I
— Factr Insights

Thinking from the
finance side of the table.


Practical commentary on the moments that define owner-managed businesses — growth, acquisition, exit, restructuring, and the financial discipline that holds it all together.

01 / Insights
What a Fractional CFO Actually Does and When You Need One
CFO Advisory· 4 min read · 6 Jul 2026

What a Fractional CFO Actually Does and When You Need One

The term fractional CFO is used to describe a wide range of things. At one end, it means a part-time CFO helping…

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From Compliance to Commercial: When Your Finance Relationship Needs to Do More
Accounting· 4 min read · 6 Jul 2026

From Compliance to Commercial: When Your Finance Relationship Needs to Do More

Most owner-managed businesses do not make a conscious decision to move from a compliance relationship to an advisory one. They drift into…

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Talking to Your Lender Under Pressure: What Works and What Doesn’t
Restructuring· 4 min read · 6 Jul 2026

Talking to Your Lender Under Pressure: What Works and What Doesn’t

There is a certain reluctance of business owners to have a difficult conversation with their bank. The instinct is understandable as the…

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When Cash Becomes the Only Thing Anyone Can See
Restructuring· 4 min read · 6 Jul 2026

When Cash Becomes the Only Thing Anyone Can See

Cash is not always a crisis. But when it becomes the dominant operational metric with every conversation revolving around the bank balance…

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What Good Monthly Management Accounts Actually Look Like
Performance· 4 min read · 6 Jul 2026

What Good Monthly Management Accounts Actually Look Like

Most owner-managed businesses have management accounts. Far fewer have management accounts that are actually useful. The difference is not technical. Good management…

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What Your KPI Dashboard Should Actually Tell You
Performance· 4 min read · 6 Jul 2026

What Your KPI Dashboard Should Actually Tell You

Most business owners with a KPI dashboard fall into one of two camps. Either they find it genuinely useful and look at…

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What Actually Happens During a Sale Process
Exit Readiness· 4 min read · 6 Jul 2026

What Actually Happens During a Sale Process

Most business owners preparing for a sale spend significant time getting the business ready and relatively little time understanding what the sale…

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Seven Accounting Habits That Will Cost You When You Come to Sell
Exit Readiness· 5 min read · 6 Jul 2026

Seven Accounting Habits That Will Cost You When You Come to Sell

Almost every conversation I have with a business owner ahead of a sale starts the same way. The books are clean, the…

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You Can’t Prepare Your Business for Sale in Six Months
Exit Readiness· 4 min read · 6 Jul 2026

You Can’t Prepare Your Business for Sale in Six Months

Whilst a number of conversations I have had regarding exit or sale readiness have been positive, there are many business owners who…

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Integration: The Stage Most Acquirers Under-Invest In
Acquisition· 4 min read · 6 Jul 2026

Integration: The Stage Most Acquirers Under-Invest In

Most acquisition planning focuses on finding the right deal and completing it. Integration which is the third stage of our Prepare, Acquire,…

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How SME Acquisitions Are Actually Funded
Acquisition· 4 min read · 6 Jul 2026

How SME Acquisitions Are Actually Funded

One of the most common gaps in acquisition planning is funding. Not because business owners do not think about it — they…

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The Acquire Phase Is Where Value Is Won or Lost
Acquisition· 3 min read · 6 Jul 2026

The Acquire Phase Is Where Value Is Won or Lost

You have put in an offer, the price is broadly agreed however now the real work starts.

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02 / Library