Business advisory for NI owners

Some questions do not fit on a tax return. Strategy. Financing. Succession. Selling. We are the room you walk into when the question is about the next five years, not the last twelve months.

Everything you need, nothing you do not

Some questions do not fit on a tax return. Strategy. Financing. Succession. Selling. We are the room you walk into when the question is about the next five years, not the last twelve months. We handle the detail so you can focus on running your business. Every engagement is quoted up front based on your records and the work involved, with no hidden extras.

  • Business growth strategy
  • Bank and lender conversations
  • Acquisition and disposal advice
  • Succession planning
  • Profit improvement reviews

Our process

01

Understand

We learn where your business is, where you want it to be, and what is in the way.

02

Analyse

We review your financials, your market position, and your options. We bring commercial experience, not just numbers.

03

Plan

We build a clear, costed plan with milestones, timings, and the financial modelling to support it.

04

Support

We stay involved through execution: attending bank meetings, reviewing offers, and keeping the plan on track.

Sectors we serve with business advisory

No surprises, ever

Every engagement is different, so every quote is. After a brief review of your records and what you need, we agree a fixed fee up front. No hourly billing. No surprise invoices. If the scope changes, we tell you before any work is done.

Get a quote
Your fee includes
  • All preparation and filing
  • Unlimited phone and email support
  • HMRC correspondence on your behalf
  • Proactive advice throughout the year

Frequently asked about business advisory

What kind of advisory do you offer?

We advise on growth strategy, financing (bank and alternative), acquisitions and disposals, succession planning, and profit improvement. We act as your commercial sounding board.

Can you help me prepare for a bank meeting?

Yes. We prepare the financial projections, cash flow forecasts, and supporting documentation that lenders need. We attend the meeting with you if it helps.

Do you help with selling a business?

We advise on valuation, deal structure, tax-efficient exit routes, and due diligence preparation. We work alongside your solicitor and any corporate finance advisors.

How is advisory work charged?

Advisory engagements are scoped and quoted individually based on the complexity and duration of the project. We agree a fixed fee or a capped estimate before work begins.

business advisory guides from our team

Tax planning

How much corporation tax will my company pay in 2026/27?

Plain English guide to corporation tax rates, marginal relief, allowances, and payment deadlines for UK companies in 2026/27.

Read article
Tax updates

What the Spring 2026 Budget means for NI businesses

Key changes from the Spring 2026 Budget and what they mean for Northern Ireland SMEs. Employer NICs, capital gains, MTD, and more.

Read article
Tax planning

Capital allowances explained: what your NI business can claim

A practical guide to capital allowances for NI businesses, covering AIA, full expensing, writing down allowances, and NI-specific considerations.

Read article
Running your business

Management accounts vs statutory accounts: what's the difference and why you need both

Understand the difference between management accounts and statutory accounts, and why NI businesses need both to make better decisions and stay compliant.

Read article
Sector guides

How NI professional services firms can extract profit tax-efficiently

Tax-efficient profit extraction strategies for NI solicitors, architects, consultants, and agencies. Salary, dividends, pensions, and more.

Read article
Running your business

What to look for when switching accountants (and how to make the handover painless)

Thinking of switching accountants? Here's what to look for, how the handover works, and how to make the transition smooth.

Read article

Talk to us about business advisory

15-minute call, no commitment. We will answer your questions and give you a fixed-fee quote.