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Business planning

Business strategy

Our support for you and your business stretches well beyond the essential standard accountancy services. We aim to work with you and your business to ensure success. We will help you to set targets and give you the knowledge and understanding to enable you to reach your goals.

We can assist you with:

  • Business start-ups to enable you to ‘get it right’ from the outset
  • Computer, digital solutions and IT systems advice
  • Financial information systems to help monitor and track success
  • Goal setting and advice on reaching your targets
  • Formulating a plan of action to direct your business

Financial and tax planning

We can help you to shape your business to build the most tax-effective structure to assist you in being financially sustainable. Our services include:

  • Business structuring including restructuring or reorganisations
  • Cash flow forecasting and management
  • Efficient billing and cash collection
  • Financial management
  • Raising finance

Succession planning

Thinking about your business in the long term is essential and we bring objectivity and the expertise to assist you through this process.

We are skilled in preparing businesses for:

  • Building a stable future and legacy
  • Financial security during times of change
  • Management buy-ins and buy-outs
  • Mergers and acquisitions
  • The retirement of directors and key staff
  • Valuing the business

Retirement and inheritance planning

You and your staff will retire and you need to make provisions. Our aim is to help you to plan for a healthy income on retirement. At our initial free consultation we hope we can build a foundation of trust and understanding that will help you, your business and/or your family.

We can discuss how we can help you with:

  • Advice on inheritance tax planning
  • Building a legacy including trusts and estates
  • Exit strategies that are tax efficient
  • Managing complex family financial situations
  • Personal pensions, workplace pensions and employer ‘automatic enrolment’ duties

Please contact us by phone 01248 351 586 or by filling in this FORM and we can have a chat over a cup of coffee to see how we can help you.

COVID-19 Statement

For our clients

The office is in operation but in line with current guidance on social distancing we are unfortunately not accepting visitors into our premises.

If you wish to drop off your records at the office, please would you either telephone us in advance or alternatively please knock and wait for the door to be answered by a member of staff.

If you would like to pick up records please contact us in advance so that we can ensure your records are ready for you.

We are conducting our services via phone, email and virtual meetings wherever possible.

We can provide short face to face meetings, but as you can appreciate we are trying to keep this service to a minimum.

Thank you for your patience and understanding at this time. Please rest assured our customers will continue to receive a timely, safe and friendly service delivered with expertise.