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
If your financial setup is frustrating you, then you could notice the following warning signs: As businesses grow, their finance needs develop, and common warning signs for earlier-stage to later-stage businesses can be summarised below: For scaling businesses For growth businesses – You only have one salary cost line. – You only prepare accounts for … Continue reading Six Warning Signs About Your Finance Set Up
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
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
‘Only 4% of UK businesses grow to have more than 10 staff’ is the worrying statistic released in this year’s Scale Up Institute report. Whilst the UK typically ranks highly when it comes to the level of entrepreneurship, James Anderson of Baillie Gifford’s Scottish Mortgage Investment Trust acknowledges that ‘the UK culture doesn’t celebrate the … Continue reading Top five reasons why businesses fail to scale
Value creation is an integrated approach to optimising shareholder value. Value creation is based on developing and applying value drivers (sometimes called ‘value builders’) that help articulate commercial development and also support higher transaction values. By not drawing on the experience of best practices successfully applied by other businesses, founders can risk leaving money on … Continue reading Time to focus on value creation