We see it as an important part of our role to understand your business and your financial goals. As our partners take time to build a relationship with you, they will come to understand your expansion ambitions (whether organic or requiring funding) and your long-term thoughts about sale or succession.

They can then help you create the financial and operational business plans to help you realise your objectives, through fully-integrated profit and cashflow planning.

We recommend regular strategic meetings to monitor performance and progress towards your goals.

Specifically, we can also help with:

Company valuations

Whether you’re buying, selling or introducing new shareholders, we work to minimise risk and ensure deals are completed on favourable terms.

Acquisition support

Through our local and national contacts, we can help you identify suitable acquisition targets and advise on deal structuring, funding and tax.

Project funding and business re-financing

Whether you require a conventional bank overdraft and loans, commercial mortgages, asset finance or factoring and confidential invoice discounting, we can help make the arrangements. We can also assist with stock and other trade finance, development/venture capital or angel funding and the pursuit of grants.

Investigations and due diligence

We can undertake assignments on behalf of clients, banks and other types of investors and also prepare reports to help with decisions on acquisitions and lending.