* Strategic guidance on fund raising or business exit
* Guidance on mergers, acquisitions, or business sale
* Optimize value through best tax and deal structuring
* Projections, financial modelling, and investor preparation
* Confidential and professional service from the start
* Strategic guidance on fund raising or business exit
* Guidance on mergers, acquisitions, or business sale
* Optimize value through best tax and deal structuring
* Projections, financial modelling, and investor preparation
* Confidential and professional service from the start
* Business people looking to raise capital or get investment
* Startups and growing businesses gearing up to scale
* Businesses looking to purchase or sell a business
* Strategic financial planning or exit opportunities needed by directors
* Due diligence support or shareholder takeover by businesses
Financial statements and forecasts
Business plans or pitch decks
Company valuations (if available)
Shareholder agreements and corporate structure
Existing debt or funding agreements
Initial strategy consultation and business review
Financial modelling and valuation support
Tax-efficient structuring of deals and finance
M&A advisory (acquisition, disposal, restructuring)
Liaison with lenders, investors, or buyers
Ongoing support post-transaction if required
Not applicable — varies by transaction or event timelines. We assist with Companies House, HMRC, and legal deadlines where relevant.
Explore examples of how we’ve made tax returns simpler and more accurate.
✅ Scale-Up Raising Investment
A growth capital of £500k needed to be raised by a technology startup. We developed financial projections, structured the share issue, and helped with investor meetings and tax relief schemes (like SEIS/EIS).
✅ Owner Seeking to Sell Company
A well–established retail business was on the market for sale. We helped with business valuation, tax-efficient structuring advice, and arranged all financial preparations for the sale, making the exit smoother.
* Reduce tax burden when buying or selling companies
* Structure and plan transactions with effectiveness
* Identify financial threats and opportunities
* Comply with HMRC and Companies Act requirements
* Support with UK and cross-border deals
* Complete control of pension investment policy
* Contribute tax-deductibly as a company director
* Borrow money back from your company (loanback facility)
* Invest in commercial property or equities
* Leave pension wealth tax-free to dependents
* Avoid high fees paid to large pension providers
* Transparency of probate and inheritance tax
* Accurate valuations and tax workings to estates
* Support with HMRC and reporting on estates
* Reduce risk of error or penalty
* Compassionate, professional advice at trying times
* Tax-effective reorganisation proposals
* Help with mergers, demergers and reorganisations of groups
* Minimising risk, cost, and disruption
* Companies House and HMRC compliance
* Expert advice on shareholder or ownership change
* Strategic guidance on fund raising or business exit
* Guidance on mergers, acquisitions, or business sale
* Optimize value through best tax and deal structuring
* Projections, financial modelling, and investor preparation
* Confidential and professional service from the start
* Detect fraud, misstatements, and financial irregularities
* Deliver succinct, precise forensic reports
* Litigation support, HMRC case work, and audit support
* Assisting with professional, experienced discretion
* Protect your business from financial loss