Avoid later phase EIS pitfalls

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

Avoid first time 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

How financial modelling can help improve business decision-making

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 in financial modelling

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.

Six tips to help you create strong financial models

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.

Access to Finance Challenges for Scale up Businesses

If you are a scale up business, you will already be familiar with the challenge of growing with limited financial resources. Our article ‘Considerations for Scale-ups when raising funds’ outlines some of the common solutions in addition to fundraising support we provide clients. Do you lack financing to sufficiently scale? The Scale Up Institute notes … Continue reading Access to Finance Challenges for Scale up Businesses

How do you drive value when fundraising?

In the absence of a clear guide, many founders and their boards will chart a steady and linear progression in value, supported by revenue or profit growth, starting at the implied valuation of the initial investment and heading towards a target valuation with valuation reference points to validate this approach.  In determining the target value … Continue reading How do you drive value when fundraising?

Considerations for Scale-ups when raising funds

“Only 0.05% of startups raise venture capital” (Entrepreneur). The market is notoriously difficult for start ups but can be equally challenging for scaling and venture stage businesses. The risks of getting it wrong are not just that you don’t raise enough funds but also include giving away too much equity, incurring high investor costs or … Continue reading Considerations for Scale-ups when raising funds

Seeking investors?

Thinking of securing investment, an exit or MBO involving private equity? Tom Whittard, partner at Westbridge, gives three tips in an article in Corporate Financier magazine shown below. Contact us if you want to learn more about our advisory and corporate finance experience and support. 1 Deal Readiness Entrepreneurial business owners have a tendency to … Continue reading Seeking investors?