Strengthening Your SME with Expert Financial Advisory Committees

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TriC Global’s Financial Advisory Committees provide expert oversight and strategic financial planning to help your SME achieve long-term success.

Why Your SME Needs a Financial Planning Committee

Running a small or medium enterprise is like steering a ship through ever-changing waters. You focus on growth, product development, customer experience… and suddenly, financial planning feels overwhelming. A financial planning committee can be the steady hand you need.

Think of it as a specialised board within your company that:
– Monitors budgets
– Ensures regulatory compliance
– Advises on reserve funds
– Reviews investment policies

Sound similar to a big corporation? It doesn’t have to be. Even a lean team can gain huge value from structured oversight.

What Is a Financial Advisory Committee?

A Financial Advisory Committee (FAC) is more than a finance team. It’s a group of seasoned advisors—internal or external—who guide your executive board. They:
– Examine financial statements for clarity and transparency
– Recommend annual budgets and forecasts
– Advise on major expenses (e.g., any new cost over $50,000)
– Protect your assets and resources

The result? You gain confidence in every financial decision.

The Core Responsibilities of a Strong Committee

Drawing inspiration from industry best practice, a robust financial planning committee typically handles:

1. Budget Oversight
   • Regular analysis of actual vs forecasted spending
   • Recommendations for cost savings and reallocations

2. Policy and Reserves
   • Advising on reserve fund levels
   • Suggesting when to tap into reserves

3. Investment Monitoring
   • Setting investment objectives
   • Ensuring policies deliver the desired returns

4. Compliance and Reporting
   • Verifying adherence to laws, regulations, and standards
   • Preparing clear reports for annual general meetings

5. Income Diversification
   • Exploring alternative revenue streams
   • Assessing changes to membership dues or service fees

How TriC Global Elevates Your Committee’s Impact

At TriC Global, we know SMEs face unique challenges. That’s why our financial planning committee service integrates seamlessly with our flagship offerings:

IPO as a Service

Our end-to-end support for public offerings ensures you’re IPO-ready from day one. Sound financial governance is a must for investors. Our committee experts work with your leadership to:
– Craft transparent financial disclosures
– Optimise your capital structure
– Streamline compliance for NASDAQ and other exchanges

Global Partnership Network (GPN)

Growth doesn’t stop at borders. Through GPN, your FAC gains access to:
– Legal specialists in multiple jurisdictions
– Co-investment opportunities
– Cross-border M&A insights

Real-World Example: From Chaos to Clarity

Let me share a quick story. One of our UK-based clients was drowning in month-end reconciliations. Their board had no clear view of cash flow. We stepped in, set up a small financial planning committee, and:
– Introduced monthly dashboards
– Defined reserve policies
– Linked budgets to strategic goals

Within three months, they secured a $5 million Series B round—confident investors praised their governance.

Building Your Committee in 5 Steps

Ready to launch? Here’s how we guide you:

1. Assemble Your Team
   • Include finance, operations and one independent advisor
2. Define Charter and Scope
   • Set clear objectives and responsibilities
3. Schedule Regular Meetings
   • Quarterly kick-offs, monthly check-ins
4. Integrate with IPO as a Service
   • Align financial reviews with listing preparations
5. Monitor, Report, Improve
   • Annual reports for stakeholders
   • Continuous feedback loops

The TriC Global Difference

You’ve seen big firms offer financial committees. But SMEs deserve tailored, hands-on support. Our strengths:
– Expertise: 25+ years in capital markets
– Hands-On: We don’t just advise—we roll up our sleeves
– Network: Leverage our global partners in the United States, Canada, UK and emerging markets

Yes, competition is fierce. But most consulting firms expect you to adapt. We adapt to you.

Ready to strengthen your SME with expert financial planning committees?
Contact us today and let TriC Global guide your journey to sustainable growth.

Get Started with TriC Global