Consultancy

We offer a range of comprehensive, well-defined and progressive consulting solutions to our clients. Our team has developed this expertise as a result of running professional service firms, as well as spending decades consulting to them.

We take an analytical, collaborative, and practical hands-on approach to consultancy, enabling us to tailor our services to each client's unique challenges and needs. This is how we deliver the greatest value to our clients.

Our consultancy services include:

Strategic Reviews

Pre- and post-M&A consultancy

Every M&A transaction comes with its own individual challenges. Whether you are a buyer or seller, we become involved in preparing your business for the transaction, ensuring key areas have been addressed and in doing so, improving the chances of a successful transaction taking place. We have examples of clients we have worked with for three to six months in the lead up to the sale of their business where the work undertaken was an influencing factor in achieving a higher valuation at sale. This isn't just window dressing.

We support our clients in all phases of the M&A process, preparing them for a transaction through to managing and accelerating their integration, always with the aim of capturing and embedding the value that the deal set out to achieve.

Planning And Implementation

Leadership development

Today, more than ever before, it is clear that strong leaders make for strong businesses. Being able to successfully manage strategy, growth, clients and customers, internal talent, innovation and collaboration is directly linked to employee engagement and business success.

We help clients develop their leadership capacity and leadership capital, supporting aspiring leaders to understand themselves better, whilst delivering practical skills and knowledge that will support them and their peers in their leadership journey.

Leadership

M&A transaction support

We are, from time to time, approached by a party who has identified an acquisition target, or is in the initial stages of sale discussions. We support these clients through the transaction process, ensuring their best interest are protected. We drive the process for our clients, taking away much of the heavily lifting.

Valuation And Mediation

MBOs and MBIs
– structures and advice

We support individuals and teams looking to execute an MBO. This covers analysis of the target, structuring of the deal, and if required, assistance in fundraising.

Post M&a Consultancy

Strategic reviews

We help our clients develop and implement sustainable business models. We also support planning for potentially disruptive events, or deal with internal issues caused by regulatory and compliance pressures, HR issues, the disparity between staff skill-sets and client demands, IT, productivity, profitability and succession planning.  Many of these issues are interlinked, but a thorough strategic review will identify key areas of risk and help develop a strategy of growth that mitigates or addresses these risks.

Post M&a Consultancy

Strategic reviews

We help our clients develop and implement sustainable business models. We also support planning for potentially disruptive events, or deal with internal issues caused by regulatory and compliance pressures, HR issues, the disparity between staff skill-sets and client demands, IT, productivity, profitability and succession planning.  Many of these issues are interlinked, but a thorough strategic review will identify key areas of risk and help develop a strategy of growth that mitigates or addresses these risks.

Wealth Mgt

Profit improvement

The recent economic climate has impacted the professions. We take a practical approach to the situation and after careful assessment, we put an action plan together that delivers results. We understand the key profit drivers and drainers and have the commercial experience to undertake a full evaluation of practices, looking at existing lines of business, client segmentation, lock-up (WIP & debtors), cycles/seasonality as well as opportunities to develop new revenue streams from new and existing clients.

Wealth Mgt

Profit improvement

The recent economic climate has impacted the professions. We take a practical approach to the situation and after careful assessment, we put an action plan together that delivers results. We understand the key profit drivers and drainers and have the commercial experience to undertake a full evaluation of practices, looking at existing lines of business, client segmentation, lock-up (WIP & debtors), cycles/seasonality as well as opportunities to develop new revenue streams from new and existing clients.

Succession Planning

Succession planning

Vital and crucially instrumental in the evolution and continued success of any business. By actively addressing succession planning, businesses can continue to expand and grow whilst employees and partners can aspire to being future leaders or becoming specialists in their field. Understanding each individual and how best placed and suited they are to certain roles within the business are key.

Corporate Services

Valuations

Given the number of deals we negotiate across our offices each year, we have deep insight into how acquirers can assess businesses. We work with clients on valuations of their own businesses or their targets and provide guidance on different models and scenarios, relevant to the transaction.