Our services to both Businesses and Family Offices
utilise fractional CFO advisory services Today
Get the help you need with EDIFI Partners
EDIFI Partners is an operator, as well as an advisor. We can demonstrate having been at the “coal-face” of organisations, during both the good and the challenging times, dealing with strategic as well as operational issues
We are a seamless bridge between yourselves and 3rd party advisors, well versed in the myriad of operational issues that any business can encounter
Our team brings local combined with global expertise, having operated in multiple jurisdictions around the world, building businesses, global teams and dealing with multiple tax and legal jurisdictions
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Do you need a fractional CFO? Schedule a call today, to learn more about our advisory services and how we can help you achieve your goals.
Services to start-up's (revenues: $0-$10m)
Financial Modelling
Cash Flow/Working Capital
Cash Flow/Working Capital
- Initial budgeting and forecasting
- Scenario planning
- Client profit contribution analysis
- Fundraising support (investor decks, financial models)
Cash Flow/Working Capital
Cash Flow/Working Capital
Cash Flow/Working Capital
- Cash flow control & Cash burn management
- CAPEX planning
- Initial Tax planning
- Initial transfer pricing support
Performance Management
Cash Flow/Working Capital
Transaction & Growth Support
- KPI dashboards, margin analysis
- Board & investor reporting
Transaction & Growth Support
Transaction & Growth Support
Transaction & Growth Support
- Expansion planning (new products/markets, subsidiaries)
- Margin growth strategies
Systems & Controls
Transaction & Growth Support
Systems & Controls
- Initial finance function setup (starter finance systems, expense/payment management, payroll)
- Internal controls
SERVICES TO SME'S (REVENUES: $10-$50M)
Financial Modelling
Cash Flow/Working Capital
Financial Health Checks
- Robust budgeting and forecasting
- Scenario modelling, sensitivity analysis
- Fundraising support (investor decks, financial models)
Financial Health Checks
Cash Flow/Working Capital
Financial Health Checks
- Exit readiness assessment
Cash Flow/Working Capital
Cash Flow/Working Capital
Cash Flow/Working Capital
- Liquidity management & planning
- Vendor/customer payment strategies
- Tax planning/execution
- Transfer pricing support
Performance Management
Transaction & Growth Support
Cash Flow/Working Capital
- KPI dashboards, business unit analysis, client/project margin analysis
- Board & investor reporting
Transaction & Growth Support
Transaction & Growth Support
Transaction & Growth Support
- Expansion planning (new products/markets, subsidiaries).
- Margin growth strategies
Systems & Controls
Transaction & Growth Support
Transaction & Growth Support
- Finance function development (ERP evolution, reporting tools)
- Risk management, internal controls, compliance
SERVICES TO growth companies (REVENUES: $50M+)
Financial Modelling
Cash Flow/Working Capital
Financial Health Checks
- Strategic planning, budgeting, and forecasting
- Fundraising support (investor decks, financial models)
Financial Health Checks
Cash Flow/Working Capital
Financial Health Checks
- Exit readiness assessment & action plan
- Finance Function assessment
- Quality of Earnings assessment
Cash Flow/Working Capital
Cash Flow/Working Capital
Cash Flow/Working Capital
- Liquidity management, treasury oversight
- Group tax planning and execution
- Multi-market transfer pricing support
Performance Management
Transaction & Growth Support
Cash Flow/Working Capital
- KPI dashboards, business unit analysis, client/project margin analysis
- Board & investor reporting
Transaction & Growth Support
Transaction & Growth Support
Transaction & Growth Support
- M&A readiness, due diligence support
- Expansion planning (new products/markets, subsidiaries)
Systems & Controls
Transaction & Growth Support
Transaction & Growth Support
- Finance function evolution (leadership, FPA and cash management reporting tools).
- Risk management, internal controls, compliance
SERVICES TO Family Offices
Financial Administration
Financial Administration
Financial Administration
- Cash Flow Management across Family Entities
- Expense tracking, Budgeting
- Finance automation/systems
- Back-office professionalisation
Consolidated Reporting
Financial Administration
Financial Administration
- Holistic view of assets/asset classes (businesses, investments, real estate, collectables etc.)
- Transparent performance reports across multiple entities
Governance & Oversight
Financial Administration
Legacy & Succession Planning
- Setting up governance frameworks and decision processes
- Family charters, board/advisory structures
Legacy & Succession Planning
Legacy & Succession Planning
Legacy & Succession Planning
- Structuring trusts, estate planning guidance. Succession planning
- Education & involvement of next-generation
Investment Oversight
Legacy & Succession Planning
Investment Oversight
- Reviewing asset allocations & performance
- Risk management & diversification insights
Cost and Operational Optimisation SERvices
Digital Dashboards & Automation
Digital Dashboards & Automation
Digital Dashboards & Automation
- Timely reporting (e.g. PowerBI for businesses, Masttro for Family offices).
- Process automation tools for Accounts Payable/Receivable, Period End etc
Value enhancement/protection
Digital Dashboards & Automation
Digital Dashboards & Automation
- Cost benchmarking
Global Reach
Independent stewardship
Independent stewardship
- Cross-border structuring, tax-planning co-ordination, transfer pricing
- Multi-currency Reporting & FX management
Independent stewardship
Independent stewardship
Independent stewardship
- Neutral, trusted partner sitting between founders/family members and advisors
- Aligning decisions with long-term goals, not short-term operational objectives