Day-to-day pressures can often leave you little time for longer-term planning. We help you address that. We start by understanding your business, your objectives and the commercial context in which you operate. Our advice is proportionate and specific to your circumstances.
We work with business owners, leadership teams and high net worth individuals on financial planning, strategic consultancy and wealth structuring.
You may be:
Our business advisory and consulting services support businesses and individuals with the financial planning, strategic advice and wealth structuring needed to assess options and plan ahead.
Sound financial planning is central to a well-run business. We work with you on budgets, forecasts and business plans that give you a clear picture of your current performance and future potential.
This includes:
This support can help you assess risk, plan investment and monitor performance against your agreed targets.
If you need funding, we prepare business plans and forecasts suitable for your lenders or investors that you can also use internally. We can also produce ad hoc financial reports as required.
Our business advisory services help you assess where the business is and plan what comes next. We work with you to identify opportunities for improvement, growth or restructuring and to develop future strategies.
This includes:
We consider your commercial strategy, ownership structure and personal objectives together.
For business owners or high net worth individuals, business and personal finances are inherently linked. Decisions on ownership structure, profit extraction, succession and exit can all have personal wealth implications.
Our support includes:
We advise you on structuring and protecting your wealth to meet both your current situation and your longer-term plans.
Business advisory services provide support with planning, financial forecasting, business structures and strategic decision-making.
Accounting focuses on reporting past performance, while business advisory helps with planning, forecasting and future decisions.
Yes. Business advisory can support investment decisions, cashflow forecasting and longer-term business planning.
Yes. Advice can include reviewing ownership structures and planning for succession, transition or exit.
Wealth consulting considers how business decisions affect personal wealth, including ownership structures, profit extraction and long-term planning.
Your business advisory requirements may connect with other areas of accounting, tax or specialist advice. With mgr, you can access the relevant expertise across the firm through one relationship.
Ready to discuss your business advisory requirements?
From planning for growth to preparing for succession or exit, we can connect you with the right person at mgr to help you assess your options and plan ahead.