Seeking Founder and CFO Perspectives on Financial Management During Growth

I am conducting exploratory interviews with founders, CEOs and finance leaders of growing SMEs, particularly technology businesses, project-based service companies and internationally active organisations.

The objective is to understand real financial-management challenges that arise as businesses grow, and how companies address them.

Topics I would like to explore:

1. Financial-management challenges

• What situations have made financial forecasting, cash-flow planning, project profitability or investment decisions particularly challenging?

• What financial information has been missing or insufficient for management decisions?

2. Existing finance capabilities

• How are financial planning, management reporting and profitability analysis currently organised?

• What support is provided by internal finance teams, accountants and external advisers?

3. Demand for external expertise

• What circumstances would lead a company to seek additional financial-management expertise?

• What factors influence the decision to engage an external adviser rather than develop internal capabilities?

I am particularly interested in concrete experiences, business situations and decisions rather than general opinions.

I would welcome a 20-minute research conversation. No preparation or disclosure of confidential financial information is required.

The purpose is to validate market needs and inform the development of relevant advisory services, not to conduct a sales presentation.