Multiple financial screens showing trading data, dark professional environment, finance analytics
CFO AdvisoryRestructuringDue DiligenceFP&A

Financial Management

Financial Clarity. Shareholder Value.

CFO advisory, financial restructuring, M&A due diligence, and performance management frameworks that drive shareholder value across complex organisations.

£14B+

Transactions Advised

60+

CFO Mandates

28%

Avg. Cost Reduction

Service Overview

Finance as a Strategic Lever for Growth

Financial management is no longer a back-office function — it is a strategic capability that determines an organisation's ability to invest, grow, and withstand disruption. Legacy Consulting's Financial Management practice partners with CFOs, boards, and investors to build finance functions that are not just accurate and compliant, but genuinely value-creating.

From complex M&A transactions and financial restructuring to FP&A transformation and treasury optimisation, our teams bring deep technical expertise combined with the commercial acumen to translate financial insight into strategic action.

The Challenge

Finance functions are under pressure to deliver real-time insight, support complex transactions, and drive cost efficiency — often with legacy systems and constrained resources.

Our Outcome

Clients achieve 20–40% improvement in finance function efficiency, enhanced decision-making quality, and stronger investor confidence.

Core Capabilities

CFO Advisory

Strategic support for CFOs navigating transformation, investor relations, and board-level financial governance.

Financial Restructuring

Balance sheet optimisation, debt restructuring, and turnaround advisory for organisations under financial stress.

M&A Due Diligence

Financial, commercial, and operational due diligence for buy-side and sell-side transactions across sectors.

FP&A Transformation

Redesigning planning, budgeting, and forecasting processes to deliver faster, more accurate financial insight.

Treasury & Capital Management

Cash flow optimisation, capital structure advisory, and treasury policy frameworks for complex organisations.

Our Methodology

Our Financial Management Approach

Combining technical financial expertise with strategic insight to deliver outcomes that go beyond compliance and reporting.

01

Financial Health Assessment

Comprehensive review of financial performance, processes, systems, and governance to identify improvement opportunities.

Financial DiagnosticBenchmark ReportPriority Matrix
02

Performance Framework Design

Build KPI frameworks, management reporting structures, and financial governance models aligned to strategic objectives.

KPI FrameworkReporting PackGovernance Model
03

Process & Systems Optimisation

Streamline finance operations, automate manual processes, and implement best-in-class financial systems.

Process MapsAutomation PlanSystems Roadmap
04

Continuous Performance Management

Embed a performance culture with regular review cadences, rolling forecasts, and real-time financial dashboards.

Review CadenceRolling ForecastLive Dashboard