Take advice for business success, from a successful business.

Trusted and resourceful business advice

In today’s crowded and competitive markets, you need a business partner who is commercially astute and strategically creative. One that seeks out strategic or growth opportunities rather than looks at tax, audit or management accounts in isolation.

Our people are well-rounded, resourceful businesses advisers. For over 150 years we have supported ambitious enterprises to succeed, grow and thrive locally and internationally.

Mutual trust is the cornerstone of our business advisory approach

A ‘critical friend’ is how many clients describe us. We appreciate that running a business, especially if you are on your own or part of a very small team, can be lonely at times. For many clients, we help to reduce that loneliness by offering a listening ear with advice and ideas gleaned from many years working with others in the same position.

Sometimes we may not tell you what you want to hear, neither will we have all the answers, but we will ask the right questions and draw on our experience to help you reach the right answers for your business.

Working as an extension of your team we will talk through your business opportunities and challenges, or more specifically we can advise on:

  • Growth, succession, exit planning and business continuity
  • Financial stability and future business viability
  • Selling or buying a business, market valuations and due diligence
  • Management structures and joint ownership/shareholder agreements
  • Raising finance for expansion
  • Tax efficiency of different business structures
  • Forecasting and controlling cash flow to fund capital requirements
  • Appropriate accounting systems, often cloud based
  • Governance and risk management
  • Employee remuneration packages and share option schemes
  • Market activities and competition

Did you know

We can also support you with your personal needs

Find out more


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Proud to be associated with

Corporate finance
Chartered accountants
Somerset business award
Regional Top25 list logo South West
Accred 2023 2star
2023 Top25 Best Large Companies 1
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B corp mid
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