Business planning and direction

Planning for growth, implementing major changes and raising finance are key operations in the life of a thriving business. Our business advice, planning and transaction support services will assist you in achieving your goals.

Strategy and forecasts

Every business should plan ahead to ensure success but daily business pressures often conspire to delay the strategic planning process. Financial forecasts and management accounts are a crucial part of any business plan and we will ensure these are both meaningful and robust.

Succession and exit planning

Having built a successful business many owner managers want to ‘reap the rewards of their labours’. This generally involves realising their investment by an exit route through a management buyout, merger or outright sale. We will offer advice on business succession and provide a clear exit strategy to maximise the value of that business.

Acquisition and disposal

Buying, selling or merging a business can be a complex process. It is essential that all aspects of a negotiated deal are examined in detail and that the obligations of all parties are clear. We have a great deal of experience in this area and can offer knowledge and support through this often daunting experience.

Due diligence and financial reports

When negotiating to acquire another business it is essential the purchaser knows exactly what is being bought. We offer a comprehensive due diligence service to the purchaser that provides a pre-acquisition investigation and report on the target business. We can also provide reports to banks and other institutions, which may be required as part of a loan covenant.

Liaising with banks and institutions

We have developed strong relationships with banks and other financial institutions and can assist our clients when they are looking to raise finance.