We offer a range of strategic, finance and operational support services all delivered from an experienced and commercial perspective. Examples of what we can help you with include:

 

Business Planning

​

Preparation of a solid business plan is the key to securing funding for your business, helping potential lenders and investors understand the vision and goals of the business and ensuring you focus your understanding of the business strategy.

​

Information will include details of the team, their skills and experience, market analysis, competition, the positioning of your service or product in the marketplace, marketing plans, historic financials, financial forecasts and cashflows and exit strategy.

 

We can take your ideas, passion and drive and produce a business plan with you that is in your own style but "investor-friendly" or we can provide a review service of your existing plan ensuring the plan is produced in a way that will grab the attention of potential lenders and investors.  We can prepare you for investor pitches ensuring you are equipped to answer questions that will arise and can deliver your pitch with a professionalism that complements your own style.   

​

Funding advice & tax incentives

​

Wherever you are on your business journey, knowing your options along the way is key to making successful progress. Crucially this applies to options for financing your business. 

 

Depending on what stage your business is at, and what future plans, challenges or opportunities lie ahead and are to be prioritised, we can advise on the alternative routes giving you knowledge so that the journey is far less daunting. It may be initial funding you are after, funding to launch a new brand or product, expanding into new markets, improving your cash position or investing in a new location. Choosing debt or equity. Exploring leasing opportunities. Ensuring your investors can take advantage of generous tax reliefs under SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) making investment in your business more attractive. Whatever your stage and requirement, we can help you understand your options and make relevant introductions through our extensive network.

​

Incentivising Key Staff

​

Aligning the interests of key team members with your own can be key to building a successful business. The provision of bonus schemes that pay out on achievement of your KPIs at key stages is one option and avoids any dilution for existing shareholders. To secure a longer term commitment from staff, or to attract key team players when you are perhaps unable to pay market rates, employee share options can be very attractive. The Enterprise Management Incentive (EMI) scheme is government backed and allows you to offer tax efficient share options to your staff.  We can help identify which incentives are relevant to your business and sit comfortably with your culture and set the schemes up for you.

​

Fractional CFO/Finance Director Services

​

For full details click here.

​

Expansion strategy

​

You want to expand but are unsure which direction to go. We can help you evaluate opportunities, understanding the feasibility of possible routes, negotiating with potential strategic partners on your behalf. It may be a product or service tie-up with a complementary partner or an opportunity to expand into new territories, perhaps opening up a new location. We'll help you understand the terms that are right for your business so you get value in any new relationship or opportunity and significantly reduce the risk of a bad move.

​

Due Diligence & Non-Executive

 

We are uniquely positioned to undertake due diligence work on prospective investments through our combination of industry and professional experience.