“…Success will come with INSIGHT (and hard work)…”



“…SUCCESS is not only achieving all your goals, but confirming they were the right ones for you and your business...”



“…our approach to ACTION is issues-based, workplan driven and output oriented…”



“…you can’t get your business to a different place by following the same road and you can’t get there without DIRECTION…”



 

 


Financial Planning and General Insurance Group – not disclosed (7mths)

· Acted for client during process to merge with National Group including: i. Supported Managing Director with merger activities ii. Managed the due diligence activities for the group

a) Prepared financials, material and other documents for audit and due diligence

b) Attended due diligence meetings with accountants

c) Liaised with board on matters of disclosure and strategy

d) Reviewed financial forecasts

 


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