…where you are now and where you want to be
First, we help you clarify your personal goals and how the company can help you achieve those goals. This includes thinking about when and if you want to sell the company and retire, or if you want to take a back seat in running the company.
We review your accounts systems, tax planning, personal finances and general business issues. This identifies quick and easy ways to make improvements and save tax, and starts to explore longer term planning opportunities. Download Financial Healthcheck.
This is a graphical analysis of the key numbers in your recent years’ accounts, and of important ratios and trends in the numbers. It also looks to the future to see how improving in key areas can increase your profits and company valuation.
We like to get an understanding of your primary aim in life, including your income needs (now and later), your plans for your retirement, your role in the business, and your working time.
We define how your business can deliver on your personal goals. This includes setting targets for the key measures of your success, and identifying what is needed to achieve them.