SERVICES

The services provided are bespoke to what each business requires, with a range of skills and experience being combined. The following gives an illustration of the types of work that assignments might include:

Strategy and business planning

Organising and facilitating leadership planning sessions to evolve the strategy and agree key priorities
Development of business plan / implementation plan
Taking active responsibility for engaging teams and delivering the business plan, or key elements

M&A

Operational and financial due diligence
Drafting value creation plans
Reviewing transaction paperwork and Completion coordination
Integration planning and programme management

Finance and reporting

Development of annual business plans and budgets
Longer term business planning and forecasts
Refocussing reporting packs and KPI development
Working capital management

People

People engagement strategies and planning
Salary and benefits review / development
Bonus scheme construction

Marketing and business development

Oversight of brand re-design and website development
Change management to embed business development culture

Technology

Leading technology steering groups and development of tech strategy
Oversight and hands-on sponsorship of key projects to ensure timely delivery

Risk and compliance

Risk and compliance reviews
Anti-Money Laundering training

General management

Office relocation and space utilisation – from re-design and fit-out of existing premises to complete relocation, involving sourcing premises, design and move
Strategic and operational reviews and presentation of resulting board papers / recommendations
Operational review and development plans to drive improved efficiency and client service
Infrastructure / support function management and development

“I was so impressed by the work Paul did on the acquisition and integration of my previous firm, that when I founded Factotum I knew I wanted him to help me build the business. He took my vision and articulated this into a clear strategy and business plan. He then ensured delivery against the plan to help build a scalable platform that has enabled 250% growth for the last two years. He has completed and successfully integrated two acquisitions in the last six months, with another two due to complete this quarter. His expertise and breadth of knowledge have been a key factor in the success Factotum has achieved. Mirroring how Factotum helps its clients, Paul has allowed me to focus externally on what I do best while he took care of the rest.”

Bobby Lane, CEO, Factotum Group