Growing businesses (and getting ready for exit)
You’ve worked hard building up a successful business, maybe you’re even planning to retire within the next few years, and now you’re wondering how you can remove yourself from the day-to-day running of the business without it having a negative impact on growth. And rightly so. We’ve worked with many successful business owners who want to help their business grow from a distance so that they can seamlessly exit the business when they are ready. Not only is this possible, but it’s possible for you.
Here are the main challenges faced by our clients:
How do I remove myself from the day-to-day business?
How do I reduce my involvement and bring other people up into the business?
How do I transition out of the business while preserving wealth for the next generation?
How do I modernise the business whilst still doing the right thing by my long-term employees, customers, suppliers and clients?
How do I find an accountant I can trust and build a strong relationship with?
How can I keep my business growing without me in it?
How we can help you
We understand that growing a business, planning for retirement, and trying to slowly transition out of it so that you can preserve the wealth and value takes a lot more than just financial knowledge. To grow a business and to exit it successfully takes a strong and long-lasting relationship between the business owner and accountant. That’s why, with us, you don’t have to worry about being dumped on the most junior member of our team. We understand that what you need is a knowledgeable and trustworthy accountant who is at your beck and call, ready to update you on what’s going on with your finances and business at any time.
Here are some things you should know about us (and what that means for you):
We are tax specialists and lovers of ethical but innovative tax practices
As well as getting your company structured tax efficiently so you will save tax, we can also help you increase the capital value of your business and set aside the maximum for your pension. If that’s not enough (and we believe it’s not because you deserve more value), we’ll also help you to maintain or grow your profits to ensure you get that priceless peace of mind too.
We will be your ‘accountancy and tax speak’ translator
You have your skills and we have ours, so let us take care of the boring stuff for you. It’s unnecessarily difficult and complicated but we have the financial tongue. This means far less frustration for you and complete control over your finances at every turn.
We have been using Xero for nearly 10 years and have mostly first-hand knowledge of all the major (and some of the minor) apps that integrate with it
We are Xero junkies and we love shiny new toys, so we can save you so much time when choosing your app stack. We’re well versed in pinpointing the apps that you need to help you strip out any inefficiencies in your business and replace them with productive solutions.
We can help you do right by your long-term members of staff
Nobody likes change, so any modernising you do will cause tensions with some people. However, if you want to reduce your time in the business and preserve the wealth for the younger generation, you have to embrace the cloud and make these positive changes anyway. We can help you do this. We can help you make the right changes and we can help your staff adapt quickly so that everybody’s happy.
We will be your trusted advisor for whatever you need
Unlike larger accountancy firms, our clock is rarely ticking. What this means for you is that we will always be there to be a sounding board for whatever you need. In fact, our founder Jonathan is always being told off by his team for spending too long chewing the cud with a client. Let’s just say, we are here to talk any time and you can be sure that the kettle will always be on (you can take a look at our tea bill if you don’t believe us).
