Chiltern Advisory

Services

CFO leadership built around where your business is going, not just where it has been.

Chiltern Advisory is hired to support Boards' delivery of — capital strategy, value creation, M&A and investor confidence — and brings the forecasting, reporting and operational discipline that make the strategy credible.

Capabilities

From boardroom strategy down to the ledger.

Boards hire Chiltern for the work at the top of this stack — capital, value creation, M&A. The tiers beneath it are included on the same engagement, because strategy without reliable numbers and a working operating cadence is just a slide.

01 — Strategic leadership

Why a CFO at this level pays back

  • CFO partner to the CEO, founders and Chair
  • Long-range plan and value-creation thesis
  • Capital allocation and portfolio prioritisation
  • Board composition, cadence and decision quality
  • Scenario planning and downside protection

02 — Capital & transactions

Money in, money out, money realised

  • Equity raise: thesis, model, data room, narrative
  • Debt and refinancing strategy
  • Buy-side: target screening, diligence, integration
  • Sell-side and exit readiness, vendor due diligence
  • Investor relations, covenant and lender management

03 — Value creation

Where finance and operations meet

  • Pricing, packaging and discount governance
  • Unit economics, cohort and retention analytics
  • GTM productivity and cost-to-serve
  • Working capital and cash conversion
  • Operating model design and accountability

04 — Foundations

The machinery a serious business needs

  • Management accounts and Board pack
  • 13-week cash and rolling forecast
  • FP&A, KPIs and management reporting
  • Controls, policies, audit and tax
  • AP / AR automation and finance-team build

Engagement models

Fractional CFO — core offer

A senior CFO, two to four days a week

Chiltern's core engagement. A strategic finance partner to the CEO, founders and Board — shaping capital strategy, value creation and the path to the next round or exit. The forecasting, reporting and finance machinery run underneath, led by the same operator. When the issue is operational, COO depth is included — not billed as an extra.

  • Strategic finance partner to CEO and Board
  • Capital strategy, fundraise and exit readiness
  • M&A: buy-side diligence and sell-side preparation
  • Integrated financial model with scenario and stress-testing
  • Unit economics, pricing and margin architecture
  • Investor relations and Board / shareholder reporting
  • Operating cadence: forecast, cash and KPI pack
  • Finance foundations: controls, audit, tax, team build
  • Embedded COO depth on operational issues

CFO-led diagnostic sprint

2–6 week review of cash, margin and growth

A fixed-scope, CFO-led diagnostic for boards, founders and sponsors who want an evidenced point of view before committing to a longer engagement. Produces a 90-day plan and a candid recommendation on whether deeper work is warranted.

  • Commercial, operational and financial review
  • Interviews with leadership and front line
  • Quantified opportunity sizing
  • Board-grade write-up and 90-day plan

Value-creation programme

18–24 month engagement for PE-backed and founder-led businesses

For value-creation plans, founder-to-CEO transition or carve-outs. A four-move playbook covering motion, expansion, telemetry and cadence — installed, not just advised.

  • 90-day plan and operating model
  • Sales productivity uplift (target 20–30%)
  • Investment governance and capital discipline
  • Successful handover to leadership team, to ensure continuity

Cadence

2–4 days / week

Typical fractional engagement

Horizon

6–24 months

Founder-transition or value-creation

Mandate

CEO & Board

Strategic CFO partnership

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