Providing a portfolio of SMEs and OMBs with accounting, tax and business advisory. Projects have included:BUSINESS ACQUISITIONPreparation of financial forecasts for the purposes of raising financeAdvising business owners regarding the acquisition processLiaising with all parties, and advisers, to ensure a successful outcomeSUCCESSION PLANNING - MBOBusiness valuation for the purposes of a management buy-outMeeting with existing owners and potential… Show more Providing a portfolio of SMEs and OMBs with accounting, tax and business advisory. Projects have included:BUSINESS ACQUISITIONPreparation of financial forecasts for the purposes of raising financeAdvising business owners regarding the acquisition processLiaising with all parties, and advisers, to ensure a successful outcomeSUCCESSION PLANNING - MBOBusiness valuation for the purposes of a management buy-outMeeting with existing owners and potential owners regarding the deal structureOverseeing the preparation of share purchase agreementADVISOR - LOCAL AUTHORITYSupporting the board with a new business ventureAdvising on accounting and technical mattersPresentation of financial information at board meetings Show less

Business advisor specialising in owner managed businesses and larger corporate clients. Advising in all areas of compliance for individuals and companies from personal tax returns to audited financial statements.