David Hole


David has 35 years experience in the restructuring & turnaround space, 30 years in the private sector and now specializing in the charity sector. David is happy to consult as a trusted advisor as well as undertake operational and financial direct roles, such as, CEO or CFO. His core skills are legal, finance & entrepreneurship with a thirst for learning and his leadership style is collaborative and inclusive with a subtle direction of travel, priorities, and time frames. David’s motto is “plan your future before others plan it for you”.


Key skills & experience

Mergers & Acquisition – Identification, communication, DD, structuring, project facilitation, integration.

Strategic Planning & Budgeting – Identification & financial modelling of options to safeguard and maximize charitable objectives

Governance & Leadership – Quality & effective board packs plus Support, recruitment & development of Chair, Board, CEO, SMT and staff / clients

Business modelling – Integrated modelling to anticipate & manage issues & opportunities

Transformational Change – Developing a collaborative plan, execution, communication & ownership across the organisation (often under time and monetary pressures)

Commercial acumen – The benefit of 30 yrs. private and professional section experience for the not-for-profit sector, identifying similarities, differences & effective legal forms.

Entrepreneurship – Over 20 years personal experience of creating various businesses in the services and manufacturing sector, identifying value (impact or profit) where others see none.

Restructuring & Turnaround – Provision of holistic high impact direct financial and operational plans & comms with stakeholders current and future.


Recent projects

Interim CFO – 6-month role, project involved post-merger integration issues, an enterprise-wide software initiative needed relaunching with national significance, operational adoption, finance team stabilised, directly assisting CEO & board with strategic planning and budgets, report writing for new software, consulting on contract & income generation, new financial board pack and recruitment of new permanent CFO.

Interim CEO – 6-month role for a brand partner of a UK charity for older people. Exploration of further mergers, completion of audited accounts, stabilised the SMT, financially modelled the charity, proposed, and implemented restructuring plan, recruited permanent CEO and a shared CFO, a focus on employee & client communication, recruited 4 new trustees, close working with chair and board on strategic development options. Provision of new board pack.

Trusted advisor – acting as a consultant for Bayes Business School – Centre for Charity Effectiveness consulted with a major UK federated mental health charity regarding the Impact of the Covid Pandemic, Strategic planning, and Sustainability.

CRO (Chief Restructuring Officer) – 6-month role, analysis and financial modelling, creation of a restructuring plan, direct working with Chair, board, and CEO plus external advisors. Sale of properties to create liquid free reserves. Management of stakeholders, communication with LA’s, MP’s, NHS, and foundations. Negotiation re going concern with auditors. Proposals & modelling for a regional merger of 5 brand partners.

Eastside Primetimers