Services

Our services are wide-ranging and are not provided in isolation but usually encompass the following key areas:

Succession planning

Advising on passing the business down the generations. Read More

Corporate finance

Including mergers, acquisitions and disposals. Read More

Funding issues

Including putting together funding documents and financial models for submission to a range of finance providers. Read More

Tax consultancy and structures

Advice for the short term but most importantly tax structures appropriate to the long term objectives of the business. Read More

Personal wealth planning

Including choosing appropriate pension vehicles and tax efficient structures. Read More

Strategic planning

Focused on identifying business objectives and creating practical plans to achieve them. Read More

Special projects

A range of skills and assignments to assist businessss in achieving their objectives. Read More

Retained advisor services

Bringing all of our services together to provide holistic advice to all stakeholders on an ongoing basis. Read More

Family business advisor

We recognise how strong a family business can be, if managed appropriately, and there are significant benefits to using outside advisers to put in place a “system” that will manage the conflict and build on the strengths. Read More

Equity Crowdfunding

We use an innovative and creative approach which the more traditional advisory firms find difficult to emulate. Read More

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