Portfolio

Apodi in its first two years of operation has already helped many businesses improve their business performance. Below are a few examples of the work we have done and links to the great feedback we have received: 

Leading Contract Sales Company, Pharmaceutical Sector

Involvement since formation both in an advisory capacity and subsequently appointed to Board. Assistance has included:

• Assisting the two founders in developing the business plan for the company
• Providing strategic financial advice on regular basis, addressing growth issues and guiding management to their ultimate objective of realising value for the company
• Assisting in the recruitment of Financial Accountant
• Project managing the sale of the business including:
  • Appointing and managing professional advisors
  • Negotiating terms and conditions of sale
  • Managing the due diligence process
  • Guiding management through the earn out period

Substantial Supplier to Retail Sector

Appointed to support the management team in providing financial support as follows:

• Refinancing
  Due to change in nature of trade assisting in negotiations with bankers to realign refinancing structure to ensure more suitable for current and future working capital requirements.
• Finance Department Structure
  Advise on the future structure of the Accounts Division and assisting the Group Accountant on making the required changes.
• Financial Reporting
  Improving the quality of financial reporting including budgets and cash flows, management accounts etc.

Management Consultancy Telecom Sector

Appointed to work with the management team to provide advice and support as follows:

• Financing
  Negotiated with bankers and venture capitalists to provide financing support as follows:
  • Provide finance to buy out one partner in business.
  • Negotiate additional support when huge downturn in market.
  • Refinance the business involving cash injection from management team and write offs of majority of investment from banks and venture capitalists.
• Strategic Financial Advice
  Provide financial advice on ongoing basis in attempt to guide the management team through traumatic downturn and change in market conditions including dramatically reducing the break even position of the company to help the company survive.
• Administration
  After surviving nearly 5 years through the downturn and turnover dropping from £2m per month to £100k per month guiding the management team through the potential of insolvency and ensuring the team received the appropriate advice.

Award winning Boutique Accountancy Practice

Originally appointed to support the management team to:

• Assist in driving profitability into the business.
• Providing support to ensure the personal and business goals were aligned.
• Proving strategic financial support on an ongoing basis.

Recently appointed as Chairman to business.