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.
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.
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.
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.
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.
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
Predictable, flexible monthly retainer.
Tangible value from day one.
Scales with your business.
Systems and playbooks that stay with you.
Measurable, performance-driven outcomes.
Immediate partnership.
Investor-grade insight and reporting.
Lean, practical, adaptable.
Builds internal confidence and capability.
Traditional CFO
£200k+ per year.
6-12 months to deliver results.
Fixed role.
Single-person dependency.
Hard-to-measure ROI.
Slow, costly recruitment.
Variable investor confidence.
Rigid, corporate.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

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.

"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
"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.
Section headline about
who we work with

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for a part-time CFO
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Write about the values your clients get from your company. Peace of mind? Quick results? Bigger income?
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