Strategic Advisory · Financial Intelligence

Big-company finance discipline,
sized for an SME.

Hands-on senior finance leadership paired with the ValueAmp financial intelligence platform — bridging the management-information gap simply, cost-effectively and value-adding.

£100m+  combined enterprise value
16+  projects · 6 sectors · 3 countries
UK-based  Manchester & North West
Sectors served Manufacturing & Engineering Professional Services Building Control & Construction Technology & Telecoms PE Portfolio
The Problem

Most SMEs run on numbers they can't fully trust.

In owner-managed and SME businesses, financial control, governance, reporting and analysis are too often weak — leaving leaders making big decisions on incomplete data, late information and gut instinct. The cost shows up in margin leakage, cash surprises, and missed opportunities.

Weak financial control

Manual processes, spreadsheet sprawl, late month-ends. Numbers arrive too slow to act on, and the people who need them don't trust them.

Light governance & reporting

No consistent monthly reporting cadence. Board packs built ad-hoc on demand. Hard to compare period-on-period or surface real trends.

Reactive decisions

KPIs unclear. Drivers and margins not properly understood. No 13-week cash, no rolling forecast — and decisions made on instinct rather than data.

Our Solution

Strategic advisory + a financial intelligence platform.

Almost every competitor does one or the other. Reporting tools give you dashboards but no interpretation. Fractional CFOs give you advice but you still run your own (usually weak) reporting. ValueAmp combines both, configured to your business, for one predictable monthly fee.

01

Strategic Advisory

Hands-on senior finance leadership — fractional CFO, board support, transformation delivery. Decades of SME, OMB and PE-backed experience.

  • Strategic financial review & diagnostic
  • Board attendance & senior decision support
  • Vendor due diligence & transaction readiness
  • Post-merger integration & transformation
  • Acquisition strategy & negotiation support
02

Financial Intelligence Platform

Live financials, KPIs, cash and forecasts in one place. Connected directly to Xero, Sage or MS Dynamics. Configured to your reporting lines, your KPIs, your structure.

  • Live management financials & P&L
  • KPI scorecards & bespoke dashboards
  • 13-week cash forecast & scenario modelling
  • Three-way budget & rolling forecast builder
  • Live business valuation analytics
The Platform

Eight modules. One source of truth.

Designed by finance professionals, for finance professionals — and the boards that depend on them. Connected directly to your accounting system. Configured to how your business actually thinks.

01

Overview Dashboard

Revenue, GP, EBITDA, cash at a glance. One screen, real-time business pulse.

02

Monthly Financials & P&L

Full P&L with EBITDA bridge. Month-by-month actuals. Prior year compare at a click.

03

KPI Scorecard

Financial and operational KPIs in one place. GP%, EBITDA margin, debtor days, ROCE.

04

Budget & Forecast

Actuals vs budget vs forecast. Clear variances. Monthly or YTD view.

05

13-Week Cash Forecast

Rolling weekly cash position. Lowest point flagged. No more cash surprises.

06

3-Way Integrated Forecast

P&L, balance sheet and cashflow linked and projected. Bank-ready.

07
?

Scenario Modelling

Downside, base and upside cases — full P&L impact instantly.

08

Live Business Valuation

Live indicative EV from your EBITDA × multiple. Watch it grow deliberately.

Our Approach

The ValueAmp Journey — from Value X to Value Y.

A structured, five-stage path to enterprise value amplification. Plug in at any stage — most clients start at Discovery and engage us through the full lifecycle.

01

Discovery

Diagnose & score. Comprehensive financial review across five dimensions. Output: your Value X.

02

Foundations

Stabilise & improve. Standardised reporting, planning, cash and 90-day sprints. 12–24 months.

03

Transform

Optimise operations. Functional partnering: AI & automation, cost reduction, revenue assurance. 36–60 months.

04

Accelerate

Maximise value. EBITDA growth, multiple expansion, organic and inorganic. Investment readiness.

05

Realise

Value realisation. Vendor DD, exit strategy, structured funding, post-merger integration. Your Value Y.

Why ValueAmp

Built for the gap between accounting software and a £100k CFO.

The market gives you reporting tools that produce pretty PDFs but no interpretation, or fractional CFOs who give advice but leave you to run your own (often weak) reporting. We do both, configured to your business, for one predictable monthly fee.

Capability
ValueAmp
Reporting tool
(Fathom, Spotlight…)
Day-rate CFO
(Fractional firms)
Doing it yourself
(Excel + Xero)
Live management dashboards
Configured to your reporting lines & KPIs
Generic templates
If you build it
Senior finance leadership
✓ Iain & Ben
Predictable monthly subscription
✓ From £295/mo
£600–£1,400/day
Bespoke board pack & reporting
Off-the-shelf
If they build it
If you build it
Built for SME / OMB scale
Accountant-led
London & PE focus
Who It's For

Built for ambitious leaders of growing businesses.

Whether you're an owner-manager who needs to professionalise the finance function, a PE-backed CFO under reporting pressure, or a board preparing for transaction — ValueAmp meets you where you are.

OMBs

Owner-managed businesses ready to professionalise finance and unlock value.

SMEs

Growth-stage companies, typically £2m–£50m turnover, scaling reporting maturity.

PE-Backed

Portfolio companies needing investor-grade reporting and value-creation rigour.

PLCs

Listed and pre-IPO businesses requiring board-level analytics and consolidation.

Pricing

Three tiers. One predictable monthly fee.

Pricing scales with the depth of advisory and analytics you need. All tiers include the live platform connected to your accounting system, configured to your business. Onboarding to first clean accounts in 90 days.

Core

Live financials, KPIs and bespoke reporting

£295 /month
Onboarding from £1,500
  • Overview Dashboard
  • Monthly Financials & P&L
  • KPI Scorecard
  • Configured to your reporting lines
  • Xero / Sage / Dynamics integration
  • Quarterly review with Ben or Iain
Book a demo
Most popular

Insight

Add forecasting, scenarios & cash visibility

£595 /month
Onboarding from £3,000
  • Everything in Core
  • Budget & Forecast Builder
  • 13-Week Cash Forecast
  • 3-Way Integrated Forecast
  • Scenario Modelling
  • Monthly review with Ben or Iain
  • Board pack support
Book a demo

Intelligence

Full advisory + valuation analytics

£1,200 /month
Onboarding from £5,000
  • Everything in Insight
  • Live Business Valuation
  • Multi-entity consolidation
  • Bi-weekly senior advisory
  • Strategic Financial Review
  • Board attendance (quarterly)
  • Vendor DD support & transaction readiness
Book a demo
Founder client offer: 50% off setup in exchange for case-study and reference call at 90 days. Six-month price-review point as additional modules go fully live.
Case Study

Multi-entity manufacturing group — first client live

A four-entity manufacturing group with operating businesses in rotational moulding, fabrication and metalwork. Engaged ValueAmp to consolidate fragmented reporting, build group-level visibility, and create a path to investor-grade reporting.

From 475 reporting lines across four entities to 137 consolidated.

The group entered with separate Xero charts of accounts, no consolidated view, and month-end taking three weeks. Within 90 days the platform was live across all four entities with a single mapped chart of accounts, group P&L and balance sheet, and a 13-week cash forecast.

Ongoing: monthly board pack, scenario modelling for two acquisition targets, and a live valuation dashboard tracking EV growth.

4 → 1 Operating entities consolidated into a single group view
475 → 137 Reporting lines deduplicated and mapped
3 wks → 5 days Time to monthly management accounts
90 days From contract to first clean group board pack
What clients say

Trusted by ambitious operators.

Live testimonials populating from current engagements. Sample placeholder content shown below — replace with real quotes once consent secured.

"

Within three months we had a single consolidated view across four entities, and a board pack we could actually take to a buyer. The combination of senior advisory and a configured platform is what made it work — neither alone would have.

[Client placeholder] Managing Director, Manufacturing Group
"

I'd been quoted £85k a year for a fractional CFO, and a separate licence cost for reporting software on top. ValueAmp gave me both, configured to my business, for less than a third of that.

[Client placeholder] Owner, Owner-Managed SME
"

The platform is genuinely tailored — not a generic chart of accounts forced onto our business. It speaks our language, our reporting lines, our KPIs. That's the difference.

[Client placeholder] Finance Director, PE-backed Portfolio
The Team

People & partner network.

Scalable delivery through a hands-on core team and a curated network of specialist partners. Big-four-quality advice without the big-four overhead.

Iain Thomson

Interim Executive & Strategic Advisor

Three decades of senior finance and PE-backed leadership. Fractional CFO and CEO-level advisory across multiple sectors and transactions.

  • Fractional CFO & board support
  • PE-backed transformation
  • M&A & exit advisory

Ben Marden

Finance Director & Analytical Lead

Architect of the ValueAmp platform. Hands-on finance director with deep expertise in management reporting, modelling and finance transformation.

  • Platform architecture & configuration
  • Management reporting & analytics
  • Coaching & mentoring capability

Partner Network

Specialist Capability

Carefully selected delivery partners covering the full deal lifecycle and beyond.

  • Sales & Marketing transformation
  • AI, Automation & Process
  • People, HR & Culture
  • Coaching, Mentoring & Leadership
FAQ

Common questions.

How is ValueAmp different from Fathom or Spotlight Reporting?

Fathom, Spotlight and similar tools are reporting platforms — they generate dashboards and PDFs from your accounting data using generic templates. They don't include strategic advisory, and they're built primarily for accountants to deliver to their clients rather than for the owner-manager directly. ValueAmp is configured to your specific reporting lines and KPIs, includes hands-on senior finance leadership, and is delivered as a single subscription.

How is it different from a fractional CFO?

A fractional CFO typically charges £600–£1,400 per day and gives you advice — but you still have to run your own reporting infrastructure (which, for most SMEs, is weak). ValueAmp combines the senior leadership with the platform that produces the numbers in the first place, for one predictable monthly fee.

What accounting systems do you connect to?

The platform integrates natively with Xero (live) and is being extended to Sage and MS Dynamics. We also import from Excel where direct integration isn't yet available. Most SMEs are on Xero or QuickBooks, and onboarding from those takes typically two to four weeks.

How long does onboarding take?

Typically 90 days from contract to first clean group board pack. The first month is data integration and chart-of-accounts mapping; the second is configuring your reporting lines, KPIs and forecast structure; the third is iteration and the first live monthly cycle.

What size of business is this for?

The sweet spot is £2m–£50m turnover. Below £2m, the value proposition is harder to justify against a basic accountant and Xero. Above £50m, you typically need a permanent CFO and an enterprise BI stack — though we still serve PE portfolio companies and pre-IPO clients in that bracket on the Intelligence tier.

Is there a long contract?

Standard subscription terms are 12 months with a six-month break clause. We don't believe in long lock-ins — if it's not working we'd rather you tell us early so we can fix it or part ways amicably.

Where are you based and do you work remotely?

Manchester & the North West, with clients across the UK and selected international engagements. Day-to-day delivery is remote with quarterly on-site board attendance for Insight and Intelligence tier clients, and as needed for Core.

What if I already have an in-house finance team?

That's typically the best case. ValueAmp augments your finance team — we provide the platform, the reporting framework and the senior advisory, while your in-house team continues to run day-to-day operations. Many of our clients use us alongside an existing financial controller or finance manager.

Get Started

Ready to amplify your enterprise value?

Book a 30-minute discovery call. We'll walk through your current reporting setup, what good would look like for your business, and whether ValueAmp is the right fit.

No prep required — bring your latest management accounts if you have them, or just your questions.

Book a demo

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