Corporate Finance & Strategy
CFO & Strategic Finance Advisory
USD 4,500 / month
Senior finance perspective on the business's biggest decisions, without carrying a full-time CFO.
What we'll review
- Financial strategy and capital structure
- Board and investor reporting
- Major decisions under consideration
- Financial function maturity
Deliverables
- Strategic finance review
- Monthly senior advisory session
- Board-ready reporting support
Engagement process
Six steps, start to deliverable
- 01SelectChoose the advisory package that matches your requirement.
- 02PayComplete payment for the monthly engagement.
- 03QuestionnaireComplete the secure client questionnaire.
- 04UploadUpload the supporting financial and commercial documents requested.
- 05ReviewVEXTERS conducts the advisory review.
- 06DeliverableReceive the agreed report, model, assessment or advisory output.
Important information
- Turnaround
- 20 business days from questionnaire and document submission.
- Renewal
- A monthly subscription that continues until you cancel. Nothing is charged automatically: seven days before each renewal we email the invoice, with reminders until it's due, and the next month begins when you pay it. Cancel any time from your client profile before the next month starts — the current month is not refunded.
- Exclusions
- Scope is limited to the review and deliverables stated on this page. Work outside that scope — additional entities, periods, or a materially changed brief — is agreed separately before it begins.
- Required documents
- Latest audited financial statements or management accounts
- Trial balance and general ledger detail, where available
- Existing business plan or forecast, if one exists