Luke Smith Fca, Cdir

Luke Smith Fca, Cdir Email and Phone Number

Founding Partner @ Rialto Investment Partners
Jersey
Luke Smith Fca, Cdir's Location
Jersey, Jersey
Luke Smith Fca, Cdir's Contact Details

Luke Smith Fca, Cdir personal email

n/a
About Luke Smith Fca, Cdir

Over the last 15 years, as their Trusted Advisor, I have attended and contributed to over 2,000 strategic meetings of the directors of owner-managed businesses. These businesses do not compete with each other but in 50 different industries in Jersey and the UK.This and my 10,000 hours of experience, reading and research into business growth, emotional mastery, people motivation and influence gives me a unique insight into why owner-managed businesses are successful or not and how to improve them.My daily goal is to improve the lives of my customers and colleagues and to demonstrate great financial reporting and conversations help revolutionise small business' performance.

Luke Smith Fca, Cdir's Current Company Details
Rialto Investment Partners

Rialto Investment Partners

View
Founding Partner
Jersey
Website:
rialto.je
Employees:
7
Luke Smith Fca, Cdir Work Experience Details
  • Rialto Investment Partners
    Founding Partner
    Rialto Investment Partners
    Jersey
  • Rialto Investment Partners
    Partner
    Rialto Investment Partners Oct 2020 - Present
    Jersey
    Rialto acquires owner-managed businesses with over 10 years trading history which are too small for traditional private equity to be interested but too big for their management teams to MBO. We create value through the acquisition and development of owner-managed businesses providing portfolio companies and clients a best in class shared services model across IT, Human Resources, Operations and Financial Control.
  • Purpose.
    Managing Director And Founder
    Purpose. May 2007 - Present
    Jersey
    Delivering a holistic approach to owner-managers and their businesses in Jersey by having the courage to care about them and their customers. We act as a bridge between a "twice a year, here's my bill" accountant and a full time commercial FD.Our customers increase profits, cash-flow or work-life balance through regular advice, enlightened reporting, a structured approach to business management and an independent view - resulting in positive changes in team behaviour.Valuation… Show more Delivering a holistic approach to owner-managers and their businesses in Jersey by having the courage to care about them and their customers. We act as a bridge between a "twice a year, here's my bill" accountant and a full time commercial FD.Our customers increase profits, cash-flow or work-life balance through regular advice, enlightened reporting, a structured approach to business management and an independent view - resulting in positive changes in team behaviour.Valuation of trading businesses in Jersey in the context of an acquisition or sale, shareholder dispute or a divorce. Huge experience of mergers, acquisitions and disposals including negotiating on behalf of clients. 100% successful experience of giving expert testimony in court and at mediation in relation to owner-managed business valuations. Show less
  • Maillard & Co
    Director
    Maillard & Co Feb 2021 - Present
    Jersey
    My focus as a Director of the group is making sure products and services are as effective and valuable as they can be to clients. I am also responsible for oversight of the commercial success of the trading businesses.
  • Signtech (C.I.) Limited
    Director
    Signtech (C.I.) Limited Jan 2023 - Present
    Jersey
  • Offshore Payroll
    Director
    Offshore Payroll Jan 2020 - Present
    Jersey
    Bringing together experts in technology, accountancy and payroll to create the Islands' only SAAS payroll platform sending hundreds of thousands of payslips to employees in Jersey, Guernsey, the Isle of Man and those of no tax residence.
  • Repowering London
    Honorary Finance Director
    Repowering London Jun 2017 - Jul 2021
    London, United Kingdom
    Repowering London is a not-for-profit organisation that specialises in facilitating the co-production of community-owned renewable energy projects. Repowering seeks to create resilient, empowered communities that control and own the generation and usage of renewable energyI sit on the board with overall responsibility for the financial control of the organisation helping realise their goals with strategic financial direction.
  • The Clarity Project
    Founder
    The Clarity Project May 2018 - Feb 2019
    Jersey, United Kingdom
    Giving businesses control:• Control over their data,• Control over their finances; and• Control over their future.The Clarity Platform will be fuelled with Clarity Tokens. Providing clarity to create a better business, better life and better world.
  • Jersey Chamber Of Commerce
    Honorary Treasurer
    Jersey Chamber Of Commerce Apr 2012 - May 2017
    Jersey
  • C5 Alliance Group Limited
    Finance Director
    C5 Alliance Group Limited Mar 2013 - Apr 2017
    Jersey
    I started at C5 in 2010 when the business had only 40 staff and no financial control or reporting function. Growth in the consultancy business occurred quickly with the business growing to 75 by early 2013. During 2013, I was responsible for putting the deal together to buy ITEX the largest managed services provider in the Channel Islands. Following the acquisition we merged four accounting packages into 1 and put in place SaaS solutions for the combined business with new, best in… Show more I started at C5 in 2010 when the business had only 40 staff and no financial control or reporting function. Growth in the consultancy business occurred quickly with the business growing to 75 by early 2013. During 2013, I was responsible for putting the deal together to buy ITEX the largest managed services provider in the Channel Islands. Following the acquisition we merged four accounting packages into 1 and put in place SaaS solutions for the combined business with new, best in class, management reporting. Show less
  • Close Brothers
    Finance Director
    Close Brothers Feb 2003 - Apr 2007
    Jersey
    Overall in charge of the internal financial control and management function and client accounting functions.Developing multi-jurisdictional management information packs for analysis at plc and board level over 4 jurisdictions and £40M turnover and financial models around budgeting, forecasting and for regulatory reporting purposes.Lead on financial control and reporting projects in relation to retail fund accounting and delivery of financial information to investors.
  • Kpmg
    Audit Senior
    Kpmg Aug 1999 - Feb 2003
    As in-charge auditor to a variety of administration firms in a regulated environment I had experience of guiding trust and fund administration businesses through the maze, resolving legislative and best practice "hiccups" sensibly and commercially and understanding that in an audit environment there is little added value in simply getting the numbers right, but real value in developing clear best practice procedures.

Luke Smith Fca, Cdir Skills

Accounting Mergers And Acquisitions Finance Financial Reporting Management Accounting Business Strategy Valuation Strategy Tax Communication Business Intelligence Business Process New Business Development Forecasting Strategic Planning Forensic Accounting Corporate Tax Financial Control Management Consulting Small Business Business Analysis Risk Management Management Managerial Finance Due Diligence Financial Analysis Financial Modeling Business Planning Budgets Corporate Finance Financial Accounting Strategic Financial Planning Business Process Improvement Restructuring Analysis Cash Flow Financial Audits Auditing Budgeting Business Development Financial Planning

Frequently Asked Questions about Luke Smith Fca, Cdir

What company does Luke Smith Fca, Cdir work for?

Luke Smith Fca, Cdir works for Rialto Investment Partners

What is Luke Smith Fca, Cdir's role at the current company?

Luke Smith Fca, Cdir's current role is Founding Partner.

What is Luke Smith Fca, Cdir's email address?

Luke Smith Fca, Cdir's email address is ls****@****ple.com

What skills is Luke Smith Fca, Cdir known for?

Luke Smith Fca, Cdir has skills like Accounting, Mergers And Acquisitions, Finance, Financial Reporting, Management Accounting, Business Strategy, Valuation, Strategy, Tax, Communication, Business Intelligence, Business Process.

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