Board-ready,

Investor-ready,

Future-ready




From early-stage startups to established scale-ups, Valkrest delivers the financial direction and strategic insight that empower leaders to grow with certainty – not guesswork.

Hand holding a seedling with two leaves.
Shield logo with zigzag line, and an orange horizontal line.
Are you a start-up or new business?

Starting a business is exciting, we help you get your finances right from day one so you can grow with confidence.

Hand holding a seedling with two leaves.
Shield logo with zigzag line, and an orange horizontal line.
Guiding Your First Steps of Growth

Every business journey is unique, and early growth can feel uncertain. We provide clarity and structure, helping you build momentum with confidence for long-term success.

Hand holding a small plant, signifying growth or environmental care.
Shield logo with zigzag line, and an orange horizontal line.
The Numbers Behind Your Scale-Up

Scaling a business is exciting but complex. We turn your numbers into strategy, helping you manage growth with confidence and build on strong financial foundations.

Hand holding a seedling.
Shield logo with zigzag line, and an orange horizontal line.
Planning Your Next Chapter

Exiting or passing on a business is a major milestone. We provide clear, practical guidance to protect your legacy, support your team, and maximise value with confidence.

Hand holding a seedling with two leaves.
Shield logo with zigzag line, and an orange horizontal line.
Helping You Feel Confident About Your Wealth

Managing personal wealth can feel overwhelming, but you’re not alone. We provide practical guidance to help you understand your finances, make informed decisions, and plan with confidence.

Valkrest vs
Full-Time CFO




The smarter way to access CFO expertise.

Valkrest

Clock icon with a stack of lines, indicating a schedule or time-related function.

Black checkmark.

Predictable, flexible monthly retainer.

Black check mark on a white background, indicating a positive selection or confirmation.

Tangible value from day one.

Black checkmark symbol.

Scales with your business.

Black checkmark.

Systems and playbooks that stay with you.

Black checkmark on a white background.

Measurable, performance-driven outcomes.

Black checkmark.

Immediate partnership.

Black check mark.

Investor-grade insight and reporting.

Black check mark symbol.

Lean, practical, adaptable.

Black check mark.

Builds internal confidence and capability.


Traditional CFO

Clock with a pound sign (£) indicating time is money.
Black "X" symbol on white background.

£200k+ per year.

Black "X" symbol on a white background.

6-12 months to deliver results.

Black "X" symbol on a white background.

Fixed role.

Black "X" symbol on white background.

Single-person dependency.

A bold, black "X" symbol on a white background.

Hard-to-measure ROI.

Black "X" on a white background.

Slow, costly recruitment.

Black "X" symbol on a white background.

Variable investor confidence.

Black "X" on a white background.

Rigid, corporate.

Black "X" symbol on a white background.

Limited team impact.

Our Services Across the Business Lifecycle




Every business has a journey. Valkrest gives you the clarity and structure to make every stage count – from first launch to successful exit.

Orange vertical lines flanking a shield icon with orange and black graphics.

Planning Your Next Chapter

Hand holding a plant with two leaves, a symbol of growth.

Exiting or passing on a business is a major milestone. We provide clear, practical guidance to protect your legacy, support your team, and maximise value with confidence.

Orange vertical lines flanking a shield icon with orange and black graphics.

Helping You Feel Confident About Your Wealth

Hand holding a sprouting plant.

Managing personal wealth can feel overwhelming, but you’re not alone. We provide practical guidance to help you understand your finances, make informed decisions, and plan with confidence.

Emblem with a black and orange design, with a dashed brown line above and below.

Startups

Set up for success from day one.
We help you build financial systems, model cash flow, and create investor-ready business plans that transform vision into traction. Whether you’re preparing to raise, validate, or expand, we make sure every decision builds your foundation for scale.

Rocket ship taking off.
Emblem with a black and orange design, with a dashed brown line above and below.

Early Growth

Turn momentum into strategy.

As revenue rises, complexity grows. Valkrest structures your operations, defines financial KPIs, and builds systems that ensure sustainable growth – not accidental wins.

Upward trending bar graph with an arrow indicating growth.
Emblem with a black and orange design, with a dashed brown line above and below.

Scaling Businesses

Clarity at speed.

We translate financial performance into actionable insight – guiding funding, expansion, and strategic decision-making so your business scales with control and confidence.

Dashed-line square encompassing a smaller solid square.
Emblem with a black and orange design, with a dashed brown line above and below.

Exit & Succession

Smooth transitions. Strong valuations.

Whether you're preparing to sell, hand over, or step back, Valkrest ensures your business is exit-ready, investor-ready, and future-proof. We bring calm, structure, and foresight to protect value every step of the way.

Box with horizontal arrow exiting right.
Emblem with a black and orange design, with a dashed brown line above and below.

Personal Wealth Coaching

Connecting business success to personal confidence.

We help founders and leaders align business and personal goals through structured planning and financial coaching – giving you peace of mind, not more spreadsheets.

Diamond-shaped gem icon, gray.
Orange vertical lines flanking a shield icon with orange and black graphics.

Planning Your Next Chapter

Hand holding a sprouting plant.

Exiting or passing on a business is a major milestone. We provide clear, practical guidance to protect your legacy, support your team, and maximise value with confidence.

Orange vertical lines flanking a shield icon with orange and black graphics.

Helping You Feel Confident About Your Wealth

Hand holding a seedling with two leaves.

Managing personal wealth can feel overwhelming, but you’re not alone. We provide practical guidance to help you understand your finances, make informed decisions, and plan with confidence.

Brown dotted line with a badge containing lines, and a wave.

Startups

Set up for success from day one.

We help you build financial systems, model cash flow, and create investor-ready business plans that transform vision into traction. Whether you’re preparing to raise, validate, or expand, we make sure every decision builds your foundation for scale.

Rocket ship taking off, with flames trailing.
Brown dotted line with a badge containing lines, and a wave.

Early Growth

Turn momentum into strategy.

As revenue rises, complexity grows. Valkrest structures your operations, defines financial KPIs, and builds systems that ensure sustainable growth – not accidental wins.

Bar graph showing increasing data trend.
Brown dotted line with a badge containing lines, and a wave.

Scaling businesses

Clarity at speed.

We translate financial performance into actionable insight – guiding funding, expansion, and strategic decision-making so your business scales with control and confidence.

Dashed-line square with a smaller, solid square inside.
Brown dotted line with a badge containing lines, and a wave.

Exit & Succession

Smooth transitions. Strong valuations.

Whether you're preparing to sell, hand over, or step back, Valkrest ensures your business is exit-ready, investor-ready, and future-proof. We bring calm, structure, and foresight to protect value every step of the way.

Box with arrow pointing right.
Brown dotted line with a badge containing lines, and a wave.

Personal Wealth

Connecting business success to personal confidence.

We help founders and leaders align business and personal goals through structured planning and financial coaching – giving you peace of mind, not more spreadsheets.

Diamond shape, gray.
Brown dotted line with a badge containing lines, and a wave.

Startups

Set up for success from day one.

We help you build financial systems, model cash flow, and create investor-ready business plans that transform vision into traction. Whether you’re preparing to raise, validate, or expand, we make sure every decision builds your foundation for scale.

Brown dotted line with a badge containing lines, and a wave.

Early Growth

Turn momentum into strategy.

As revenue rises, complexity grows. Valkrest structures your operations, defines financial KPIs, and builds systems that ensure sustainable growth – not accidental wins.

Brown dotted line with a badge containing lines, and a wave.

Scaling businesses

Clarity at speed.

We translate financial performance into actionable insight – guiding funding, expansion, and strategic decision-making so your business scales with control and confidence.

Brown dotted line with a badge containing lines, and a wave.

Exit & Succession

Smooth transitions. Strong valuations.

Whether you're preparing to sell, hand over, or step back, Valkrest ensures your business is exit-ready, investor-ready, and future-proof. We bring calm, structure, and foresight to protect value every step of the way.

Brown dotted line with a badge containing lines, and a wave.

Personal Wealth

Connecting business success to personal confidence.

We help founders and leaders align business and personal goals through structured planning and financial coaching – giving you peace of mind, not more spreadsheets.

Our services across the business lifecycle




We take the time to understand your current business and how we can use our expertise to increase your success and growth.

Orange vertical lines flanking a shield icon with orange and black graphics.

Are you a start-up or new business?

Starting a business is exciting, we help you get your finances right from day one so you can grow with confidence.

Hand holding a seedling with two leaves.
Orange vertical lines with a badge containing a downward chevron and a zig-zag line.

Helping You Feel Confident About Your Wealth

Managing personal wealth can feel overwhelming, but you’re not alone. We provide practical guidance to help you understand your finances, make informed decisions, and plan with confidence.

Hand holding a seedling with two leaves, symbolizing growth.

Are you a start-up or new business?

Orange lines with a shield logo in the middle. The logo has a checkmark and a line graph.

Starting a business is exciting, we help you get your finances right from day one so you can grow with confidence.

Hand holding a seedling with two leaves.

Are you a start-up or new business?

Orange lines with a shield logo in the middle. The logo has a checkmark and a line graph.

Starting a business is exciting, we help you get your finances right from day one so you can grow with confidence.

Hand holding a sprouting plant.
Orange vertical lines with a blue and orange shield in the middle.

Helping You Feel Confident About Your Wealth

Hand holding a plant with two leaves, symbolizing growth and nurturing.

Managing personal wealth can feel overwhelming, but you’re not alone. We provide practical guidance to help you understand your finances, make informed decisions, and plan with confidence.

Startup Services:

Building the Foundation



Starting a business is thrilling and challenging. We help you get your finances right from day one, so you can focus on growing your ideas with confidence.

Setting Startups Up for Success

Early decisions shape the future of your business. We help pre-seed and startup founders create strong financial foundations, giving you clarity, confidence, and the freedom to focus on growth. With the right guidance from day one, your ideas have the best chance to thrive

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

42%

of startups fail because their financial models don’t match market reality. Most discover this only after funding runs dry.

2.5x

more likely to secure investment when armed with a clear business plan and cash flow forecast.

1 in 5

UK startups survive beyond 5 years without structured financial oversight. With strategic planning, survival triples

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

Early-Growth Services:

Turning Momentum into Structure



Every business journey is unique, and those first steps into growth can feel uncertain. We’re here to provide clarity, structure, and reassurance, so you can focus on building momentum with confidence. With the right guidance, early growth becomes a solid foundation for long-term success.

Foundations for What’s Ahead

In the early stages, every choice carries weight. We help founders create financial clarity from day one, building strong foundations that give your startup the best chance to grow, adapt, and succeed.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

60%

of early-growth companies experience cashflow pressure due to poor forecasting and delayed receivables.

3x

growth for firms with monthly management reporting than those without clear performance tracking.

40%

of small businesses hit a growth ceiling due to lack of scalable financial infrastructure – not market limits.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

Scale-Up Services:

Sustaining Acceleration



Scaling a business brings excitement, and complexity. From managing cash flow to securing investment, the right financial structure is what keeps growth sustainable. We help you put the numbers to work, turning data into strategy so you can scale with confidence. With Valkrest by your side, your growth story is built on strong financial foundations.

Strong Starts, Smarter Growth

We help founders build solid financial foundations from day one, so you can focus on growing your vision with confidence.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

70%

of scale-ups face funding strain within 18 months of expansion if financial systems aren’t upgraded.

3x

higher valuations re achieved for companies with strong governance frameworks when seeking investment or sale.

4.5x

higher chance of successful international expansion when scaling with structured financial strategy and oversight.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

Exit & Succession Services:

Protecting Value



Exiting or passing on a business is a major milestone, and it can feel overwhelming without the right guidance. We work with you to create a clear, practical plan that protects your legacy, supports your team, and maximises value. Our goal is to make the process smooth, confident, and tailored to your unique goals.

Your Launchpad for Growth

Big ideas need strong foundations. We’ll help you get the numbers right from day one, so you can focus on building, scaling, and thriving with confidence.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

75%

of owners regret their exit within 12 months. Most cite lack of preparation and valuation clarity.

Up to 

30%

increased business value when exit-ready planning is started 12-24 months in advance.
Over

60%

of SME owners have no formal succession strategy, risking leadership gaps and valuation erosion.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

Personal Wealth Coaching



Managing personal wealth can feel overwhelming, but you don’t have to do it alone. We provide practical, personalised guidance to help you understand your finances, make informed decisions, and plan with confidence.

Building Strong Foundation

Our goal is to give you clarity, peace of mind, and the tools to grow and protect what matters most.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

32%

of high earners feel in control of their long-term wealth planning.

70%

more wealth is preserved for families that have structured intergenerational plans in place
Up to

40%

of downside exposure is reduced with diversified portfolios, improving long-term financial resilience.

Find Clarity in Your Numbers



Book a call with us today, and see your numbers with fresh clarity and purpose.

Are you a start-up or new business?



Starting a business is thrilling and challenging. We help you get your finances right from day one, so you can focus on growing your ideas with confidence.

Clock tower of Big Ben, London, with blue clock faces against a cloudy sky.

Setting Startups Up for Success

Early decisions shape the future of your business. We help pre-seed and startup founders create strong financial foundations, giving you clarity, confidence, and the freedom to focus on growth. With the right guidance from day one, your ideas have the best chance to thrive.

42%

of startups fail because there is no market need — often identified too late without financial modelling.
Startups with a business plan are

2.5x

more likely to secure investment.
Only

1 in 5

UK startups survive beyond 5 years without structured financial guidance.

Call to action for startup / pre-seed audience



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Case Studies




Real results, real impact. Discover how Valkrest has helped businesses navigate growth, change, and success with confidence.

Bubble Bliss Champagne Experience Bar logo in green and gold on white.

"Valkrest took my vision for Bubble Bliss from a sketch on a napkin to Paris's most celebrated champagne bar. Their strategic financial guidance gave me the clarity, control, and confidence to build – and keep growing – a business that truly sparkles."

Founder

Bubble Bliss



Read Case Study

"Valkrest helped us bring modern financial precision to our heritage craft without losing the soul of what makes Bestline Tailoring special. For the first time, we have real-time clarity on performance across every line – turning instinct into insight and tradition into sustainable growth."

Senior Partner

Bestline Tailoring Ltd.



Read Case Study

Section headline about who we work with




Blue sketched bar graph with an upward-pointing arrow, indicating growth.

Working title: Scaling Businesses

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Working title: Investor-Backed Portfolios 

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Three blue stacks of blocks, each with a person icon, illustrating upward growth.

Working title: People-led Growth Teams

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Blue wooden signpost with three directional arrows.

Working title: Businesses in Transition

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Woman in denim shirt on a video call, typing on laptop at a white table, holding a mug.

Step 1.

Look how easy it is to get started.

Step 1.

Look how easy it is to get started.

Step 1.

Look how easy it is to get started.

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Call to action to book a meeting


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Section headline about reasons for a part-time CFO



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Working title for reason 1

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Working title for reason 1

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Write about the values your clients get from your company. Peace of mind? Quick results? Bigger income? 

Benefit 1

Check mark inside a circle.

Write about the values your clients get from your company. Peace of mind? Quick results? Bigger income? 

Benefit 2

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Write about the values your clients get from your company. Peace of mind? Quick results? Bigger income? 

Benefit 3

Black check mark inside a black circle.

Your product, in action.

Orange
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