial opportunities.
Financial Management
- Long-Term Financial Strategy: Developing strategies to achieve long-term financial objectives.
- Capital Structure Optimisation: Advising on the best mix of debt and equity financing.
- Growth Strategy: Identifying and evaluating opportunities for expansion, mergers, and acquisitions.
Investor Relations
- Communication Strategy: Developing strategies for communicating with investors and stakeholders.
- Financial Reporting: Preparing and presenting financial information to investors.
- Investor Meetings: Organizing and participating in investor meetings and roadshows.
Finance Operations
Financial Planning and Analysis (FP&A)
- Budgeting and Forecasting: Developing detailed financial plans and forecasts.
- Variance Analysis: Analysing differences between planned and actual financial performance.
- Scenario Planning: Creating financial models to assess the impact of different business scenarios.
Performance Management and Compliance
- Regulatory Compliance: Ensuring compliance with financial regulations and reporting requirements.
- Financials Preparation: Assisting with the preparation and presentation of financial statements and management accounts.
- Internal Controls: Implementing and monitoring an effective internal controls framework.
Cash Flow Management and Working Capital
- Cash Flow Forecasting: Predicting future cash flows to ensure liquidity.
- Working Capital Management: Optimising the management of receivables, payables, and inventory.
- Treasury Management: Managing the company's cash, investments, and financing.
Finance Optimisation
Operational Efficiency
- Cost Reduction: Identifying and implementing cost-saving opportunities.
- Process Improvement: Streamlining financial processes for better efficiency.
- Performance Metrics: Developing and tracking key performance indicators (KPIs).
Technology and Systems
- Financial Systems Implementation: Advising on and implementing financial software and ERP systems.
- Data Analytics: Leveraging data analytics to improve financial decision-making.
- Cybersecurity: Ensuring the security of financial data and systems.
Risk Management
- Risk Assessment: Identifying and evaluating financial risks.
- Risk Mitigation Strategies: Developing strategies to mitigate identified risks.
- Internal Controls Review: Evaluating existing internal controls to ensure they are effective in safeguarding assets and preventing fraud.
AI & Automation
Our systems and processes automation service is designed to help businesses identify areas where manual processes can be automated using AI tools, ultimately improving efficiency and reducing operational costs.
By reviewing your current systems, we tailor AI-driven solutions that streamline tasks and enhance overall performance.