SOLUTIONS · TRUSTED DATA & EXIT READINESS
Numbers you can stand behind when diligence asks
Connect finance and operational data in one governed layer, with consistent definitions, reconciled history and a clear trail to source. Use the same foundation for board reporting, planning and the questions investors ask before an exit.
A 30-minute conversation about your priorities and the decisions your finance team needs to support. If a paid FP&A Diagnostic is appropriate, we agree its scope and fee before proceeding.
- MAPS TO
- TRUE FP&A · Trusted Data
- BUILT FOR
- Reporting, planning and diligence
- DESIGNED TO PRESERVE
- History and definitions through system change
WHERE IT BREAKS TODAY
Numbers move when you refresh them
Teams cannot explain whether the change came from new activity, an adjustment or a different definition.
Diligence turns into a fire drill
Questions arrive faster than the team can assemble consistent evidence.
An ERP change resets everything
Historical data and reporting logic are tied to the outgoing system.
WHAT WE BUILD
A governed finance data layer
Reconciled actuals, agreed definitions and visible changes, with owners responsible for exceptions.
Answers that trace to source
Reporting and diligence views supported by documented mappings, history and reconciliations.
Continuity through system change
Preserve history and business definitions, then map and validate the new source feeds.
TYPICAL
RESULTS
£350k
Previously unbilled revenue identified
Improved visibility across three reporting sources surfaced the amount.
Lawyers on Demand · Bowmark-backed at the time
1
Governed reporting basis
Reconciled actuals and agreed definitions.
Connected
Data, planning, reporting and decisions
The diagram explains the connections.
Continuity
History and definitions preserved
New feeds mapped and tested.
One
Accountable owner
Definitions, exceptions and changes have clear ownership.
Prepared
Reusable evidence
For investor and diligence questions.
Typical delivery outcomes across PE-backed and blue-chip businesses. The £350k example is from Lawyers on Demand.
WHEN THIS BECOMES URGENT
Five moments when the data layer stops being a background problem
An exit 18 to 24 months out
The data room starts forming long before the process opens.
A new CFO inheriting fragmented systems
You are accountable for numbers you did not build.
Buy and build creating inconsistent definitions
Every acquisition arrives with its own version of a metric.
An ERP migration on the horizon
Preserve the reporting history and definitions while new source feeds are mapped.
Diligence already started
Prioritise the evidence requests and known gaps while the team keeps reporting.
THE FRAMEWORK
Decision Infrastructure
The same Decision Infrastructure shown in How We Work, with the Trusted Data foundation in focus. Operational systems feed the data layer. Trusted actuals feed planning and reporting, which produce decision-ready insight for the board and reusable evidence for diligence.
The same trusted foundation supports reusable evidence for investor and diligence questions.
We design and maintain the governed finance data foundation for reporting, planning and investor scrutiny, working with your Finance and IT teams.
ERP replacement and transaction-advisory work remain separately scoped.
HOW WE CLOSE IT
Diagnose → Build → Run
The same three services, applied to this one problem.
01 · Diagnose
Test the evidence behind the numbers
Trace the reporting and diligence questions that matter to their sources. Identify gaps in reconciliations, definitions, history, ownership and access, then agree the priorities.
FP&A Diagnostic
02 · Build
Build the governed foundation
Connect the relevant source data, define the finance model and controls, and build reporting and evidence outputs on the same basis. Preserve history and test mappings through system change.
FP&A Implementation
03 · Run
Keep the foundation dependable
Maintain data flows, model documentation and agreed controls as the business changes. Your team approves definitions and adjustments, owns source-data quality and responds to investor requests.
FP&A Managed Service
SELF-CHECK
Board Pack Health Check
Check whether your reporting has consistent numbers, visible data controls and evidence the board can challenge. Use the data-quality and consistency checks to identify where your foundation needs attention.
A practical reporting self-check; it is not a complete due-diligence assessment.
WHAT CHANGES
From repeated reconciliation to evidence you can reuse
Defensible
Trace key numbers to source, with reconciliations and adjustments visible.
Portable
Preserve historical context and business definitions as source systems change.
Prepared
Build reusable evidence so each new question does not start from a blank sheet.
WHERE WE HAVE DONE THIS
Proof a sponsor would recognise
LAWYERS ON DEMAND · BOWMARK-BACKED AT THE TIME
Bringing three reporting sources into one environment improved visibility and identified approximately £350,000 of previously unbilled revenue. The same foundation supported a repeatable board-reporting process.
Read the Lawyers on Demand case studyThe value is in the evidence the finance team can use: consistent reporting, fewer manual hand-offs and more capacity to investigate performance.
Explore more client resultsWHERE NEXT
Three ways forward
DISCUSS YOUR PRIORITIES