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CEO · BOARD · MT
Value Creation & M&A
Turning strategic ambition into business value
Growth, investment and M&A create opportunities to increase business value — but only when the right priorities are identified and followed by action. TDJ Advisory helps management teams identify the key drivers of growth, EBITDA and enterprise value, translate them into clear priorities and turn those priorities into action. This can range from identifying growth and EBITDA opportunities to supporting M&A transactions, integrations and 100-day value creation plans.The objective is clear: focus on the actions that have the greatest impact on business value.
Pain: Growth outpaces financial clarity.
Impact: Value creation opportunities are missed or delayed
Examples: No shared value creation agenda · No reliable view on ARR, churn and KPI
Example: Financial Due Diligence (Sell-Side)
The Situation
TRIGGER
Sale process, investor interest, exit preparation.
PAIN
Company is not prepared for a sale.
IMPACT
Lower valuation and slower due diligence.
The Approach
TDJ ADVISORY SERVICE
Financial Due Diligence (sell-side).
GOAL
Make the company’s financial position transparent and sale-ready by producing a vendor due diligence report and preparing the dataroom.
The Deliverables
- Vendor Due Diligence report
- Normalized EBITDA bridge
- Working capital model
- Dataroom (structured & populated)
- CFO fact pack
- Cap Table & dilution analysis
The Business Outcome
Higher buyer confidence and smoother transaction execution.
Execution & Performance
Better information. Faster decisions. Stronger execution.
As companies grow, more data becomes available, creating new opportunities to better understand what drives performance. The key is turning that data into clear and actionable insights. TDJ Advisory helps companies leverage the data already available. By connecting KPIs, analytics, forecasting and planning, management gets a clearer view of performance and can act faster when needed. The goal is simple: use financial and operational insights to make better decisions, drive execution and improve business performance.
Pain: Planning can’t keep pace with the business.
Impact: Decisions rely on outdated or unreliable information.
Examples: Forecasts are unreliable · Finance cannot scale with growth..
Example: FP&A Setup & Optimisation
The Situation
TRIGGER
Investor requires management information; FP&A is missing or insufficient.
PAIN
Forecasts are unreliable.
IMPACT
Poor decisions and missed targets.
The Approach
TDJ ADVISORY SERVICE
FP&A Setup & Optimisation.
GOAL
Set up a professional FP&A function that provides the organisation with reliable budgets, forecasts and management information for leadership and investors.
The Deliverables
- Budget model (Excel)
- Rolling forecast model
- Scenario analysis
- KPI dashboard
- Management reporting template
- Handover guide & documentation
The Business Outcome
Reliable forecasts trusted by management.
Financial Discipline & Governance
Stronger foundations for sustainable growth.
As companies grow, stronger financial foundations create the confidence to keep moving forward. Clear processes, reliable planning and the right level of control help the business scale while staying focused on growth.TDJ Advisory helps strengthen financial discipline as the business develops, from cash and forecasting to reporting, controls, governance and planning. This creates greater transparency and gives management, boards and investors confidence in the business and its direction.The goal is simple: build the financial foundation that supports growth and enables the business to scale with confidence.
Pain: Financial control has not kept up with growth.
Impact: Risk builds quietly until it becomes visible too late
Examples: Governance is immature · Cash flow is under pressure.
Example: Financial Control & Governance
The Situation
TRIGGER
First institutional investor, audit preparation, governance professionalisation.
PAIN
Governance is immature.
IMPACT
Audit and compliance risks increase.
The Approach
TDJ ADVISORY SERVICE
Financial Control & Governance.
GOAL
Strengthen the organisation’s financial integrity and governance so it is ready for external audit, PE reporting and rapid growth.
The Deliverables
- Internal control framework
- Closing checklist
- Authorisation matrix
- Audit preparation file
- Balance sheet review report
- Reporting standards document
- Point of contact for the external accountant during the audit
- Group consolidation review for multiple entities
The Business Outcome
Reliable governance with lower business risk.
Executive Leadership
Senior finance leadership when the business needs it
Not every company needs a permanent CFO at every stage. But there are moments when the CEO, board or management team needs experienced financial leadership at the table. TDJ Advisory provides an independent CFO perspective during growth, transformation, M&A transactions, leadership transitions or periods of increased complexity. That means challenging assumptions, bringing structure to difficult decisions and helping align management, board and investors around what matters most.
Pain: The CEO carries the finance conversation alone.
Impact: Board and investor confidence erode over time.
Examples: Stakeholders are not aligned · Unexpected CFO departure · No senior finance sparring partner.
Example: Budget Alignment & Stakeholder Management
The Situation
TRIGGER
New investor, board composition change, strategic review, budget cycle.
PAIN
Stakeholders are not aligned.
IMPACT
Misaligned priorities slow down decisions.
The Approach
TDJ ADVISORY SERVICE
Budget Alignment & Stakeholder Management.
GOAL
Secure budget ownership and alignment with the Board, investors and senior management, including a governance cadence.
The Deliverables
- Budget alignment document
- Stakeholder map & communication plan
- Governance cadence calendar
- Budget presentation
The Business Outcome
Unified leadership and faster execution.
BUSINESS OUTCOMES TDJ ADVISORY SERVICES
✓ Faster Decisions
✓ Accelerated EBITDA
✓ Board-Grade Governance
✓ Stronger Control
✓ Scalable Finance Team
Ready to talk?
Start with a 30-minute Value Diagnostic to find your highest-impact finance priorities.