CFO-level oversight.Without thefull-time hire.
Fractional and embedded Group CFO services for property and care groups operating between £50m and £300m.
Not historical advisory.
Live. Operational. Today.
The most important thing to understand about our Portfolio CFO offering is that it is not theoretical. It is not drawn from case studies or decades-old engagements. We are currently, actively, and operationally the Group CFO to one of the largest fractional CFO mandates in the property and care sector.
That means when we advise your group, we bring a daily operating reality, live lender covenant management, real-time cash flow oversight, multi-entity consolidated reporting, governance across 15 entities, and the hard-won judgement that comes from sitting in the CFO seat every single day.
Most fractional CFOs have done the job. We are doing it right now. That is not a subtle distinction, it is the entire difference.
Our mandate covers a 15-entity property and care group with £205m in consolidated assets. The group includes a 500+ property portfolio generating £12m in rental yield, an £18m live construction programme, a 117-bed nursing home, and 140 supported living beds. We manage lender relationships, covenant compliance, board reporting, and group governance daily.
Paul Simon Magic Group
15-entity property and care group. Active Group CFO mandate since June 2021. Live lender relationships, monthly consolidated reporting, covenant compliance, and group governance.
This is live operational work, not advisory, not historical, not theoretical.
CFO-level capability across every function.
Every engagement is handled at principal level. You speak to Bharat Varsani. You are not allocated to a junior who manages your account between check-ins.
Groups that have outgrown
a finance function that reports backwards.
The Portfolio CFO service is designed for groups where the financial complexity has outpaced the internal finance function, but where a full-time Group CFO executive hire is either premature or unwarranted.
Other practice areas you may need.
When Does a Growing Business Actually Need a CFO?
A practical guide to the revenue, complexity and decision-load thresholds at which an owner-managed business stops outgrowing its finance function and needs CFO-level capability.
What Independent Deal Scrutiny Catches That the Seller's Adviser Misses
What independent pre-transaction scrutiny tests in a seller-prepared information memorandum, and the recurring patterns that change a buyer's view of the deal.
Five Red Flags Forensic Accountants Find in Target Company Financials
The five recurring patterns that flag a target company as higher-risk during pre-investment due diligence, what each one signals, and how forensic accountants test for them.
Whether it's tax, CFO
or strategic finance.
Whether you are seeking tax optimisation, CFO advisory or strategic finance support, we respond promptly and work with precision. No junior gatekeepers. You speak directly to Bharat Varsani FCCA.
19-21 Westfield Lane
Harrow, London HA3 9ED