Owner Managed Businesses

Juggling day-to-day demands often leaves little time to steer your business forward.

We believe in supporting businesses beyond box-ticking compliance measures.

We want to be your partner in growth and help you gain a greater understanding of the financial options open to you.

Strategic business planning

A growing business needs a good plan working beneath the surface.

We help you to define your organisation’s structure, products, services, sales plans and customer‑care standards so that they are all working towards the goal of growth.

We can support you in testing project viability and securing funding to get it off the ground or expand so that your business dreams become a reality.

For more information on how to lay the groundwork of a successful business, speak to our team today!

Outsourced Finance Director Service

If you want the professional expertise of a Finance Director, but don’t want the added employment burdens, then you should outsource.

We have experts ready to go who can help you with a full range of financial issues.

An outsourced Finance Director can provide:

Cost‑Effective expertise – Outsource your finance function and avoid recruitment, training and employment overheads.
Proactive planning – Spot cash‑flow risks before they hit. An outsourced Financial Director builds rolling forecasts and “what‑if” scenarios to guide you through uncertainty.
Real‑Time business insight – Regular accounts and management reports show exactly where you stand, so you can pivot quickly if profits dip.
HMRC compliance – Stay up to date with ever-changing payroll and tax guidelines, freeing you up to focus on your core business.

Find out more

Growth and financing

Having ready access to capital as and when you need to is key for any business looking to succeed.

We can help you understand the role that banks and alternative funding can play in your business, including commercial mortgages, asset finance and peer-to-peer lending.

We can work with you to compile grant applications and business angel introductions.

Tax planning and tax saving

Tax payments are naturally linked to profitability but with careful planning at critical stages of the business cycle, we can help you make considerable tax savings and at times reduce your liability to nil.

Cash flow and operations

Working capital is a good measure of potential success.

Knowing how to build working capital and when to invest it is the sign of a shrewd entrepreneur.

Our expert team can help you with the intricacies of credit‑control review and cash‑flow cycle management.

This can result in stock, debtor and creditor‑day improvements, all while introducing efficient systems and procedures for seamless operations.

Profit and performance improvement

Our experience can help you boost profitability and performance.

Our experts will consider your current situation and benchmark your performance against others in your sector to drive your business forward. We can help you with:

Performance reviews, benchmarking and profit‑boosting initiatives
Pricing reviews, profit margins and competitor analysis

Cost reduction service

Knowing where your money is going can help you reduce your costs over time.

There may be some bills that are slightly too high that could slip under your radar.

Nothing escapes our expert eyes as we conduct utilities, telecoms, insurance, finance and supply‑chain reviews to discover where savings can be made.

We also handle waste‑management and other overhead‑cutting opportunities so that you get a clear financial picture.

Protecting you and your business

No matter what life throws your way, you want to ensure your business will still be here tomorrow.

We canadvise on:

Life, critical illness and income‑protection cover
Key‑person insurance and corporate/partnership life assurance
Tax-efficient structuring of premiums

Retirement and succession planning

You’re not going to be running this business forever and when the time comes to step down, you want to make sure it’s in safe hands.

Your exit is as much about securing your legacy as anything else, so we can guide you through tax-efficient retirement strategies and pension reviews.

For family‑businesses, we offer additional succession support, including non-family key‑staff transitions.

Maximising value before sale

You have worked hard to make your business a success and now you want to get the reward for that labour.

To boost your confidence when selling, we offer:

Business valuation and growth‑opportunity identification
Contract, system and structure reviews to enhance attractiveness
Pre-sale tax planning and value‑boosting recommendations