Our strategic development service is divided into three distinct phases :

1. Start up

The new business program provides

• A free initial consultation designed to evaluate your business and personal targets
• Assistance with business plans and raising of finance
• Book keeping training
• Computerised accounting advice

2. Established business

Typically a business that has been trading for 3 -4 years with established accounting and reporting.

• Assistance with the business plan
• Strategy meeting designed to evaluate where business is today and where you want to take it.
• The setting of milestones designed to monitor tasks and assign responsibilities
• Representation at key business meetings

One of the things that all of the UK's most sucessful companies have in common is that they hold regular Board Meetings to discuss strategy. One of our partners will gladly come to any of your key business meetings as a resource to help you make the very best use of your time

3. Succession and exit planning

When a family company has key employees wanting to retire the options are either to sell to in-house employees or find an outside buyer. Often you will have in mind a figure that you would like to raise from the sale of the business and we can become involved in:

• Drafting a business plan to identify sales and profitability targets to be achieved in the trading period up to the sale.
• Preparing a valuation report.
• Devising a tax strategy on how best to minimise the impact of tax on sale.
• Providing recommendations on investment of proceeds including trust and estate planning.

A business advisor can provide a free initial consultation and an appraisal of the services appropriate to the life cycle of your business.

For more information contact: