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.
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.
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.
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.
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
Exeter Branch Manager
Paul Beard ACA FCCA
Louisa Norton FCA CTA
Simon Wood FCCA
Each department focuses on providing specialised and personalised service and our team is here to help you.