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Strategic Business Planning & Advice
Our Strategic Business Planning and Advice service is known regionally for positively restructuring businesses, converting ideas into reality, delivering effective tax structures, budgets and funding, formulating business strategies and restructuring partnerships.
Our team of qualified Chartered Surveyors will help lead and direct teams of people, provide a practical and realistic approach to problems, recognize good people and good advice, value and appraise your assets and provide in-house breadth and depth of knowledge.
Farm Management
We are specialists in the North from the Humber to the Tweed in all aspects of farm business management, which includes:
- Preparation of Annual Farm budgets; including gross margin analysis, final costs and net profit.
- Preparation of Annual Cash flow Budgets.
- Monthly monitoring of cash flows for clients and their advisors, which includes forecasting on a rolling 12 month basis.
- Preparation of Statement of Accounts as part of annual financial revenues.
The business has a highly regarded team of qualified professionals with skills and knowledge of productive lowland arable and livestock farms, including dairy, pig and poultry farms to extensive upland hill farms.
Business Recovery
We have one of the leading business recovery teams in the north east, specialising in the rural sector. We assist businesses who have encountered difficulty in management, cash flow or profitability, often as part of a larger team and we have an excellent track record for delivering and monitoring an effective strategic plan. We have in-depth knowledge and experience in dealing with a wide range of cases, taking instructions from banks, asset based lenders and insolvency practitioners. For further details, click on the links below:
Taxation & Family Wealth/Business Planning
Key to providing effective tax and business advice – and then “getting the job done” – is to understand the client’s objectives. To get this all important first step right, we have set up an innovative service which we call “a blue sky review” where we have a meeting with you. The agenda is yours and our role is to assist you in identifying what is important to you and what is required to achieve your goals. Generally with input from your other advisors (accountant and solicitor), the result is a clear action plan which we will then help you to implement – its aim is to realise your aspirations in a tax and cost efficient manner so giving you the peace of mind that comes from knowing that your plans will actually “happen” and are not left to chance. A successful outcome will be the one that delivers your personal, family and business goals with the minimum of exposure to tax.
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