We offer strategic advice whatever stage you’re at.

Our consultancy services include:

  • preparing a business plan that sets out your strategy
  • producing financial forecasts, models and budgets to support the plan
  • cashflow management
  • assistance with raising funds
  • evaluating strategic business plans

Business valuations

From owners who want to know how much their business is worth, to companies that are looking to buy or sell, or shareholders who wish to exit a company, business valuations can be a useful planning exercise.

We consider every case on an individual basis and ensure that we assess all unique factors that affect the value of your business.

Mergers, acquisitions and disposals

We work with established businesses on company mergers, acquisitions and disposals, including actively searching for the best strategic fits.

We help you by:

  • assessing merger or joint venture plans
  • carrying out due diligence on prospective targets or acquirers
  • providing transactions support during deal negotiations
  • making reports to the bank to assist funding plans

Whether you wish to grow your business by merging with another entity or through acquisition, we will advise you through every stage of the process - identifying or researching potential targets, managing approaches to targets, conducting due diligence investigations, and negotiating and structuring the deal through to completion.

Exit strategies and succession planning

Exit planning is a vital part of running a business as decisions you make today, regarding structure and operations, can have a significant impact on the amount you may be able to sell your business for and how much tax you will pay.

We will understand your objectives and plans for retirement and create a strategic plan to ensure that the current structure and operations help to facilitate your ultimate goals.

While retirement is a key consideration, succession may need to arise from illness or death and adequate planning should be in place to allow for any of these circumstances to ensure you have maximised your wealth and know the business will be in safe hands.

If disposal is your ultimate plan then we can help by:

  • Grooming the business for sale or flotation
  • Searching for and assessing potential buyers
  • Maximising the sale price and negotiating the terms of exit/handover
  • Minimising any tax arising on the sale
  • Advising you on how to invest the funds you receive on disposal

Contact us today to discuss your needs.

Related Services

  • Audit and Assurance
    categorey box image