Inheritance Tax Planning

Business Valuation lies at the heart of strategic planning, director performance improvement, and work on profits and growth.

 

Inheritance Tax PlanningOur objective is to be the biggest single factor in the increased value of our clients' businesses.

You may not have planned for a sale of your business, but at some time it will come. Do you know when, and how much you might get for it - or would be prepared to accept? If you are a larger business, do your agreements support an exit when your objectives are achieved, or could you be made to pass up a super exit opportunity by colleagues not willing to go?

 

We know that businesses which focus on profitability and growth (as routes to creating value) are most likely to fulfill the personal ambitions of the owners and attract the right sort of people for employment.

 

Understanding your goal valuation and when you want it to happen will make you will think differently about what you do with the business and how you change it. With enough time and attention, the value of many businesses can be improved, often significantly.

Our work typically falls within the two areas below and we can guide you on what the business is worth now as a starting point.

 

Business Planning Helping you agree your goals, and establish clear business plans

You may be frustrated by your failure to drive your business through seemingly intangible barriers to success, while others surge ahead. You and your business partners my have a difference of opinion holding you back or issues you are struggling to resolve. Or you may be doing well, but also recognise a need to push your business further with some outside help.

 

Our business strategy team has the tools and experience to help you move on. We can work with you to resolve single issues, or to continuously develop your company strategy over a period of weeks, months and years. At the 'toe-in-the-water' level, you will get great help. However, if you need long-term help, we can mentor you and your business through the implementation of major improvement plans, ensuring you hit your goals and your team is set up to work more effectively.

 

Whether it's a minor change or world domination you're after, we can help.

 

Strategic Development Working at Board level to help your growth and development

For entrepreneurial and fast-growing businesses, input from someone with board-level experience is often a great way to get external guidance. We are happy to consider non-executive positions in your business to guide you gradually through board and business development and to introduce financial or business contacts to help with growth.

 

Sometimes you can hit a brick wall and things start to stand still. At these times, clear planning will help to get you through but you will also benefit from some practical guidance.

We have extensive experience of working on business efficiency programmes with significant profit improvement. Efficiency is about people doing the right thing at the right time, it's about systemisation and simplification. But fundamentally, it is also about sales.

 

We can help you identify and put in place plans to improve capacity and profitability. You'll find that on the capacity side the best option is to sell the spare as efficiency grows, and we can guide you on this too.

 

Contact Us

Working closely with our business strategy team can feel like a revelation, so if you need some smart help, and are motivated enough to do things about it, get in touch.

 

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