Six areas of work, each scoped to a defined output.

We map the group as it stands — entities, ownership, intercompany flows, who signs what — and then set out the structure the business should have, with the steps in the order they need to happen and the consequences of each one flagged for your tax agent and solicitor.

On the governance side we build the machinery a private company can actually keep running: a board calendar, an agenda template, papers that fit the decision, minutes that record it, and a delegation schedule that tells managers where their authority stops.

• Group and entity structure reviews, with a staged implementation plan
• Constitutions, shareholder and unitholder agreements, buy–sell arrangements
• Board calendars, agendas, papers, minutes and decision registers
• Delegation and authority schedules for management

Most commercial damage is done at signature, quietly, in a clause nobody read aloud. We review the agreements in front of you and explain the commercial exposure in the same language as the obligation: what it costs if the counterparty walks, what it costs if you do, and which term is worth the argument.

Where a matter needs a legal opinion or drafting under privilege we say so and brief your solicitor rather than improvising around it.

• Supply, distribution, services and subcontract agreements
• Commercial lease terms, options, make-good and outgoings
• Negotiation strategy, position papers and counter-proposals
• Contract registers with obligation and renewal dates

Buying, selling or handing over a private business is a sequencing problem before it is a pricing problem. We work through the order of operations: what has to be true before an offer, what is disclosed and when, which conditions precedent are real and which are theatre, and what happens on the first day after completion.

On succession we help owners separate the three questions that usually arrive tangled — ownership, control and income — and deal with them one at a time.

• Buy-side and sell-side preparation and deal structure
• Due diligence coordination and the data room index
• Heads of agreement, conditions precedent and completion checklists
• Generational and partner-exit sequencing

A monthly pack should answer a question, not restate the ledger. We work out what the directors actually need to decide each month, then build the shortest report that supports it: the numbers that move, the ones that do not, and the commentary that explains the gap.

Rolling cash-flow forecasting sits underneath it, because in a private company the constraint is almost always cash timing rather than reported profit.

• Monthly board packs and management commentary
• Rolling 13-week and annual cash-flow forecasting
• Budget-against-actual review and variance analysis
• Unit economics, pricing reviews and margin analysis

Compliance fails in private companies for an unglamorous reason: nobody owns the calendar. We build an obligations register that names the obligation, the owner, the due date and the evidence, sized so your existing team can maintain it without a new hire.

Entity housekeeping — registers, resolutions, changes of officeholder and address — is kept current alongside it, so the corporate record matches what the business has actually done.

• Obligations registers with named owners and evidence trails
• Entity housekeeping, registers and officeholder records
• Policy frameworks and delegation limits sized to the business
• Insurance and contractual risk review ahead of renewal

Sometimes the gap is not advice but hands. We step into a defined role for a defined period — carrying a finance function through a departure, running a systems or reporting implementation, or leading a project that has stalled because no one owns it end to end.

Interim work is scoped with an exit written into it: what has to be handed over, to whom, and by when.

• Interim finance and operations leadership on a defined term
• Project leadership for systems, reporting or integration work
• Handover documentation and capability transfer to your team