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portfolio finance career opportunity

Don’t Miss Your Golden Hour

Imagine the first glorious hour of a sunrise early in the morning or the precious last hour of sunlight where everything appears in a softer, subtler hue. It’s not something I am able to enjoy every day but when I do it’s a moment of reflection and stillness. What I refer to as The Golden […]

leadership importance in transition to eot and mbo

Ownership Transition: Why good leadership is vital for a successful EOT or MBO

Embarking on an Employee Ownership Trust (EOT) or a Management Buyout (MBO) as an exit option has become popular for business owners. The choice reflects your values and commitment to the long-term success and sustainability of your business. However, the journey isn’t without challenges, particularly be aware of a potential gap in leadership and skills […]

Will's EOT Mentoring Story

Will’s Mentoring Story

Will Marr is a vfdnet Associate FC. He’s been an associate since 2019 and recently started mentoring under James Shand’s wing to learn ‘real-life’ about options for business exits with a focus to date on Employee Ownership Trusts.  vfdnet are seeing a real interest in EOTs alongside MBOs and where a trade sale isn’t the […]

MBO vs EOT

Employee Ownership Trust (EOT) or Management Buyout (MBO)? What is the difference and which is right for your business?

When it comes to selling a business, owners have various options available to them. Two methods of business sale that have gained popularity are Management Buyouts (MBO) and Employee Ownership Trusts (EOT). Proving a trade sale is no longer the only or obvious option. An Employee Ownership Trust, requires a minimum of 51% of your […]

FD post deal next move

The deal is done, what’s your next move?

So, you’re the Finance Director of a company that’s on the verge of a major transaction. You have been at the core of the process from due diligence, preparing all the finance documentation and working closely with the legal counsel. It’s been pressured, and your life has been overtaken by work. You’re about to complete. […]

How to protect your business value as costs increase

We're all experiencing a rise in the cost of living but how does this impact businesses? At vfdnet we see first-hand how increased costs are affecting our clients' businesses every day and we help them to navigate any long-term negative effect on the value and success of the business. How to best navigate these potential [...]
Nick's Onboarding Journey

Nick’s Onboarding Story as a Portfolio FD

Nick was a successful CFO and Finance Director seeking a change. He contacted James at vfdnet in December, after finding us on Google, to enquire about joining as an associate. This was his first step toward a portfolio finance career. After working as a Finance Director for several years it was time for a change. [...]
Raising Finance

Business Exit via Trade Sale – Misconceptions

This is the first in a mini series of newsletters on business succession, addressing the trade sale route, buyouts by managers, and transfer to employee ownership (the so-called John Lewis model).  Business owners can often put off thinking about business succession, however we are all mortal and there are many horror stories of businesses left [...]