Numeritas

🎄 Merry Christmas from all of us at Numeritas! 🎄 As 2024 comes to a close, we want to take a moment to express our heartfelt gratitude to our clients, colleagues, and friends for another incredible year. We hope you enjoy the festivities and quality time with your loved ones. Here’s to reflecting on successes and looking forward to new opportunities in 2025! From all of us across the. team, we hope you have a wonderful Christmas ✨

🚀 Planning for exit? Be proactive, not reactive. Earlier this year, Stephen Aldridge was joined by Paul Lines for an episode of our podcast The Forward Thinking CFO. During the discussion he shared some invaluable insights on preparing your business for a potential exit and how early preparation is key to maximising value. 🔑 Key Takeaways: ✔️ Start Early: Don't wait for a sudden opportunity. Prepare 12-18 months in advance, even if you're not actively planning an exit. This allows you to get your business in prime shape, with all key building blocks in place. ✔️ Focus on Core Areas: Ensure you have everything from contracts to financial data organised and easily accessible. The more prepared you are, the easier it is for potential buyers to assess your business quickly. ✔️ Data and Financials Matter: Your financial model and historical data need to be clear, consistent, and easy for buyers to understand. It's worth investing in professional support to ensure your financial model is user-friendly and accurate. ✔️ Tact and Flexibility: The deal-making environment is evolving. It's no longer about quick, frothy auctions; now, it’s about bilateral deals with partners you know and trust. 🔎 Whether you’re preparing for an exit now or in the future, laying the groundwork ahead of time gives you a competitive edge when the time comes. Tune into the full episode for more insights from Paul Lines on how to navigate this crucial phase of your business journey. Link in the comments👇 #CFO #BusinessExit #BusinessStrategy #FinancialModelling #Leadership #MergersAndAcquisitions #ForwardThinkingCFO

🌍 Empowering Ocean Winds with Seamless Financial Consolidation Ocean Winds, a global leader in renewable energy, sought to unify financial processes across 34 legal entities spanning multiple geographies and complex ownership structures. By partnering with Numeritas, they implemented a tailored consolidation tool that has become integral to their financial operations. With improved clarity, scalability, and efficiency, Ocean Winds can now focus on driving growth and managing their expanding portfolio of renewable energy projects. Discover how our bespoke financial modelling solutions can transform your business: Read the full case study (link in the comments). #FinancialModelling #RenewableEnergy #Consolidation #CFO #Finance

🎙️ How does a financial auditor become a startup leader and fractional CFO? In our latest #TheForwardThinkingCFO episode, Stephen Aldridge sits down with Maria Ghibu, fractional CFO, entrepreneur, and non-executive director at the Chartered Institute of Internal Auditors. Maria shares her unique journey from Big Four auditor to guiding startups, offering valuable insights into growth strategy, governance, and innovation in complex sectors like robotics and biotech. Tune in to hear Maria and Stephen dive into: 🚀 Challenges of funding and scaling in the robotics sector 💡 Lessons in investor relations and operational strategy from founding her own startup 👥 The role of fractional CFOs in startup success and governance 🤖 How AI supports skilled professionals in the evolving audit field Whether you’re leading a startup, scaling a team, or shaping governance in emerging industries, this episode offers key takeaways for today’s finance leaders. Listen to the full episode here 🎧👇 https://lnkd.in/ev5H9Zsb #CFO #StartupFinance #Robotics #Governance #FractionalCFO #BusinessGrowth #FinanceLeadership #Podcast

It’s not just about value-add for PE investors; they expect you to know and manage your risks. The best way to do this? A high-quality financial model. A strong model doesn’t just show investors the numbers; it builds trust by giving them confidence that you’ve considered both the upside and the risks. If you’re preparing for PE investment, don’t leave it to guesswork - get the right model in place to make your case. Catch up on our recent webinar on what PE investors are looking for: https://lnkd.in/eWHWvXJs #PrivateEquity #FinancialModelling #BusinessGrowth #RiskManagement

🚀 Evaluating the ROI of Coaching: Insights from Jeremy Earnshaw In the latest episode of #TheForwardThinkingCFO podcast, Stephen Aldridge was joined by Jeremy Earnshaw, former CFO and founder of Clarendon Executive Coaching & Mentoring, to explore a common challenge in coaching and mentoring - how to measure the return on investment. Jeremy emphasises the importance of working closely with both the organisation and the individual to define how success will be measured. His solution? Regular check-ins and using his PASS model (progress against strategic success) to ensure the coaching stays aligned with its objectives and delivers tangible results. 🎧 Catch up on the full episode to discover how to maximise the ROI of coaching in your organisation: https://lnkd.in/eZMHNpH8 #FinancialModelling #DataStrategy #BusinessInsights #CFO #DataWarehousing #FinanceTransformation

Expanding into new markets isn't just about growth - it’s about smart financial management. In our latest 'Maximise Your PE Fund Return' webinar, Stephen Aldridge explains the critical role a financial model plays in managing cash flow and capital investment as your business expands. Whether you’re acquiring new businesses or opening branches, understanding the financial impact at every step is key to avoiding oversaturation and unexpected costs. Learn how to plan for sustainable growth and strengthen your investment strategy. Watch the full webinar on-demand now: https://lnkd.in/eqqUM-ZH #BusinessExpansion #PrivateEquity #FinancialModelling #GrowthStrategy #InvestmentStrategy

🚨 Last chance to register: ‘Many M&A deals are value killers. Don’t make yours one of them.’ Tomorrow at 12pm, join our webinar with Stephen Aldridge to learn how to create a robust M&A model that unlocks value and avoids pitfalls. Key insights will include: - Why companies engage in M&A - Key differences in M&A models - What to expect from an acquisition model - Structuring a future-proof M&A mode Break free of the M&A guessing game. A custom-built model provides you with clarity to make crucial, informed decisions. Don’t risk your M&A success. Sign up now: https://lnkd.in/ehzekisW #MergersAndAcquisitions #Mergers #Acquisitions #MA #CorporateFinance #FinancialModeling #FinancialModels #FinancialAnalysis #Finance #DataDriven

⏳ Only one week left to register: ‘Many M&A deals are value killers. Don’t make yours one of them.’ Join Stephen Aldridge next week for our latest webinar on modelling for M&A. Learn how to avoid costly mistakes and make confident decisions. 📆 Wednesday, October 30th at 12 PM 🔗 https://lnkd.in/ehzekisW Key topics include: - The motivations behind M&A - Distinctions between M&A and traditional models - Structuring models for the future - Strategies for navigating limited information Space is limited. Don’t miss out. #MergersAndAcquisitions #Mergers #Acquisitions #MA #CorporateFinance #FinancialModeling #FinancialModels #FinancialAnalysis #Finance #DataDriven

Acquisition accounting is not straightforward. If you’re responsible for leading high-stake M&A deals for your organisation, you will know CFOs constantly face issues when working on M&A deals due to limited target information needed to evaluate deals early in the process. Making the wrong call on an acquisition can have severe implications on the deal. Financial modelling can be your powerful ally in this process. A well-constructed acquisition model will provide you with clarity to make assured decisions. Join us on 30th October at 12pm for our latest webinar, ‘Many M&A deals are value killers. Don’t make yours one of them’, hosted by Managing Director, Stephen Aldridge. Discover how a professionally built M&A model can empower you to confidently assess deals, avoid overpayment, and unlock true value. In addition you’ll learn: 🔍 Why companies engage in M&A ⚖️ Key differences in M&A models 📈 What to expect from an acquisition model 🛠️ Structuring a future-proof M&A model 📊 Strategies for navigating limited information 💰 Essential financing fundamentals Don’t settle for guesstimates. A powerful, custom-built model empowers you to make informed decisions, secure the best deals, and propel your organisation forward. Secure your spot today: https://lnkd.in/ehzekisW #MergersAndAcquisitions #Mergers #Acquisitions #MA #CorporateFinance #FinancialModeling #FinancialModels #FinancialAnalysis #Finance #DataDriven