Strategy & tax planning

Quarterly business reviews

Every quarter your dedicated accountant runs a review of the numbers with you: which jobs and customers are making money, whether your pricing model is holding up, what the order book means for cash over the next six months, and what to do about it. It's an hour, it's in the diary, and clients tell us it's the most useful hour they spend on the business.

Cash flow forecasting for tendered work

Before you commit to a large contract we model the cash profile: mobilisation costs, stage payments, retentions and the labour and materials you'll fund before the first certificate. It tells you whether you can afford to win the job, and what to negotiate on payment terms if you can't.

Structure

Group structures to separate trading risk from property and plant, holding companies ahead of a sale, and how to bring family members or key staff into ownership without an unnecessary tax bill.

Tax efficiency reviews

An annual review of the whole picture: remuneration, pensions, capital allowances, R&D, VAT scheme choice, and whether the current structure still fits. We write up what we recommend and what it's worth.

Growth and exit

Whether you're planning to double the business, bring in a partner, or sell in five years, the preparation starts now. We've helped clients through investment, management buyouts and trade sales.