Luke Smith Fca, Cdir work email
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Luke Smith Fca, Cdir personal email
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.
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Founding PartnerRialto Investment PartnersJersey -
PartnerRialto Investment Partners Oct 2020 - PresentJerseyRialto 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. -
Managing Director And FounderPurpose. May 2007 - PresentJerseyDelivering 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 -
DirectorMaillard & Co Feb 2021 - PresentJerseyMy 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. -
DirectorSigntech (C.I.) Limited Jan 2023 - PresentJersey -
DirectorOffshore Payroll Jan 2020 - PresentJerseyBringing 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. -
Honorary Finance DirectorRepowering London Jun 2017 - Jul 2021London, United KingdomRepowering 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. -
FounderThe Clarity Project May 2018 - Feb 2019Jersey, United KingdomGiving 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. -
Honorary TreasurerJersey Chamber Of Commerce Apr 2012 - May 2017Jersey -
Finance DirectorC5 Alliance Group Limited Mar 2013 - Apr 2017JerseyI 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 -
Finance DirectorClose Brothers Feb 2003 - Apr 2007JerseyOverall 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. -
Audit SeniorKpmg Aug 1999 - Feb 2003As 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
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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