Business advisory services
Advisory
For Jones & Partners, getting to know our clients and their businesses
is a vital detail of how we offer the best business advisory service!
A range of advisory services to help your business
Business Advisory Services
Finding a small business loan that fits your business, and one that can help your company to reach its true potential is no easy task these days!
We can help you find a business loan
Our business advisory services can help you find the perfect small business loan for your growing business. Working with specialist lenders who understand the constraints of your business, we can help and guide you to find an affordable and accessible financing solution.
Get in touch with us today and see how we can help.
Why do people start a new business?
Most people who start up in business do so because they have a good business proposition and the enterprise and commitment to see it through, not because they are experts in the legal, financial, and fiscal aspects of running a business.
Indeed, these matters can often seem daunting, and even off-putting, to the budding entrepreneur. The good news is that you do not need to be an expert in these fields to succeed in business. All you need is the support of a team of trained experts.
That’s where we fit in.
Bring us your business ideas and we’ll help you to evaluate them in a constructive and realistic manner.
We can also help you:
- Decide on the most suitable structure for your business – sole trader, partnership, or limited company
- Prepare a business plan, cashflow projections, budgets, and trading forecasts
- Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
- Establish a good working relationship with your bank
- Complete any registration procedures with Companies House and HMRC
- Deal with company secretarial issues
- Set up a recording system for your internal use and for complying with statutory requirements
Start your new venture on a sure footing – Get in touch with us today to arrange an initial consultation.
Everyone knows that a successful business must plan ahead, but all too often the pressures of keeping the business going on a daily basis mean that strategic planning is not given the attention it needs. The result is often rushed judgements, over or under-capacity, or missed opportunities.
Every business owner will benefit by using business advisory services and a firm that can plan and has the time and space to take the long view and offer the expertise to advise on appropriate courses of action before it is too late.
We have years of experience and have been highlighting to the local business community the importance of | Business planning and strategy reviews. You too can draw on our wealth of experience and expertise! Get in touch with us today to arrange a planning review.
A common cause of business failure
Whether yours is a new or a mature business, ensuring that you have the necessary finance is essential for achieving your objectives. Indeed, one of the most common causes of business failure is badly structured or inadequate financing.
We can help you:
- Conduct a feasibility study of your projects
- Decide on the most suitable sources of finance – personal capital, bank overdraft, long-term commercial loans and mortgages, national and regional agencies, venture capital, or equity capital
- Prepare the necessary business plan, forecasts, prospectuses, etc.
- Present your proposals to your chosen finance source
- Arrange a disposal, merger/acquisition, or management buyout/in
Our advisory expertise and business contacts will help you open doors that may otherwise have remained closed for you.
Get in touch with us today and see how we can help.
Most businesses need to ensure they have the appropriate cover in place. Business insurance helps you to cover mistakes, give you additional peace of mind and can even help in the case of an HMRC investigation.
We can help find the right cover for:
- Professional indemnity insurance
- Public liability insurance
- Employer’s liability insurance
- Fee Protection Cover
Get in touch with us today and see how we can help.
A business may need to restructure for any number of different reasons. These may include worsening financial fundamentals, poor earnings and poor sales, excessive debt, or too much competition.
There are different types of restructuring including legal restructuring, turnaround restructuring, cost restructuring, mergers and acquisitions to name but a few!
Whatever the reason and type of restructuring involved, the process is complex and can be a painful process.
Get in touch with us today and tell us about your problems and we will investigate how we can best help you and your business.
Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but achieving this requires considerable forward planning.
So there are some important questions you need to ask yourself:
Exit strategies
If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?
Pension provision
Have you made adequate pension provisions, and do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?
Savings and investments
Do you have the right balance between savings and investments, and between high and low-risk exposures?
Life assurance and long-term care?
Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your spouse in your later years?
At Jones & Partners, we are here to help you answer all these questions and recommend solutions tailored to your particular needs!
Trusts
Could you benefit from moving some of your assets into a Trust fund? Trusts are a relatively easy and very tax-efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. We can advise on the most suitable type of trust for your purposes, set up trusts, and provide a full range of accounting services for trusts.
We can also advise you on the preparation of your will and where appropriate, we can act as trustees or executors.
Get in touch with us today and see how we can help.
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