| Financial Consultancy | Examples of Assignments | Clients | Contact Details |
 

 

 

Example of Assignments
 

ENGINEERING AND ELECTRONICS

Finance Director and minority shareholder 1981 - 1998
Midlands based engineering company specialising in instrumentation for gas turbine engines for aircraft engine manufacturers world wide and supplier of telecommunications test equipment to major international telecom companies and mobile operators. Turnover £7 m.


Venture capital: original minority investor since incorporation.
 
As director, contributed essential strategic, financial and managerial disciplines.

Assisted company to grow while maintaining profitability   and negotiated finance for working capital and property purchase. No external capital was required.
 
Installed computerised accounting, budgeting and manufacturing systems. Set up strong accounting function.
 
Negotiated purchase of electronics division in early years
 
Set up distributor agreements in the USA.



RETAILING

Strategic and Financial Consultant 1994 - present
Fashion retailer with six men and women’s stores in Midlands and North. Turnover £7 m

Advised owner and managing director on company’s financial position. Installed store by store financial reporting, budgeting, stock and cash flow forecasting.
 
Recruited Finance Director.
 
Provided planning framework for new store openings and refurbishment.
 
Advised managing director on general share holding matters.
 
Currently chair  monthly management meeting with MD, FD and buyers.

 

PROFESSIONAL EDUCATION

Management Consultant 1997 - 2000
Producer of video based Continuing Professional Development courses for Accountants, Solicitors, Surveyors and Civil Engineers, London. Turnover £3.5 m.

Financial adviser to managing director including corporate fund raising
 
Reviewed financial and management structure of company to advise managing director on financial control and profitability.
 
Improved financial reporting and cash forecasting.
  
Simplified management structure, reducing senior management overhead.
 
Advised on improving sales performance and strategic expansion.



PUBLIC RELATIONS CONSULTANCY

Financial consultant 1999 - present
Firm of PR consultants in London specialising in fashion and beauty clients. Turnover £2.5m.

• Advised owners on management and accounting systems, and installed new computer accounting system.
• Advised on moving from a partnership to incorporation as a limited company.
• Currently adviser on financial planning, budgeting, raising of bank finance.



EXPORT AGENTS

Financial consultant 1998 - present
Exporters of electrical and engineering products, London. Turnover £1.7m

Advised on management buy-out including terms, financing, legal documentation.
 
Currently adviser on financial planning, budgeting, raising of bank finance.



MACHINE TOOL MANUFACTURER

Part-time finance director 1998 - 1999
Producer of specialist machine tools for woodworking and light alloy materials. Home counties. Turnover £7m.

Joined turn round team to produce financial plan for company’s future which was accepted by the Board. Produced year-end accounts within seven working days of year-end in order to validate plan.



MANAGEMENT BUY OUTS, ACQUISTIONS, DISPOSALS

George Wimpey plc, disposal of technology and insurance subsidiaries.
Clarke Transport, MBO (Parcels distribution).
Eltham Export, MBO (Export agents)
Morris Mechanical Handling, sale of subsidiary.
Consumers’ Association, sale of a subsidiary business

 


 

YORKE BUSINESS DEVELOPMENT CONSULTANTS
SILVER BIRCHES, BASHURST HILL, ITCHINGFIELD, HORSHAM,                  WEST SUSSEX, RH13 7NY.
   
TEL: 01403 790500, FAX: 01403 790029
email: enquiries@yorkeconsultants.co.uk