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Stanhope House

BUSINESS ADVISORS

Pennington Williams can provide a wide range of assistance covering such areas as performance monitoring, including management accounts, financial and cash flow projections, grant and funding applications, advice on acquisitions and disposals. With our knowledge and professional backing, we can offer our experience to assist small and medium-sized enterprises achieve their full potential.

Regular monitoring is important in the understanding of how effectively the objectives and strategies of a business are being implemented. We are able, not only to provide a director or senior manager to review the day-to-day progress with the management on a regular basis, but also to advise on the systems necessary to produce the requisite information; if so required, we can also produce full financial reports on the client's behalf.

Independent appraisals and regular health checks of businesses provide valuable assistance in the identification of problems and potential areas of improvement, such as organisation, planning and management. A detailed, informed report can assist in helping concentrate on the prioritising of objectives, targets and strategies for all businesses. A professional report can also assist in the maintenance and restoration, if needed, of confidence of the owners, management and institutions.

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Strategy and Planning

Our services will include:

  1. Preparation or assistance with the preparation of budgets, profit and cashflow forecasts and projections.
  2. Assistance with the decisions regarding business trading formats.
  3. Strategies for the withdrawal of profits from businesses.
  4. Regular meetings with management.
  5. Taxation forecasts.
  6. Liaison with lenders.
  7. Telephone availability of our accounts and taxation departments together with Directors to deal with queries throughout the year.
  8. Provision of firm quotes of our fees to be agreed in advance of the services being provided.

Incorporation

Our services will include:

  1. Initial pre-trading advice as to the best format in which to trade and as to whether a Limited Company is suitable, tax efficient and necessary.
  2. Advice regarding whether incorporating an existing non-limited business is beneficial.
  3. Assistance with the recognition of the detailed requirements of actually operating a limited company once incorporated, including all compliance issues.
  4. Advice regarding Shareholders Agreements, retirement and sale strategies, pension and death-in-service planning.
  5. Dealing with all Companies House requirements and regulations
  6. Advice regarding the correct and compliant records to maintain and accounts to produce including whether the company can be exempted from being audited.
  7. Telephone availability of our accounts and taxation departments together with Directors to deal with queries throughout the year.
  8. Provision of firm quotes of our fees to be agreed in advance of the services being provided.

Structured business acquisitions and disposals

Our services will include:

  1. Assistance in negotiations with acquisition target owners, including advice regarding formats of purchase to offer the owners.
  2. Undertaking due diligence exercises on targets to evaluate and, if necessary value, targets assets and liabilities.
  3. Advising on structure of acquisition arrangements.
  4. Advising on timing and expected valuation of disposals of businesses.
  5. Assisting with negotiations with potential buyers.
  6. Assisting lawyers in drawing up contracts through the provision of detailed information and advising on taxation effects of various arrangements being proposed
  7. Telephone availability of our accounts and taxation departments together with Directors to deal with queries throughout the year.
  8. Provision of firm quotes of our fees to be agreed in advance of the services being provided.

Other professional advice

Our services will include:

  1. Preparation of valuations to support bank borrowings applications, probate solutions, acquisition and disposal planning.
  2. Assistance with the selection of computer hardware and software.
  3. Assistance with management meetings — setting agendas, provision of statistical information, provision of "arms-length" advice.
  4. Impartial general business reviews of overall directions being taken in organisations — impartial overviews.
  5. Introductions to other professionals to provide specific professional assistance including where helpful guidance as to the instructions to be given.
  6. Telephone availability of our accounts and taxation departments together with Directors to deal with queries throughout the year.
  7. Provision of firm quotes of our fees to be agreed in advance of the services being provided