Shoot for the stars and realise your ambitions. With over 25 years both at the coalface and in advisory positions, we set out to make your route to success more straightforward and to help you avoid costly mistakes. We've taken ideas and created businesses with them, raising finance and floating companies, playing the roles of Chief Financial Officer and Chief Executive along the way for both private companies and PLCs.  

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From start up through growth phases and eventual exit, with our extensive commercial experience we'll support you through business planning and forecasting, managing your cashflow and ensuring you have timely and accurate information to make informed decisions. Mentoring and managing any in-house finance team and acting as your business partner.

 

We can get as involved in the detail as you want us to. Helping you build your product and price mix; agreeing a route to market and developing sales and marketing strategies. Recruiting key staff, assessing and incentivising team players, negotiating contracts and key strategic deals. Raising finance with minimal fuss allowing your investors to take advantage of generous tax breaks through SEIS & EIS where applicable, putting in place key operational processes. Achieving your desired exit.

 

Our background is finance but our experience and extensive network stretches well beyond to Operations, Business Development, Marketing, IT, Legal & Human Resources. Our Founder, Ben Margolis BFP FCA, developed his career with UK and international blue chips before multi-discipline, Board level involvement with entrepreneurial businesses across various sectors through start-up and scale-up phases. He is a Fellow of the Institute of Chartered Accountants in England & Wales.