Selected Work
A sample of recent engagements across fractional CFO, M&A advisory and cross-border tax mandates - anonymized by sector where confidentiality requires. Full case studies available under NDA.Fractional CFO engagements.
Fractional CFO through a founder transition for a Web3 collective
Ongoing finance leadership for a distributed Web3 collective through a founder-team transition: financial operations across a multi-entity group, design and administration of a cash-settled stock appreciation rights plan for the operating team, and a contractor engagement platform - registry, approvals and contract generation - bringing order to a distributed workforce located in over 20 countries. Rebuilt the financial model, improving profitability by 33% and break-even by 20%. Currently helping the leadership with an AI SaaS spinoff - business model, GTM and growth.
Pricing architecture for a fast-growing VA services firm
Ongoing fractional CFO mandate for an Australian outsourced-staffing business serving 140+ clients. We rebuilt client and revenue segmentation from the ground up, redesigned pricing into a four-tier architecture with annual escalation built in, and installed concentration monitoring after the largest account approached 12% of revenue.
Revenue operations rebuild for a vocational education provider
Ongoing fractional CFO mandate for an Australian educational marketplace with a team of 50. Currently building its internal control systems across marketing, sales and operations; rebuilt the business model to improve profitability by 15%; implemented real time Looker-Studio based analytics covering end-to-end business KPIs.
From incorporation to profitability - full-stack finance for a Web3 PR agency
Engaged before the company existed: jurisdiction selection and entity setup, chart of accounts and books built from day one, then ongoing bookkeeping, filings and management accounts alongside founder and partner structuring - carried through to operational profitability.
Transfer pricing safe harbour and intercompany architecture for a US–India technology group
Structured the India-side transfer pricing position for a US-parented development subsidiary: safe harbour election, cost-plus intercompany services agreement and statement of work, and cleanup of withholding and indirect-tax compliance - a defensible, audit-ready position across both jurisdictions.
Two-tier UAE architecture - ADGM holding over IFZA operating - for a global group
Designed and stood up a two-tier UAE structure for a global network: an ADGM holding company above an IFZA free-zone operating entity, trust-held ownership confirmations, and the US-side tax characterisation - including withholding classification where no US–UAE treaty relief exists - so equity and distribution flows work cleanly across both systems.
Exit tax and treaty-residency planning for a relocating European founder
Advised a European founder holding a substantial company stake on relocation to Southeast Asia: exit-tax exposure mapping, treaty and territorial-residency analysis across candidate jurisdictions, and a sequenced relocation plan that keeps the shareholding, the company and the founder compliant on both ends.
Cross-border tax engagements.
M&A Advisory Mandates
Buy-side advisory for a US IT-services platform
Ongoing buy-side mandate for a US acquirer building a multi-entity services platform: target screening, LOI negotiation, workforce-attrition diligence that reshaped deal terms before signing, valuation, and complete SPA and share-subscription documentation across multiple cross-border acquisitions.
Completed sell-side exit of a global recruitment startup
Advised the founder of a Netherlands-based recruitment platform through a completed sale — exit preparation, buyer engagement and cross-border deal mechanics through to closing.
Management buyout of a Web3 marketing collective
Structured a founder-team buyout end to end: transaction and buyout-entity design across US and UAE, equity-transfer and trust mechanics, and an independent-valuation defense supporting the transfer price — with the post-close ownership architecture built to hold up in both jurisdictions.
Distressed restructuring of a UK direct-to-consumer brand
Advised an over-leveraged UK D2C brand through restructuring: creditor negotiation and a debt restructure that cut debt roughly 70% in eight months, transaction structuring for the business transfer, then supply-chain and working-capital stabilization under the new structure.
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