Financial & Private Wealth Services We Offer

Contract Viability, Contract Negotiation & Tender Preparation

Establishing and negotiating contracts and tendering work is a key part of being in business however it can be a minefield when trying to determine if you are getting the ‘best deal’.

CFO Outsourcing / Virtual CFO

Perhaps you have a temporary need for a CFO whilst recruiting or a specific business need demands the skills of a CFO, we have resources with real life CFO experience that can step in and assist.

Valuations

There are many reasons why you may need to obtain a valuation for your business. It might be as simple as getting an idea of its worth so you can plan for the future, or specific events such as [...]

Business Recovery, Restructuring and Insolvency

When business performance is a major problem, we can quickly assess where the business really stands, what immediate and longer term recovery actions should occur

Corporate Finance, Mergers and Acquisitions

If you are buying, selling or merging your business, we can negotiate on your behalf, advise on any taxation consequences and liaise with lawyers on contractual issues.

Staff Recruitment & Performance Management

We can look after all aspects of staff recruitment and managing your staff’s performance, whether involving incentive schemes, initial contracts, share/option plans or the difficult job of [...]

Bookkeeping Services

We understand that it may make sense for our clients to outsource their bookkeeping function for either expertise or cost reasons and so this is a service we are happy to provide.

Business Performance Management

The saying goes “failing to plan is the same as planning to fail”. This critical area of business management can often be mishandled.

Strategy and Planning

It is extremely important that in whatever you are doing, you spend the right amount of time upfront developing a clear strategy of what you want to achieve and then planning carefully how you [...]

Board and Corporate Governance Advisory

Ensuring your business has appropriate corporate governance policies and procedures is a critical component of business success. Shareholders, regulators and just about anyone you will do business...