Advisory and corporate finance
If you have previously obtained EIS approval, you will appreciate the importance of that relief to investors and you may be lulled into thinking you can replicate the previous application based on your business activities. While partially true, our experience as tax advisors to high growth companies, we support many businesses obtain HMRC approval to … Continue reading Avoid later phase EIS pitfalls
EIS is a valuable venture tax relief available to angel investors (with slightly different rules available to early stage companies (SEIS) and also to VCTs). Due to its attractiveness to investors, many investors will seek Advance Approval from HMRC that the relief will be available (although advance assurance is not a qualifying criteria and it … Continue reading Avoid first time EIS pitfalls
We caught up with Marina and Adrian to discuss how founders can deal with difficult relationships in the board room with investors. Marina Traversari is a Board Advisor, Link Stone Advisory who has founded, scaled and exited business as senior executive, Chair and Board Advisor and draws from experience at Spherics, Gapsquare, Sage, Oracle and … Continue reading Managing difficult investors in the Board Room
In 2025, raising equity is no longer just about the “Hockey Stick” growth chart. It is about transparency. Investors—whether VCs or Angels—are demanding a level of data integrity and ESG compliance that most Series A companies simply don’t have. Richard Spilsbury discusses this shift with Marina Traversari. Having moved from scaling Spherics (a carbon accounting … Continue reading The “Glass Box” Business: Why Transparency (and ESG) is Your New Valuation Multiplier
Divesting part of a business can be a strategically smart move for portfolio businesses providing the opportunity to: Analysis of transactions since COVID suggests that trade sellers achieve multiples 40% lower than the rest of the market with intel suggesting that many proposed transactions are not completed. Given there reasonable expectation that directors maximise shareholder … Continue reading Why portfolio divestments underperform the market
Financial models are powerful tools used for a variety of purposes to assess forward looking financial information to overcome limitations of relying only historic information Some of the best uses for financial models are: We support clients build financial models for a range of business requirements, from simple forecasts to developed models to support decision-making. … Continue reading How financial modelling can help improve business decision-making
Six common mistakes people often make when performing financial modelling: We support clients build financial models for a range of business requirements, from simple forecasts to developed models to support decision-making like investment appraisal, funding needs, working capital management. If you want to know more, contact us.
If you’ve planned your financial model and started to build it We support clients build financial models for a range of business requirements, from simple forecasts to developed models to support decision-making like investment appraisal, funding needs, working capital management. If you want to expect more from your board and professional advisors, contact us.
“Start in haste and repent at leisure” may be a twist on an old saying, but it’s never been more true when applied to financial modelling. Before starting it’s worth reflection on six key planning considerations: We support clients build financial models for a range of business requirements, from simple forecasts to developed models to … Continue reading Financial modelling: Don’t start yet
One of the most commonly cited reasons for acquisitions failing is poor cultural fit with HBR commenting that “According to most studies, between 70 and 90 percent of acquisitions fail”. Based on experience, this appears alarmist but that does not mean that there are not significant risks to manage or and opportunities to take. So … Continue reading Post-acquisition staffing strategies