Resources

Insights for ambitious operators.

Read our latest writing on strategic finance — and see real case studies from clients we've worked with.

The Singletree Series

Premium resources for ambitious operators.

CFO-grade frameworks, checklists and diagnostics — written by the team behind our advisory engagements. Free to download.

Series · 0130-point audit

Financial Health Checklist

Financial Health Checklist

A 30-point CFO-grade audit covering profitability, tax efficiency, cash flow, operations and forecasting readiness.

  • Profitability scorecard
  • Cash flow tripwires
  • Tax efficiency review
  • Forecasting readiness
Series · 02Liquidity playbook

The Cash Flow Guide

The Cash Flow Guide

Forecasting, liquidity management and stability frameworks for hospitality, e-commerce and growth-stage businesses.

  • 13-week rolling forecast
  • Liquidity levers in order
  • Hospitality cash dynamics
  • DTC working capital
Series · 035-step framework

Growth Planning Guide

Growth Planning Guide

The five-step planning framework we use with Singletree CFO clients scaling from £1m to £20m revenue.

  • 3-statement financial spine
  • Driver-based forecasting
  • Strategic budgeting
  • 90-day execution rhythm
Series · 045-section diagnostic

CFO Readiness Assessment

CFO Readiness Assessment

A diagnostic for founders between £500k and £20m revenue: is your business ready for strategic finance leadership?

  • Business maturity score
  • Reporting systems audit
  • Forecasting capability
  • Scalability check

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