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Business Planning and Development

We offer expert advice at every stage of business development; from start ups or buying your first business, through expansion and acquisitions, to sale or disposal. The service you experience is always finely tuned to your needs and goals. Your management accounts are an essential business tool clearly highlighting key data and trends, and our team is always available to offer advice and guidance.

Start Up Support

Our team has worked with many small business owners to guide them as they establish their business and implement effective financial systems. You will also get proactive help to spot business opportunities and maximise your profits and cash flow.

Restructuring

We offer a range of options for restructuring your business. To work best for you, the process is highly transparent and designed designed to achieve early agreement from all parties.

Forecasting

Banks routinely ask for robust forecasts before loaning money. We work closely with you to forecast future profit levels and cash flows with clearly stated assumptions. This doesn’t just help the bank, it also helps you make reasoned financial decisions and maintain adequate working capital. We monitor results against forecast projections, investigating and advising on variances, ensuring this fundamentally important management tool works for your business.

Raising Finance

Our team has the experience and knowledge to access finance where others may stumble. Whether you need cash for working capital or investment, we will help you identify what you need and guide you on how to obtain it. We also ensure that you take full advantage of any investment-related tax allowances.

Sales & Marketing

We can help you implement simple and effective ideas to increase your sales and profile, and we’ll stay with you to ensure things are followed up.

Exit Strategies

Whether you’re preparing to sell your business or need help with planning for succession, we have extensive experience in both areas. We can guide you through every step of the process.

Meet the Team

Phil Raisey ACA FCCA

Phil Raisey ACA FCCA

Managing Partner

Mark Smith

Mark Smith

Exeter Branch Manager

Paul Beard ACA FCCA

Paul Beard ACA FCCA

Managing Partner

Louisa Norton FCA CTA

Louisa Norton FCA CTA

Partner

Simon Wood FCCA

Simon Wood FCCA

Partner

Each department focuses on providing specialised and personalised service and our team is here to help you.