Elevate – For Ambitious Construction Business Owners

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Elevate - For Ambitious Construction Business Owners

Predictably Scale Your Construction Company – Faster, Easier, and with Certainty

Do you have an accounts team, but still feel like you’re flying blind when it comes to your finances?

You’re not alone. Most construction business owners still get dragged into the numbers — chasing reports, questioning margins, unsure if their finance team is giving them what they really need.

That’s where we come in.

Our Elevate Program turns your internal finance function into a high-performing, insight-driven asset — while giving you clear guidance, better reporting, and confidence in every decision you make.

We become your Virtual Finance Director (VFD) (also known as a Fractional CFO) which allows you to access a financial expert and adviser without having to commit to hiring one full-time.

Perfect if:

You have an internal accounts team but lack strategic financial leadership.
You want to improve margins, cash flow, and financial decision-making.
You’re aiming for growth, investment, or exit in the next 3–5 years.

Don’t have or don’t want an accounts team? – Combine our Elevate Program with our Virtual Finance Office.

Find Out More – Download Our Brochure

Elevate – For Ambitious Construction Business Owners

Choose the Elevate Level That Matches Your Ambitions

Foundation (Up to £2M turnover)

Perfect if you need clearer financial systems, accurate project tracking, and straightforward strategies for profitable growth.

What’s included:

Complete financial audit and initial goal-setting
Monthly performance reviews and KPI tracking
Bank relationship and lending review
Cost efficiency and pricing strategies
Strategic planning sessions for growth trajectory and profitability
Introduction to business finance partners and funding opportunities
Year-end tax planning and personal wealth review

Core (£2M – £20M turnover)

Ideal if you’re scaling rapidly and need detailed financial management, advanced cash flow forecasting, and expert strategic direction.

What’s included:

Comprehensive financial processes audit and detailed KPI development
Monthly strategic finance meetings with detailed cashflow reviews
Advanced system and technology recommendations
Strategic cost analysis, pricing reviews, and insurance audit
Introduction to succession and estate planning specialists
Advanced tax planning and strategic forecasting

Legacy (£10M+, preparing for exit)

Specifically designed if you are positioning your business for maximum valuation, succession, or a strategic exit.

What’s included:

Comprehensive exit-readiness audit with detailed exit strategy
Bi-monthly strategic finance sessions and intensive cashflow management
Comprehensive valuation and structured exit preparation
Wealth management introductions and personal finance strategy
Advanced pre-exit financial structuring and tax planning
High-level brand positioning and market preparation for maximum valuation

Every Elevate Client Receives:

Full Accountancy Compliance (Statutory accounts, taxes, payroll, CIS & VAT compliance)
Strategic Monthly Meetings with actionable insights and clear next steps
Unlimited Expert Support (telephone/email)
Monthly Performance Reports tracking clear KPIs
Exclusive Access to our Expert Network (finance, insurance, pensions, branding, software specialists)