What we do
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View allProfit360™
Our way of turning your finance function into a source of profit.
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View allGlobal
A coordinated approach to cross-border finance, tax and assurance questions.
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Tax changes, finance thinking and what they mean for your business.
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Who we are, who you will work with, and how we hold ourselves to account.
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Build a career in US accounting, tax and advisory.
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Specialist work across compliance, assurance, finance and growth.
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View allExit and succession
Give the next owner a clearer business to take forward.
An exit or succession brings ownership, value, tax, reporting, people and transition decisions together. A thoughtful plan makes the information and responsibilities visible before the handover becomes urgent.
Book a free call to get a quoteHow this works
From a relevant question to a useful next step.
- 1
Name the transition objective
Clarify the intended timing, owner goals, decision makers, future operating model and the questions that need an answer first.
- 2
Map the business and ownership facts
Bring ownership records, financial history, cash, forecasts, value drivers, people dependencies and material agreements into an organised view.
- 3
Sequence the decisions
Identify the tax, legal, valuation, finance, people and governance questions that depend on one another and need specialist input.
- 4
Plan a responsible handover
Set the next milestones, information owners and decision rhythm so the transition remains deliberate rather than deadline-driven.
What this covers
Designed around the work that matters.
Useful reading
Keep the next decision connected to the facts.
Practical perspectives that may help frame the next question. They are general information, not a substitute for advice based on your business and current rules.
Business advisory
Transaction readiness: build a financial story that can survive questions
How leadership teams can organise earnings, cash, contracts, forecasts and assumptions before a sale, investment, financing or strategic transaction becomes urgent.
Read articleAccounting & finance
Finance KPIs: build a management pack that points to decisions
How finance teams can choose a small set of defined, reconciled measures that help leadership act instead of creating another dashboard.
Read articleAccounting & finance
Build a cash forecast that leads to decisions, not just a number
How finance teams can connect opening cash, operating drivers, commitments, assumptions and actions into a forecast leaders can use.
Read articleStart a conversation