Finance support that gives growing businesses clearer control and better decisions.
Oppenheim Advisory supports UK leadership teams that need stronger reporting, tighter planning, better commercial judgement, and credible preparation for growth, funding, or exit without rushing into a full-time finance director hire.
Where support usually starts
Most engagements begin when finance needs to become more proactive.
Financial control and cash flow
Where most engagements begin: cash feels tight or the numbers arrive too late, and you want visible progress within the first month.
Growth planning and funding
The business is growing faster than its numbers: you need forecasts, funding readiness, and a plan you can steer by.
Exit and sale readiness
You are thinking about selling your business in the next few years and want the price to reflect what you have built.
9
Core service lines
Across reporting, planning, governance, commercial finance, and transaction support.
30+
Years of senior finance experience
Hands-on leadership across growth businesses, operational change, and exit preparation.
UK
Delivery footprint
Based in Maidenhead with active work across Berkshire, London, the South East, and beyond.
Start with the finance priorities that matter most right now.
Businesses rarely need every service at once. The most effective support comes from matching a small number of high-impact finance disciplines to the pressure points that are holding decisions back.
The groups below reflect how most engagements are structured in practice: stronger financial visibility, sharper commercial and board support, or focused preparation for a funding or exit event.
Best when
Financial control and cash flow
Build clearer reporting, tighter cash discipline, and sharper commercial decisions grounded in live financial reality.
Typical trigger
Where most engagements begin: cash feels tight or the numbers arrive too late, and you want visible progress within the first month.
Best when
Growth planning and funding
Turn ambition into a financial roadmap: 12-month forecasts, funding readiness, and expansion planning with senior oversight.
Typical trigger
The business is growing faster than its numbers: you need forecasts, funding readiness, and a plan you can steer by.
Best when
Exit and sale readiness
Prepare the business for sale, reduce deal friction, and manage diligence or execution with a steadier finance lead.
Typical trigger
You are thinking about selling your business in the next few years and want the price to reflect what you have built.
Nine service lines, organised to be easier to scan.
Each service page goes into more detail. This overview is designed to help you identify which capabilities are most relevant first, then move quickly to the pages that match your priorities.
Growth Planning Services
FlagshipFinancial planning for ambitious growth: 12-month forecasts, funding readiness and monthly management accounts to scale with confidence.
Exit Planning Advisory Services
FlagshipStrategic exit planning services to maximise your business value and achieve a successful sale. Expert guidance through trade sales, EOTs, and MBOs.
Cash Flow Management Services
ServiceExpert cash flow management and forecasting services to optimise working capital and ensure financial stability for your growing business.
Management Reporting Services
ServiceTransform your financial data into actionable insights with comprehensive management reporting that drives better business decisions.
Budgeting and Forecasting Services
ServiceStrategic financial planning through robust budgeting and rolling forecasts that drive accountability and enable confident decision-making.
Exit Process Management
ServiceExpert guidance through every stage of your business sale, from buyer negotiations to completion. Maximise value while minimising stress and disruption.
Geographic Expansion Services
ServiceStrategic financial guidance for international expansion. Establish operations in new markets with proper financial infrastructure, compliance, and control.
Commercial Finance Services
ServiceDrive profitability through strategic pricing, contract negotiation, and commercial analysis. Make better business decisions with financial rigour.
Financial Due Diligence
ServiceRigorous financial due diligence for buyers, sellers, and investors. Buy-side, sell-side, and vendor DD delivered by a senior Fractional Finance Director with 30+ years of UK M&A experience.
Senior finance support led by Lak Sidhu.
Lak Sidhu brings more than 30 years of finance leadership across management reporting, commercial improvement, international expansion, diligence, trade sales, and Employee Ownership Trust exits. That experience helps clients focus quickly on the work that improves control, confidence, and value.
Board-level judgement
Practical support for owners and leadership teams making commercially important decisions.
Transaction experience
Hands-on support through diligence, trade sales, EOTs, and exit preparation.
Flexible engagement
Ongoing fractional support or focused project work, shaped around the business stage.
Relevant case studies behind the service offer.
B2B Marketing & Media Agency
B2B Agency Growth and EOT Exit
B2B Marketing & Media Agency
How Oppenheim Advisory transformed a UK B2B marketing agency through operational improvements and prepared it for an Employee Ownership Trust exit.
Enigma Marketing Services
Enigma Marketing Trade Sale
B2B Technology Marketing Agency
How Oppenheim Advisory guided Enigma Marketing Services through a UK trade sale to a US media agency, managing diligence across jurisdictions. Learn more.
Next step
Need a clearer finance function, not more noise?
Book a practical conversation about the bottlenecks today, which services matter most, and how support should be structured for the business.
Frequently Asked Questions
What services are typically included in fractional CFO support?
Typical support includes management reporting, budgeting and forecasting, cash flow management, commercial decision support, board-level guidance, exit planning, and transaction support. The exact scope depends on whether the priority is better control, faster growth, or preparing for a funding or exit event.
How do you structure finance director services for growing businesses?
Engagements are usually structured around the business stage and the intensity of support required. Some clients need regular ongoing input across reporting, cashflow, and board support, while others need focused project work around pricing, international expansion, diligence, or exit readiness.
Which services are most valuable before a sale or investment process?
Before a sale or investment process, the highest-impact areas are usually management reporting, budgeting and forecasting, cash flow discipline, exit planning, and due diligence preparation. These reduce surprises and help present the business more credibly to buyers, lenders, or investors.
Do you only work with businesses in Berkshire and London?
No. Oppenheim Advisory is based in Maidenhead and works across Berkshire, London, the South East, and more broadly with UK businesses. Support can be delivered through a mix of on-site meetings and remote work depending on the engagement.