Navigating a business from survival to success: A case study

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Overview

In episode 10, we explore the case study of a business barely surviving rapid growth in the renewable energy sector who went from struggle to success thanks to advisor, CFO David Maher, Founder of Right Brain Insights.  

David used Fathom's forecasting and analysis tools as the backbone of the advisory process. He shares how Right Brain Insights engaged this client and worked with them to stabilise a cash shortfall post-COVID to grow successfully in an aggressive market. David shows as an example forecast on screen and steps through his forecasting process.

Packed with David’s insights, we learn the value of forecasting and analysis to plan for the future by understanding past and present performance.    

Download the Fathom x Right Brain Insights case study here.

Learn how to

  • Use Fathom in a client engagement process (scoping session to formal engagement)
  • How to use Fathom onscreen to engage clients from the first client meeting
  • Use forecasting with clients: 1) Foundation, 2) The story, 3) Economic engine, 4) Implementation, and 5) Communication.
  • Get started with Fathom forecasting with David's helpful tips

Learn how to

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About your presenter
About your presenters
David Maher

David Maher | CFO and Founder, Right Brain Insights

Based in Australia, Right Brain Insights (RBI) provides outsourced CFO services to Melbourne based industrial, manufacturing & trade service businesses who need to implement financial controls and command financial performance.  

Founder and CFO, David Maher, is an economist by training with a background in financial analysis and banking. David has also served in the Australian Army and is passionate about helping business owners understand their numbers and achieve their life goals.  

Connect with David on LinkedIn | Right Brain Insights

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