Professional Advice With a Personal Touch

When you are busy running a business, it can be hard to step back to see where you are now, where you want to be in the future and how you can get there. Our Exeter and Exmouth based Partners and client relationship managers are experienced in helping family-owned and managed businesses of all sizes to achieve their goals and objectives.

Owner managed businesses need access to proactive, responsive advice and solutions – with this in mind we have tailored our board advisory service to specifically deliver to those needs.

Specific services we are able to provide include:

  • Assistance with setting up a board structure and facilitating board and management meetings
  • Chairing meetings where appropriate
  • Sitting in on board meetings and advising directors on strategy, business planning and the financial implications of business decisions
  • Preparing business plans, monitoring progress, interpreting the results and advising accordingly
  • Acting as a sounding board to business owners and directors
  • Help with raising finance
  • Outsourcing the finance function where required
  • Business strategy and succession planning
  • Help with acquisitions and disposals

Every business needs to consider structure, strategy and performance.  Growing and running a family business brings unique challenges and opportunities. As trusted advisers, we will work with you to identify your strengths and weaknesses and plan your strategies to help you and your business succeed.

Our experienced and friendly team are always happy to help with any board advisory issue. Why not give us a call to find out how best you can benefit from our services.

We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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