Budgets and Cashflow Forecasts

Budgets and cashflow forecasts are an essential part of business planning. However not all businesses have the time or expertise to prepare such projections. We have a vast amount of experience in their preparation and can either assist the business in preparing their own projections or carry out the complete process.

Business Plans

Business Plans are more than budget and cashflow projections, they are a statement of what an organisation believes itself to be and where and what it aims to be in the future. The plan deals not only with numbers but also with products, management personnel, corporate aims and objectives and threats to the business. Our experience of preparing and assisting in the preparation of Business Plans is ready for clients to call upon to help them create their vision of the future of their business.

Due Diligence

Before purchasing a company, a business - or part of either - a Due Diligence process is carried out whereby the purchaser’s advisers examine the records of the business to be acquired. The purpose of this examination is to confirm that the financial position of the business is what the seller says it is. We are able to carry out the Financial Due Diligence process for clients.

Corporate Restructuring

Corporate restructuring is being used more and more as a tool to facilitate the bringing of additional shareholders into a company or group of companies, or conversely providing an exit route for a shareholder. Carefully planned restructuring can be highly effective in a number of areas, particularly succession planning and tax mitigation. We have the experience and expertise to achieve these goals.

Feasibility Studies

If clients are unsure of the outcome of a proposed course of action or uncertain whether to proceed with a particular project, we can assist by carrying out a feasibility study. The aim being to help the client make the right decision for the business.

Share Valuations

Share valuations can be needed for many reasons. Such valuations are either fiscal, meaning they are required for tax purposes, or non-fiscal, meaning they are required for some other reason, such as a sale of shares in a private company or a dispute between shareholders. Each type of valuation requires a different approach and we have considerable experience of both.