Questions & Answers

Why use an external adviser ?

We will bring experience and objectivity to bear on the tactical and strategic problems you face.

We take pressure off you during a complex and often emotional process allowing you to continue to do what you do best - run the business.

We help in managing the detailed documentation, setting timescales and managing lawyers, bankers, and other advisers involved in the transaction - saving you time.

We are useful in positioning for negotiations - there is a barrier between you who will be taking the decisions and those talking to "the other side".

The involvement of the right professionals demonstrates intent and integrity on your part - you are understood to be serious.

We ensure any transaction is structured in the best way for you (both commercially and fiscally) - you get the best outcome.

An objective and constructive second opinion borne out of wide commercial experience can prove invaluable to you - complementing your unique industry knowledge.

We will keep a focus on the end point and ensure objectives are met and timetables are kept - you keep a focus on your business.

We are ideal where it is not cost effective to employ a full time in-house adviser - you only pay for what you need.

Why are we different ?

We know that every business and every business owner is different – there is no one size fits all solution. We know that for you, the business represents and supports a lifestyle.

We understand how your business can support the local community and employment.

We do not challenge any existing professional relationships as we do not undertake accountancy, auditing, bookkeeping or tax compliance activities.

We do however provide an additional level of expertise that many existing advisers are unable to provide due to cost constraints.

You can therefore instruct us to advise on strategic issues surrounding your business knowing that we will not disrupt existing relationships and that we will work closely with your existing advisers as a member of your business team.

Where do we operate ?

Based on the South Coast, we cover the whole of the South of England from Cornwall to Kent, with our core activity being in Dorset, Hampshire, Sussex, Surrey, Berkshire and Wiltshire.

The South’s other major financial centres of London and Bristol are also covered.

With such a wide geographic coverage, we have knowledge of a wide cross section of the local business community and can bring to your business the benefit, introducing potential business relationships and similar opportunities.

Be they customers or suppliers, buyers or sellers, funders or investors, we can arrange introductions relevant to you and your business.

Why should you talk to us ?

We have a three-way focus with a single objective. By concentrating on you, your business, your life, we aim to maximise our contribution to your goals and not only be real value for money, but one of the best investments that you will ever make in professional services.

A business partner that brings real practical experience to the table, supporting you, understanding the personal goals in your life, and recognising the importance of both to the success of your business.

How do you decide on the best course of action for your business ?

You might be thinking of selling all or part of your business, wondering what your tax bill might be might be, or, when you do sell who might buy your business. How you would approach an offer from your management to buy you out or even the merits of an employee lead buyout?

It is never too early to start planning for the next stage so ...