Strategic Planning Support

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.

"Strategic planning support 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
Acquiring or merging with another business requires expert advice to ensure success. Through our help and support, we can help and advise you on deal structuring, funding and tax implications.

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.

Create

We work with you to understand and build a plan to achieve your business and financial goals, providing tailored advice and support services as you grow.

Retain

Through planning, we aim to support high growth and minimise the tax burden while adopting a right-first-time, on-time approach with accounts, audit and other compliance services.

Realise

We work with you when exiting the business through sale or succession to realise the wealth you have created tax-efficiently, together with planning for you and your family’s future.

ACCOUNTS

Whether you operate as a company, partnership, sole trader or charity you need to prepare annual accounts. Barlow Andrews will take the stress and headaches associated with this process away from you.

BUSINESS SUPPORT

Running a small or medium-sized business, you may be looking for ways to fill gaps in skills or to reduce your administrative burden and save costs. Our team at Beech Business support services can step in to help.

STRATEGIC PLANNING

As an essential part of our role to understand your business and your financial goals, our partners take time to build relationships and come to understand and help you formulate and realise the ambition for your business.

CHARITIES

We act for a large number of clients in the voluntary sector and advise their trustees, directors and managers on all the financial aspects of running effective charities, CIC’s, CIO’s and other not-for-profit organisations.

TAX

By taking the time to build a relationship with you and understand the nature of your business, we are able to help you achieve maximum tax efficiency – retaining and realising wealth.

CLOUD

Cloud accounting software is fast replacing traditional desktop versions for small to medium sized businesses. In addition to the benefits it offers, the government are mandating the use of digital records.

Contact Us

For further information or to request a call back from one of our team, please complete the form below.