Business Acquisition Support

Acquisition & Due Diligence

Supported a client through the acquisitionof a business by carrying out financial duediligence and valuation analysis.
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Services included

• ✓ Financial due diligence
• ✓ Enterprise valuation
• ✓  Working capital review
• ✓ EBITDA normalisation

Outcome

Our financial review identified key adjustments that strengthened the buyer's negotiating position and helped secure a more favourable purchase price.

Self Assessment & Tax Planning

Individuals & Sole Traders

Supported self-employed individuals with tax planning, record keeping and Self Assessment compliance.
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Services included

• ✓ Self Assessment tax returns
• ✓ Income and expense reviews
• ✓ Allowable expense identification
• ✓ Tax planning and estimates
• ✓ Record-keeping guidance
• ✓ HMRC compliance support

Outcome

Helped the client minimise their tax liability by making full use of available tax reliefs, allowances and allowable expenses.

Finance Function Build-Out

Finance Operations & Controls

Supported a growing business by developing and strengthening its finance function, implementing core financial processes, controls and reporting to support future growth

Services included

• ✓ Accounts Receivable (AR) implementation
• ✓ Accounts Payable (AP) implementation
• ✓ Payroll processes and controls
• ✓ Month-end close procedures
• ✓ Management accounts and reporting
• ✓ Cash flow management
• ✓ Financial controls and reconciliations
• ✓ KPI dashboards and performance reporting

Outcome

Established a structured finance function that improved financial visibility, strengthened internal controls and supported informed decision-making.