Service 01
Corporate
Finance
Experienced advice for defining
business transactions
Buying, selling or restructuring a
business involves decisions with
lasting financial and personal
consequences. Our corporate finance
advisers provide clear, commercially
focused support throughout the
transaction.
We have successfully led and negotiated
management buyouts and advised owners
through significant changes in ownership.
From early planning and financial
modelling to funding, negotiation and
completion, we help clients manage
complexity, protect value and maintain
momentum.
Services include
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Management buyouts and buy-ins
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Business valuations and financial
modelling
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Deal structuring
-
Financial due diligence
-
Transaction planning and coordination
Ideal for
Business owners and management
teams facing significant
transactions, changes in ownership
or strategic financial decisions.
Service 02
Finance Director
& Strategic Finance
Senior financial leadership without
the full-time commitment
Gain access to an experienced Finance
Director who can bring clarity to your
financial position and help shape the
future of your business.
We support leadership teams with
financial strategy, forecasting,
cash-flow management, performance
reporting, funding requirements and
commercial decision-making.
We can also strengthen your financial
controls and develop systems that
remain effective as the business grows.
Ideal for
Businesses that need senior
financial leadership but do not
require — or are not ready to
appoint — a full-time Finance
Director.
Service 03
Outsourced
Accountancy
A dependable finance function,
scaled to your needs
From bookkeeping and credit control
to management accounts and Financial
Controller support, we provide the
people and processes required to keep
your finances accurate, controlled
and up to date.
Our support can supplement your
existing team or operate as a fully
outsourced finance function.
Because the service is flexible, it
can expand and adapt as your
requirements change.
Services include
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Financial Controller support
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Management accounts and
performance reporting
-
Assistant accountant services
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Bookkeeping
-
Credit control
-
Payroll and VAT support
-
Cash-flow monitoring
-
Company secretarial support
Ideal for
Businesses seeking a reliable,
cost-effective finance function
without recruiting every role
internally.
Service 04
Non-Executive
Director Services
Independent perspective and
constructive challenge
An experienced Non-Executive Director
can bring objectivity, accountability
and valuable external perspective to
your board.
We work alongside owners, directors
and senior leaders to test strategy,
challenge assumptions and improve
decision-making.
Our role is to provide constructive,
independent input while remaining
focused on the organisation’s
long-term success.
Support includes
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Board and leadership mentoring
-
Strategic planning and review
-
Independent scrutiny and challenge
-
Commercial and financial
problem-solving
-
Governance and board development
-
Communication with shareholders,
funders and other stakeholders
Ideal for
Ambitious businesses that want
to strengthen their leadership,
governance and strategic
decision-making.
Service 05
Debt & Equity
Fundraising
Funding the right management
buyout structure
We work alongside management teams to
structure and deliver the funding
required to complete management buyouts.
From developing the financial case and
funding strategy through to securing
and negotiating debt and equity
investment, we provide hands-on support
throughout the transaction.
We prepare robust financial forecasts
and business plans, engage with
appropriate funders and investors, and
help management negotiate the right
structure and terms.
Our focus is simple — securing the right
funding package while allowing management
to remain focused on running the business.
Support includes
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Funding strategy and financial case
development
-
Financial forecasts and business
plans
-
Debt funding
-
Equity investment
-
Funder and investor engagement
-
Funding structure and terms
negotiation
Ideal for
Management teams pursuing a
management buyout and requiring
support to develop, secure and
negotiate the appropriate funding
package.
Service 06
Business Disposals
& Acquisitions
Commercial advice from
preparation to completion
Whether you are looking to sell your
business or make a strategic acquisition,
we provide commercially focused advice
and hands-on support throughout the
transaction.
For shareholders considering a disposal,
we help position the business for sale,
assess valuation and deal structure,
identify potential buyers and negotiate
the transaction through to completion.
For acquisitions, we support clients in
identifying and evaluating opportunities,
assessing valuation and funding
requirements, structuring the deal and
negotiating commercial terms.
Throughout the process, we work closely
with management, funders, lawyers and
other advisers to keep the transaction
moving and achieve the best possible
outcome.
Support includes
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Business sale preparation and
positioning
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Valuation and deal structure
-
Buyer identification
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Acquisition opportunity assessment
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Funding requirements and structuring
-
Commercial negotiation
-
Transaction coordination through
to completion
Ideal for
Shareholders considering a business
sale and businesses looking to make
a strategic acquisition.
Service 07
Employee Ownership
Trusts
A structured route to succession
and employee ownership
We advise business owners considering a
sale to an Employee Ownership Trust as
part of their succession and exit
strategy.
We provide support with valuation,
transaction structuring, financial
modelling and funding, helping to create
a commercially sustainable solution that
balances the objectives of the exiting
shareholders with the long-term interests
of the business and its employees.
Support includes
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EOT feasibility and planning
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Business valuation
-
Transaction structuring
-
Financial modelling
-
Funding strategy and support
-
Succession and exit planning
Ideal for
Business owners considering
employee ownership as a succession
route and looking for a sustainable
structure for the future of their
business.