Every business has its own unique opportunities, challenges and risks and having a trusted and knowledgeable advisor by your side is vital.
SG Advisory provides a partner-led service with experience advising on a wide range of matters impacting an owner managed business.
Mike Stocks heads the Corporate Finance department who advise clients on all aspects of a transactional nature including acquisitions and disposals, management buy-outs and buy-ins, raising finance, employee ownership schemes, financial modelling and valuations. The Corporate Finance team’s philosophy is to become a valued partner in the transaction by taking a holistic approach and adding value when possible. This ensures that the transaction is efficiently completed, and the desired client outcome is achieved.
Ben Thiim leads the tax department and focuses on problem solving with strategic and specialist tax planning for corporate and private clients, including in respect of capital gains tax, inheritance tax, succession and use of trusts, UK tax for international clients, corporate reconstructions, employment taxes and employee shares schemes as well as for stamp duty land tax. Ben and his team stride towards becoming their clients’ trusted advisor by listening to their clients’ goals and giving special attention to the quality of the advice and how it is delivered to clients in a format that they can rely upon and fully understand.
We have a dedicated team that can assist with:
• Management Buy-outs/Buy-ins
• Finance Raising
• Due Diligence
• Company Reconstructions
• Grooming for Sale or Retirement
• Business Planning
• Planning Exit Strategies
• Tax for You
• Tax for Employers
• Tax for Business
• Tax for Landlords
Develop a winning strategy
Our strategic planning process combines proven methodologies with years of business advisory expertise.
We will help you to cut through the noise and confusion that often accompanies business challenges. We’ll present you with a one-page strategic plan to help you make decisions that will help your business succeed.
Our advisory action plan includes a range of powerful tools to drive your business forward by:
• Providing you with a tailored one-page plan
• Prioritising your issues one by one
• Setting a clear vision and goals
• Developing innovative strategies broken down into specific actions
• Allocating realistic yet achievable responsibilities and timescales
Dramatically improve your profits
Achieving and sustaining a profit is one of the primary goals of any business, but things can easily slip as a result of wasteful practices and missed opportunities.
Our expert team can help revitalise your business. We have helped businesses from all backgrounds and sizes to optimise their profitability – and we can do the same for you.
Our profitability action plan will help you to:
• Identify and rectify wasteful practices
• Take advantage of opportunities which may otherwise have been missed
• Identify minimisation strategies
• Reduce your overheads
• Cut down your overall expenses and
• Boost your profitability