MSMEs & Family Businesses
Virtual CFO, structuring, succession and compliance.
Overview
Owner-managed and family businesses often need finance support that grows with them. Our work for the sector covers virtual CFO services, project reports and CMA data for financing, structuring, succession planning and compliance.
Sector considerations
What matters in this sector
- 01Maintaining timely books and statutory compliance with a small team.
- 02Preparation of project reports and CMA data for credit applications.
- 03Structuring of the business across entities and generations.
- 04Cash flow and working capital visibility.
Relevant regulators