To assist with a client’s plans – and in the selection of appropriate sources of funding – we need to  understand the business completely and be able to present a positive and credible proposal to potential investors.

We always commence with a detailed assessment which results in an holistic overview of the business, including past history, current circumstances and future prospects, all viewed from our objective position.

The appraisal process involves discussions with all the shareholders, directors and other senior personnel. All possible options will be identified (including personal objectives), debated with the stakeholders and actively considered prior to us making our recommendations.

This is far from a ‘tick-box’ exercise. It’s an essential part of the process that cannot be side-lined or avoided, as it forms the basis for all future activity and provides a valuable detailed analysis of the business and the opportunity to re-assess both your personal and corporate aims and objectives.

For more information on how we work:

• Retention