01455 556 143 

ADDED VALUE SERVICES 

Our core Taxation Services consist of... 

Business Growth 
Business Valuations 
Business Plans 
Management Systems 
Raising Finance 
Strategic Planning 

Business Growth 

Business growth services include... 
 
Setting goals and an action plan to get you where you want to be - see strategic planning 
Removing the blocks that are stopping you from getting where you want to be 
Bench-marking against other businesses in your industry - do you know how you compare to the best and the average in your industry 
Getting the systems in place to allow your business to grow 
Performance monitoring including use of key performance indicators 
Marketing strategy 
Unique selling point development 
Pricing strategy - have you tested what your optimum selling price is? 
Raising finance to allow you to invest in growth 
Improving the potential of your team members 
Measuring and testing everything so that you can continually improve 
 
For more information see our ... 
 
Business growth helpsheets 
Business profitability calculators 
For more information, see our IR35 and contractors helpsheet. 
 

Business Valuations 

Valuations can be required for... 
 
Monitoring how the business is performing against goals; 
Taxation and negotiating with the tax authorities; 
Business sales and purchases; 
Business mergers; 
Divorce proceedings and matrimonial disputes; 
Raising finance; 
Company buy back of shares; 
Tax planning; 
Financial reporting requirements; 
Shareholder/partner disputes; 
Pension and exit planning. 
 
We can provide business valuation services for unincorporated entities and shares in unquoted companies based in the UK including assistance with dispute resolution and litigation. 
 

Business Plans 

Business plans are also regularly needed to support finance applications, especially bank lending. We can assist with all aspects of the business plan including... 
Business strategy and goal setting 
Budgets 
Cash flow forecasts 
Profit forecasts 
All written elements of the plan such as business background, marketing plan, SWOT analysis, markets, competition and all of the other key elements that need presenting in the most suitable way to lenders. 
After you've produced the plan, you need to monitor how you are doing against the plan and we can help you with this. 
 
See our helpsheet on writing a business plan. 

Management Systems 

Our consultancy services can include a review of your management information systems, particularly in relation to your financial systems and controls that will enable you to take full control of your business. 
 
This can include... 
 
Cash controls 
Debtor control 
Stock control 
Purchasing systems 
Cost controls 
Budgeting 
Financial reporting systems 
 
Reliable management information allows you to react quickly to changing business needs. 
 

Raising Finance 

Do you know the most likely source of finance at the best rates? 
 
Through our close working relationships with finance sources we can assist in advising on the right type of finance for you and offer advice on... 
 
Bank loans and overdrafts 
Hire purchase 
Personal loans 
Sales invoice factoring and discounting 
Leasing and contract hire 
Venture capital 
Private investment sources 
 
For more information see our: 
 
How to get a grant helpsheet 
How to raise finance helpsheet 
Writing a business plan helpsheet 
 

Strategic Planning 

You've probably been told many times that planning is crucial to success in business but somehow you've never quite got round to it. 
 
Rather than having a planned strategy you run your business by... 
 
Trusting your intuition; 
Using instant decisions; 
And generally riding the rollercoaster. 
 
That may well work and we do realise that gut feelings are a crucial business skill in successful entrepreneurs. But planning is still crucial. Research shows that those businesses that do plan and have clear strategies are far more successful. 
Our strategic planning service helps you... 
 
Agree on long-term strategic goals both personally and for the business 
Identify where you are now 
Work ON the business so that you can spend less time working IN it 
Indentify the blocks in the strategy 
Agree an operational strategy to overcome the blocks and meet those goals 
Develop business growth systems 
Grow a great team of people 
Monitor your results against those goals 
Manage the money in your business 
Develop an exit strategy 
 
The result is an agreed ACTION PLAN. 
 
For more information see our ... 
Business growth helpsheets 
Call us anytime: 
01455 556 143 
Want to find out more? 
Arrange a meeting 
Wondering about costs? 
No obligation quote 
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