Author Archives: Matt Smith

Case study: Financial forecast model for e-commerce company

The Client This Isosceles client is an established e-commerce company based in East England. They employ 25 staff and have a turnover of around £9 million. Their primary product offering is high-quality and stylish appliances personalised to fit their clients’ interior design requirements. This ambitious client plans to grow and expand their market reach.   The Requirement The client had limited internal finance resources and required a financial forecast model for … Continue reading →

Interim CFO for buy-and-build company to support rapid growth

The Client This investor-backed company is using a buy-and-build strategy to rapidly grow in its sector by acquiring a number of owner-managed businesses. The Requirement The pace of acquisition for this buy-and-build company is high. With three transactions close to completion, their immediate requirement was interim CFO support and a right-hand person for the CEO to get the transactions across the line. Additionally, to support the budgeting and forecasting process … Continue reading →

Financial forecasting support for start-up needing investment

The Client This Isosceles client is a start-up in the defence sector. It develops systems to protect users and equipment, mainly for the UK but also for some NATO countries. It is currently pre-revenue but aims to grow significantly in the next five years.    The Requirement Ready for more cash funding via loans and investment, this client approached Isosceles for support from a fractional CFO to get them investment-ready. They … Continue reading →

Introduction to iFD Community webinar 20th September 2024

Isosceles Finance is delighted to announce that its next iFD Community webinar is set for Friday, 20th September, at 1 p.m. This webinar supports iFD’s continued drive through 2024 to add to its already-expanding team of friends, associates and employees. Come and join the iFD Community The iFD Community is a network of highly effective portfolio FDs and CFOs that support a rapidly growing portfolio of entrepreneurial clients. Joining the … Continue reading →

Medical Devices Company turns to iFD for investment preparation

As the business prepared for investment, the focus turned to strengthening investor confidence through enhanced financial clarity and structure. This work ultimately supported the company in securing an additional cash injection from existing investors, positioning it for continued growth. The Client This early-stage pre-revenue medical devices company has worked intensively alongside clinicians, engineers and scientists over the last 10 years to deliver high-performance, cost-effective medical device technology that meets the … Continue reading →

Case Study: CFO Mentoring for ambitious technology company

The Client This technology company has a strong position in the market. From its base in the South of England, it employs over 300 staff and has over £100 million turnover.   The Requirement This client’s newly promoted CFO approached Isosceles for mentoring and coaching. While she had been in the business for some time in various finance roles, she wanted an experienced hand to help her transition into this … Continue reading →

Sheffield Accounting Graduate Open Day 20th March.

What?  Accounting Graduate Day, open to all university students graduating this year who are considering a career in accounting When? Wednesday 20th March, 3:00 pm -to 5:00 pm. Where? Second Floor Offices, New Oxford House, Barkers Pool, Sheffield, S1 2HB (this is an in-person event at our Sheffield offices) Followed by drinks at Manahatta! Please come and Join Us For the Isosceles Finance Graduate Open Day at our offices in … Continue reading →

Isosceles opens Sheffield office with The Northern Powerhouse

Isosceles Opens Sheffield Office: Isosceles Finance was delighted and honoured that Henri Murison, Chief Executive at The Northern Powerhouse Partnership, opened our new office in the heart of Sheffield’s city centre in December 2023.  Follow us on X, LinkedIn, and Facebook.  Sheffield is the perfect base for Isosceles expansion to the North of England Thirteen years ago, Isosceles came to Sheffield with the help of Creative Sheffield, the city’s economic … Continue reading →

British Business Bank: What’s ahead for scaling businesses in 2024

Isosceles has worked with investor-backed businesses for over 20 years, and many of our clients have benefitted from programmes backed by the British Business Bank but were unaware of the Bank’s involvement. We were, therefore, delighted to welcome Tracy Sherratt and Dr Sophie Dale-Black from the British Business Bank to our recent iFD Community event to explain the work of the UK’s most influential business bank and introduce us to some of the funding options … Continue reading →

R&D Tax Relief has changed: What does that mean for CFOs?

The R&D tax incentives landscape has changed significantly for accounting periods beginning on or after 1 April 2024.  At a previous iFD Community event, we provided an update on the 2023 scheme changes and a view of the further changes proposed by HMRC for 2024 and beyond. Following the Chancellor’s Autumn Statement on 22 November 2023, the government concluded its review of R&D tax reliefs with the announcement of the … Continue reading →

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