Do any of these case studies identify similar problems to those you are facing currently?

Case studies for Charities

• Assisted an International Learned Society by facilitating a two day meeting of their trustees and executive team to re-examine their present strategy and constitution and start to formulate a new way forward. Followed that up 5 years later with another facilitation to formulate the next 5 year plan.
• Advised a small charity on the process of incorporation.
• Reviewed a business plan of a small health related national charity and advised on some additional areas for consideration.

• Trustee training for eight charities both local and national on a variety of subjects including Trustee Roles and Responsibilities, Risk Management, Governance Procedures, Strategic Planning etc.
• Advised a prospective chief executive on some questions to ask at interview arising from the annual accounts of a charity.
• Advising on the winding up of two small charities and preserving their ethos within another charity.
• Carried out a Governance review for a national charity leading to both organisational efficiencies and full scale risk review including advising on Board Procedures and assisting with the review of skills including the production of a Skills Matrix.
• Speaker on Corporate Social Responsibility.
• Assisted with a holistic review on two Midlands based charities concentrating on finance and governance.
• Speaker on Adding Value to your Business.
• Speaker on Business Planning
• Speaker on Risk for Charities and SME's
• Chairing Conference on "Growing Your Business Globally
• Advising a new charity on the registration process.
• Helping four charities with their registration process
• Working with a new company to create the correct structures to make it investable going forward.
• Presented a half day seminar to senior trustees and senior members of the executive team of a large charity on the impact of Risk on their organisation.
• Governance Report on structures and operations for eight small charities including constitution,policies and procedures.
• Advising a small local charity on trustee engagement and alternative approaches to funding shortfalls.
• Advising a charity on selecting an alternative auditor and the tender process.
• Advising a charity on outsourcing it's finance function.
• Governance Report on structures and operations for a small national charity.
• Advising a charity on setting up a trading subsidiary.
• Working with other colleagues of In The Round Advisors to carry out a holistic review of a large environmental charity covering Strategy and Governance procedures, Funding and Commercial Activities and Operations, IT and HR matters.
• Providing assistance to firms of accountants with their charity clients including cold reviews of accounts and files and delivering training.
• Advising a new CIC on it's Business and Strategic Plans, Policies and Procedures
• Preparing a report on an allegation of abuse of power made by an ex trustee against a senior trustee
• Carrying out two Board Effectiveness Reviews
• Mentoring a Chair of Trustees 
• Independent Scrutiny of Trustee Elections

Case Studies for SME's

• Assisted a textile company to put together an invitation to tender for new auditors and to establish some guidelines to assist in the final selection.
• Advised a property investment company on things to consider when deciding on a diversification plan.
• Facilitated a meeting of the senior leadership team of a small professional services team to consider efficiencies.
• Advised on a share restructuring of a family company.
• Advised on an internal sale of a family manufacturing company including providing an independent valuation of the vendors shares.
• Assisted a textile company in identifying additional losses following an internal fraud which as a result recovered upwards of £500k
• Valued a small pub company for tax purposes.
• Reviewed 5 years of accounts on behalf of a minority shareholder for signs abnormal spending by the directors.
• A SWOT Analysis of a small company in the motor industry to assist them in setting priorities when considering expansion.
• Carrying out eight Financial Due Diligence Reviews of potential acquisitions in the Facilities Management , Automotive and Aerospace sectors
• Working with a solictor to increase the breadth and quality of management information and advised on a tender process for new auditors