Our Services

Commercial Business Advise

Facilitating Businesses to develop short, medium and long term objectives and goals
Everyone knows that a successful business must plan ahead, but all too often the pressures of keeping the business going, on a day to day basis, means that strategic planning is not given the attention it needs. The result is often rushed judgements, over or under capacity, or missed opportunities.
Every business owner needs a business adviser who has the time and space to work with the proprietors or directors, to develop short, medium and long term objectives and goals, and advise on appropriate courses of action when the time is right.

Assist clients with their overall strategic plan advising on clear evaluation techniques for existing businesses and business start-ups
The challenges faced by many businesses are acute at the start up stage. Therefore our support for clients starts at the difficult early stages and continues through the life of a business. We can provide guidance and input into the planning process and can take a step back to help review the business. Our role may change through the life of the firm but our focus is always to understand the business and help to give the business and you the best possible chance of success.

We can help to:

• Assess the most suitable format for your business
  
• Establish a business plan on start-up
  
• Obtain finance
  
• Set up a limited company
  
• Prepare & analyse management information
  
• Prepare budgets and cash flow forecasts
  
• Developing client’s business plans and corporate finance work

Reviewing opportunities for acquisition or disposal of business units
Sometimes the best way to improve your competitive position in the marketplace is through a merger or acquisition. This can be a complex and time consuming process, if it is not well researched and skilfully negotiated it could make matters worse, not better.

Don’t take a risk let us help you:

• Identify potential targets for M&A
  
• Screen targets for suitability
  
• Prepare a negotiating strategy
  
• Raise the necessary capital
  
• Develop an integration plan
  
• Optimise the tax and financial position of the combined enterprise

At other times you may decide to improve your profitability through a disposal. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?

Providing interim management
If a member of your team is unable to work, due to unforeseen circumstances, your business may suffer and it may not be viable to have on the payroll a person with the credentials of an experienced finance director. Therefore it may sometimes be necessary to fill the post temporarily and this is where we can help with our Interim Management service. We provide someone with the knowledge and experience to fill that gap.
Many clients benefit from, for example, a day's input each month to either steer a particular initiative or mentor the managing director.
We can usually fill that resource gap in a way that effectively pays for itself, if not adding even more value.

If you would like advice on any of these issues please fill out an enquiry form on the Contact us page. Alternatively please see our Business Bank for online tips and information.