Know your margins. Fund your growth. Sell at the right price.
You decide on numbers that are current, you raise funding on your own terms, and the day you sell, you know what your business is worth before a buyer tells you. Both our partners take that on, for less than a full-time CFO costs you.
Sectors we work in
New
What is your company worth?
A value range in a few minutes, with no documents to supply, built on public market data.
- A few minutes
- No documents
- Your data is not stored by OCA
Fractional CFO
A partner takes responsibility for your finance function: the reporting and controls framework, the forecast, treasury, lender relationships and decision support. The engagement is sized to real need, from a few days a month to a full part-time role.
Four disciplines that build on the CFO work
Each one runs on its own or alongside the CFO engagement, on the same numbers and with the same point of contact.
Performance and growth
Margin by business line, cost base, three-year plan: we identify where margin is actually earned, and track it month by month.
Read moreFunding
Senior debt, private credit, equity, grant funding: we prepare the information pack, run a competitive process, and negotiate terms and documentation.
Read moreValuation
A defensible range, triangulated across methodologies and sector comparables, with the sensitivities that move it.
Read moreAcquisitions and succession
Buy-side or sell-side: we price the deal, test debt capacity, and run diligence through to signing.
Read moreEstablished owner-managed businesses
The bookkeeping is done but there is no finance function: the owner is taking decisions without consolidated numbers. We put the management framework in place, and we keep it running.
Growing startups
Financial plan, runway, and preparing the round: the data investors will ask for, produced before they ask for it.
Mid-market and family groups
One-off, high-stakes transactions: acquisitions, capital restructuring, succession. We come in alongside the team already there.
An engagement built in four stages
Review
We go through your accounts, your systems and your deadlines. You get a written note of what to deal with first.
Scoping
KPIs agreed, reporting pack designed, close calendar set and a twelve-month plan signed off with the owner.
Running it
Reporting on a fixed calendar, a monthly review, treasury kept current. The framework stays live and adjusts as variances appear.
Transactions
Funding, valuation, acquisition or succession, run on numbers that are already in place.
What the engagement delivers
fractional CFO engagements run since the firm was founded
of funding arranged, across senior debt, private credit and equity
monthly reporting turnaround, once the framework is running
From independent valuation through to completion.
A partial exit structured for the founders.
Case studies are anonymised.
A partner of the firm acts as your CFO on a part-time basis. They own the reporting, run treasury, prepare the decisions and represent finance to lenders and investors. You do not hire, and you do not carry the headcount.
The time commitment is agreed at scoping, from a few days a month to a weekly presence, then reviewed each quarter against your deadlines.
No. Your accountant produces the statutory accounts; we turn them into management information. We work with the firm already in place and put our requests through them.
The review is short and produces a written findings note. The ongoing work then sits on a monthly retainer, cancellable at short notice. One-off transactions are priced separately, against an agreed scope of work.
Yes. Funding, valuation, acquisitions and succession are part of what we do. We run the transaction alongside your legal and tax advisers.
Start with a review of your finance function.
A written note, and no obligation to go further. You will know what is missing, and in what order to deal with it.