Board Advisory
The Board is increasingly looking for consultants with a solid business track record.
Strategic Financial Advice
Is the proper capital structure of your company in place, any refinancing issues and are you in control in terms of risk management, compliance, sustainability and corporate governance?
Key focus areas:
- Capital structure and adequate financing (equity, debt and working capital)
- Refinancing agenda (long term debt, structured debt, trade finance and working capital)
- Restructuring: optimal financing structure
- Risk Management; scan of current Risk Policy (policies and procedures), comprising Continuity, Counterparty, Market, Treasury and Operational Risk
- Compliance; review the rules and regulations applicable to the company imposed upon by internal and external stakeholders. E.g. AML, KYC, UBO register but also adherence and other mandatory reports as demanded by banks, auditors, suppliers and government institutions
- Corporate Governance; review and align the existing policy and procedures with the updated Code; include ESG in overall policy
What can I offer?
Experienced senior banker and CFO with an international orientation; Proven track record in restructuring processes, refinancing and other complex financial and risk issues.
CEO/CFO Business Coaching
Most senior executives do have an executive coach; few coaches however offer business counselling as well; leaders are looking for peers who can act as sparring partners who can offer expert advice on certain complex business issues.
- Coaching and counselling of CEO and CFO; empowering them in the role and act as a mentor for certain strategic matters
- Provide guidance for young entrepreneurs in start-ups and scale-ups who need coaching and or mentoring
- Develop an effective communication strategy for the Board of Directors, Advisory Board, External Auditor and other stakeholders
- Review Leadership effectiveness; What needs to be done to improve motivation, retain talented people and in general improve the performance
What can I bring?
Seasoned business leader with experience in executive roles in good and bad times. Fully understands the expectations of the board and other stakeholders. Can act as a sounding board for young leaders and entrepreneurs.
CFO Consultancy
Certain CFO may lack certain skills that are part of the job. When searching for a new CFO a comprehensive profile is paramount.
- Consultant for the CFO who may lack expertise in certain areas
- Preparation of a scan to analyse and determine the scope of a certain advisory project
- Drafting a CFO profile based on the needs of the finance function
- Coaching and mentoring the newly hired CFO
What can I bring?
Many years of experience in Corporate Finance (Treasury and CFO) and Banking. With this background I am ideally positioned to understand the needs and expectations of the board, banks and other stakeholders.
Team Audit
What can leaders do if they’re unsure or concerned about a team’s performance?
In today’s complex world, organizations need the right leadership teams to address the challenges of today and tomorrow. One of the first priorities of a new CEO is to find to out if the existing leadership team is capable of achieving the next level. Team Audit is the process whereby the team is analysed on the basis of relevant questions about past achievements, competencies, strengths and weaknesses of team members and to get clarity on team dynamics.
Team audit is also important to consider during restructuring and/or business transformations, whereby teams will necessarily face prompting the question to find out if the leadership team is qualified and fit to continue.
Approach
Team Audit looks at team performance through four lenses:
- What a great team needs to know (Align)
- What a successful team leader does (Build)
- The attributes of a team player (Connect)
- The critical factors that support team learning (Development)
Asking the right questions provides insight into the team’s performance. Using Hogan Leadership Forecast Series could be an appropriate tool the to assess the team as a whole and the team members individually.
Why me?
Drawing on my leadership and coaching experience, I have the tools and skills to lead a Team audit in close cooperation with the CEO.
Key competencies
Personal style
Levert Advisory Services
CoC 77062892
VAT NL860888265B01