ADVISORY BOARD LEADERSHIP

Business professionals discuss manufacturing data in a modern meeting room.

Strong governance and decision‑making are critical as organisations grow, evolve or face material change. An effective advisory board, properly chaired provides structure, discipline and perspective without slowing the business down.

What this service includes

Independent Chair or Advisory Board Chair roles
Advisory board establishment and refresh
Board cadence, agendas and decision frameworks
Strategy facilitation and strategic planning cycles
Board effectiveness and governance reviews

When to engage

This service is typically engaged when:

An owner managed business is entering a new phase of growth
Governance has not kept pace with scale or complexity
External capital, investors or lenders are involved
The business is facing transition, succession or restructuring

Outcome

Owners maintain control while gaining:

Clearer decisions
Stronger governance; and
A board environment that adds value.

CFO & FINANCIAL ADVISORY (FCPA)

Business team discussing data with charts and graphs on a laptop and documents.

How We Work

Financial clarity underpins confident decision‑making. This service provides CFO‑level insight and discipline to support boards and executives without the overhead of a full‑time appointment.

What this service includes

Board‑ready financial reporting and packs
Budgets, forecasts and scenario modelling
Cashflow and working capital management
Capital strategy and funding support
Investor and lender engagement support

How it helps

Improves visibility and confidence in numbers
Strengthens board and stakeholder conversations
Supports informed strategic and capital decisions

Typical engagements

Step‑in or part‑time CFO support
Support during growth, transition or restructuring
Financial leadership for complex or capital‑intensive operations

GOVERNANCE, RISK & DUE DILIGENCE

Businessman drawing rising financial graphs and pie chart over world map background.

As organisations grow or transact, governance and risk must evolve. This service focuses on fit‑for‑purpose frameworks that protect value without creating unnecessary complexity.

What this service includes

Governance frameworks and delegations
Risk identification and risk registers
Assurance mapping and oversight structures
Buy‑side and sell‑side due diligence support
Transaction readiness and red‑flag reporting

When this matters most

Preparing for investment, acquisition or divestment
Operating in regulated or asset‑intensive environments
When boards require greater assurance and visibility

Outcome

Improved risk oversight, stronger transaction outcomes and confidence for boards, investors and stakeholders.

JPC CEO & CFO - Advisory Services

How We Work

Engagements are structured to suit the organisation’s needs and stage of development. JPC CEO & CFO Advisory works alongside owners, boards and executives in a practical, disciplined and confidential manner.

Clear scope and expectations
Direct access to senior capability
No unnecessary layers or complexity
Focused on outcomes and decision quality

Owner-Led Advisory
All engagements are led by Jerome Coleman, FCPA, Director of JPC CEO & CFO Advisory.
Clients engage with a senior practitioner who has sat at the table as a CEO, CFO and Chair, who understands the realities of business.

How Fees Are Structured

Advisory Board & Director Roles

Independent Chair and Advisory Board engagements are typically structured on a monthly retainer. This reflects the ongoing nature of the role, which commonly includes:

Board and advisory meetings
Preparation and agenda setting
Ongoing counsel to the Chair, CEO or owner
Strategic input between meetings as required

Retainers provide certainty for both parties and ensure continuity, discipline and availability.

Part‑Time CEO & CFO Advisory Services

Part‑time CEO and CFO advisory services are also generally structured on a monthly retainer or project based, aligned to the agreed scope of work. Most emerging and scaling SMEs typically require:

One day per month, or
One day per week,

depending on complexity, growth stage and governance maturity. This level of engagement is often sufficient to deliver the heavy lifting required for:

Budgeting and financial planning
Forecasting and scenario analysis
Strategic planning and execution support
Board and stakeholder reporting
Supporting the CEO through growth and transition

The objective is to provide senior capability at the right scale, without the cost or rigidity of a full‑time appointment.

Due Diligence & Transaction Support

Due diligence and transaction‑related engagements are generally structured on a fixed‑fee basis. This approach provides clarity around scope, deliverables and cost, and is typically used for:

Buy‑side or sell‑side due diligence
Transaction readiness and red‑flag reviews
Financial and commercial analysis
Data room preparation and support

With support from our Partners JPC Advisory has subject matter experts ready to assist. We agree fees upfront, based on the nature, scale and period of the engagement.

FEES & ENGAGEMENT STRUCTURE

JPC CEO & CFO Advisory engagements are bespoke, reflecting the specific needs, complexity and stage of each organisation. Fees are structured to provide clarity, flexibility and value — without unnecessary overhead. Please call for a confidential discussion.

ADVISORY BOARD LEADERSHIP

What this service includes

When to engage

Outcome

CFO & FINANCIAL ADVISORY (FCPA)

How We Work

What this service includes

How it helps

Typical engagements

GOVERNANCE, RISK & DUE DILIGENCE

What this service includes

When this matters most

Outcome

JPC CEO & CFO - Advisory Services

How We Work

How Fees Are Structured

Advisory Board & Director Roles

Part‑Time CEO & CFO Advisory Services

Due Diligence & Transaction Support

FEES & ENGAGEMENT STRUCTURE

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