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| We offer our clients
the support to review their enterprise,
assess their current strengths and
weaknesses, and devise a strategy
or plan which enables them to make
decisions. Having assisted with
the decision making process we then
work with our clients to assist
with the implementation of their
plan for the betterment of their
business. We monitor progress giving
feedback where appropriate. |
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| Sample
of work undertaken |
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| We review your overall
business operation and prepare concise
reports outlining options and key
recommendations. |
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| We review your overall
financial position and report on
current banking facilities and provide
recommendations on possible improvements
in terms of cost savings and security.
Where appropriate we will advise
our clients in relation to options
for restructuring their finances
to better suit their business and
their assets. |
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| We prepare innovative
and fresh business plans designed
specifically for your business requirements.
We work with new businesses sourcing
funding by means of grant aid and
banking facilities. We also have
in-depth experience working with
well established businesses looking
to bring a new focus to their enterprise. |
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| Where clients are
seeking to explore possible alternative
business structures we bring our
experience to the business management
team. We assess all the options
and formulate tailored solutions
specific to the needs of our client
whether the objective is to prepare
the business for inheritance, for
sale or to facilitate investment
by new shareholders. |
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| Where clients are
approaching retirement and wish
to secure their financial future
we explore all the options with
the business owner and design a
plan to suit their circumstances. |
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| When clients wish
to prepare their business for sale
our combination of financial and
property expertise will assist in
positioning the business for sale
as a “ Going concern”
to maximise our clients asset value. |
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| Sample
Clients |
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| Business equipment
& office stationery supplier.
Aged 61 with son in business who
wanted to either leave the business
or have flexibility to undertake
major redevelopment of business.
Our client wanted to facilitate
his son in developing the business
but also needed to ensure retirement
for himself and his wife was financially
secure. Our solution, while requiring
some compromise on both sides enabled
our client and hid son achieve their
objectives. |
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| 57-year-old farmer
and his 55-year-old wife who had
supported their 4 children to qualify
in their chosen careers. Two have
received 3rd level education and
are now working as professionals.
The other two are qualified tradesmen
now running their own businesses.
Our clients found themselves with
a valuable asset in their farm but
they had to live on very low income.
Decisions had to be made and we
worked with our client to formulate
a plan which is now currently being
implemented. |
