Advisory & Special Projects

Focused Expertise. Flexible Support. Results when it matters most.

Every business hits critical moments: a new opportunity, a challenge that needs fixing, or a strategic decision that could change everything. These are the moments where experience counts.

At Lock & Ledger, we provide hands-on, senior-level finance support to help you navigate change, solve specific problems, and deliver special projects, without hiring a full-time finance director.

Whether it’s a turnaround plan, a new business line, or an acquisition, we bring the clarity, control, and execution to help you move forward with confidence.

How We Deliver

Project-Based Engagements

Structured support tailored to your specific challenge or initiative—flexible by scope and duration.

Exit-Readiness Assessment

Preparing your business and numbers for a successful exit, including identifying risks, improving margin, and strengthening controls.

Owner / Director Advisory

Acting as a sounding board for founders and leadership teams during high-impact decisions.

Due Diligence & Financial Modelling

In-depth reviews, financial forecasts, and investment appraisals for acquisitions, divestments, or funding rounds

Change Management & Transformation Support

Supporting or leading operational change projects across finance, systems, and people.

Fast. Focused Support When You Need It

We step in when your business is facing a challenge, change, or growth event that needs financial leadership.

Whether that’s for weeks, months, or the duration of a project.

Business Turnaround & Recovery Planning

We help you stabilise cash flow, restructure costs, and rebuild profitability with a focused recovery strategy tailored to your business model.

Project-Based Financial Oversight

We take ownership of key financial workstreams in business-critical projects, such as launches, expansions, restructures, or system rollouts.

Benefit: Immediate expertise on tap to solve urgent challenges or capitalise on major opportunities.

Strategic Insight for Complex Decision

When the stakes are high, you need more than management accounts, you need real financial insight, risk assessment, and scenario planning to support smart, strategic choices.

Acquisition & Integration Support

We manage financial due diligence, integration planning, and post-deal alignment, helping you acquire or merge without disrupting business as usual.

Exit & Succession Planning

We prepare your financials and operational controls for sale or succession, ensuring your business is exit-ready, credible, and investor-attractive.

Benefit: Informed, confident decisions at key turning points in your business journey.

Transformation that Sticks

We lead or support major improvement projects where financial systems, people, or processes need to change. Whether you're introducing new tech, re-engineering your finance team, or overhauling reporting, our focus is on lasting, scalable improvement.

ERP & Finance System Implementation

We lead the finance side of ERP or software projects, ensuring setup, migration, and controls are implemented properly from day one.

Process Redesign & Performance Frameworks
We build better ways of working. From SOPs and reporting packs to KPIs and dashboards, so the business runs smarter every day.

Benefit: More efficient operations, stronger controls, and better long-term performance.

Is Advisory & Special Project Support Right for You?

You don’t always need a full-time Finance Director, but when you’re:

Making a big decision and want an expert second opinion
Facing a challenge that requires strategic financial thinking
Launching a new project or product line and need structured oversight
Preparing for sale, investment, or restructuring
Trying to fix something that isn’t working but can’t identify why

That’s when our advisory and project-based services deliver the most value.

With Lock & Ledger, you get high-level expertise with the flexibility and speed to move when your business needs it most.