Scope of Services
The areas of intervention are tailored to the company’s size, structure and stage of development, through advisory, temporary or fractional assignments or, where the scope and development prospects are consistent, also through full-time engagements.
I support small entrepreneurs and SMEs that do not have a structured internal finance function, or that are looking for a flexible professional point of reference during growth paths, generational transitions, organisational transformation, corporate transactions and discussions with banks, investors, advisors or industrial counterparties.
One of the emerging frontiers in the use of AI is the development of specialised AI agents (Brochure)
Where the scope of the assignment is consistent in terms of size, complexity and development prospects, full-time CFO / Finance Director roles may also be considered.
Senior support to the administration, finance and controlling function of SMEs, with interventions tailored to the company’s specific needs: advisory, temporary, fractional or project-based, including in the context of growth paths and generational transitions.
Family Business Succession
A structured approach to transferring leadership, responsibilities and business value.
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A tailor-made outsourced management control service for SMEs, with automated data flows, customised reporting and AI-supported analysis.
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Using AI Agents to Support the CFO
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Tailored ESG pathways and 231 Organisational Models for SMEs: governance, sustainability, risk prevention and practical tools to engage more effectively with banks, clients and stakeholders.
Support for SMEs in growth, transformation, acquisition and integration processes, as well as assistance in discussions with banks and investors.
For projects involving greater complexity or requiring a broader mix of skills, interventions may be carried out in collaboration with a qualified network of consulting firms and specialised professionals, with complementary expertise in finance, tax, legal, ESG, Italian Legislative Decree 231 models, operations, organisation and M&A.