Client Results

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Testimonials and Case Studies

The personal deliverables throughout the engagement were delivered by the contract CFO (Kerry) to a very high level. He understood the business well and was able to offer a number of significant benefits to us, particularly in understanding the financials of the business and how best to report them through to the Board.

Don McCracken, Chief Executive Chief Executive, Aviation Group

With the sudden departure of our existing Financial Controller, and with a lot going on in our business at the time, we needed someone urgently to come in and take over the finance and administrative part of our company. The contract Financial Controller (Craig) was highly recommended by our auditors and he didn’t disappoint, exceeding our expectations.

NZ Managing Director, Commercial Real Estate (Multi-National)

Kerry Ludlam has provided outstanding services to our organisation and has skilfully introduced disciplines into the organisation and provided a strategic approach which we value.  As a Board we now have much greater insight into our business than was possible in the past and the systems created by Kerry should allow for this to continue. We have had the benefit of Kerry’s strategic analysis and approach during a critical period for the organisation and his input has helped our board as we fulfil our governance responsibilities.

Gail Munro, Workbridge Board Chair, Employment Services for People with Disability

(Richard) Thank you for being the inspirational leader that this company has needed and for giving us a focus and direction.

Staff Committee, Engineering Consultancy– Survey, Civil and Structural

I have worked very closely with the contract CFO (Craig) on a day to day basis and relied heavily on him for both financial and broader commercial advice and guidance. The disposal of our NZ manufacturing entity was a case in point of a project where he firstly worked as a trouble shooter to resolve a contamination issue threatening to destroy that business, then worked subsequently to negotiate the disposal of the business to the satisfaction of the broader Group.

CEO, Food and Beverage Manufacture

Craig and Richard have been consultants to Ergo for almost 10 years (a bloody long time!). During this time the company has been through a demerger, more than doubled in size, implemented a practice management system, moved to Xero and implemented a successful succession plan.

Chris Turney, Founder, Ergo Engineering Consultancy Services

Rhys delivered results on time, professionally, and ensured that the level of communication was suitable to our entire organisation. I highly recommend him to any organisation that requires assistance with any change process – his clear thinking, professional approach and calm demeanour ensures that the expected outcome will be achieved, and more than likely, exceeded.

Human Resources Manager, Industrial Storage and Racking Systems Manufacture

Andrew helped us accelerate commercialisation of a new service and upskill a new team member. He quickly understood our needs and established an effective programme of support to assist us. Andrew then helped us finalise development of the service, refine the go-to-market plan and to get it out in front of prospective customers.

Kevin Oldham, Director Navigatus Consulting

We approached Kerry Ludlam to provide an experienced CFO to work through a short-term handover with our Financial Controller of 20 years and to continue in the role. We had worked with Kerry previously which gave us confidence that he would find the right person for us. Contract deliverables were agreed, and we engaged an experienced CFO to take on the role. Our requirements expanded within a very short timeframe to a broader remit of improving trading performance, freeing up liquidity to repay debt by revitalizing the debt collection process, restoring the confidence of our bankers in our business and addressing a number of complex tax issues. The contract CFO set about completing the required remedial work in a professional and timely fashion, kept us fully briefed and established a very good rapport with our bank, lawyers, shareholders, and external CA firm as well as our staff. Kerry acted as Project Lead, operating in a Quality Assurance role, and maintaining regular contact with us. Kerry's previous involvement with our business and considerable knowledge of the industry provided context and a valuable escalation point in the event that we needed it. Our only regret is that we didn't engage their services earlier.

David Hills, Director, Hills Flooring

B2B Stationery and Office Supplies

Successfully implemented a new Business Market model on time, within agreed financial parameters and with minimal disruption to existing customers which delivered material cost savings and a significantly improved EBITA % to Sales.

Read more: Case Study

Import and Sale of Natural Foods

Re-engineered the business to focus on its core competency of buying and selling natural foods, exited its transport fleet and packaging operation and completely rebuilt the Management Team.

Read more: Case Study

Apparel Retailer Australasia

Successfully implemented significant change across several functional areas in the business resulting in improved focus, performance, and trading results.

Read more: Case Study

Aviation - Sales and Service

Improved multiple systems’ performance and interface to the General Ledger, provided better quality and more timely information and worked closely with Management and the Board to better understand their business and focus on addressing key issues and opportunities to move towards a more sustainable business model.

Read more: Case Study

Children's Footwear and Outerwear

Provided a commercial finance and general business sounding board in negotiations with a new Asian export market customer.

Designed and guided the implementation of a Budgeting and Cashflow Forecasting model.

Introduced a Balance Sheet reconciliations process which resulted in a fully understood balance sheet with no hidden issues.

Read more: Case Study

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Client Results

Don't take our word for it...

Testimonials and Case Studies

B2B Stationery and Office Supplies

Import and Sale of Natural Foods

Apparel Retailer Australasia

Aviation - Sales and Service

Children's Footwear and Outerwear

It starts with a chat.

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