BUSINESS ADVISORY

we are preston based taxation experts

We don’t sit on the fence! We take an active interest throughout the life of your business from start to finish.

Boost your business potential with haleys bespoke Business Advisory Services. We offer an array of solutions designed to elevate your operations, drive profits, and secure your financial future. Our dedicated team guides you through every stage of your business journey.

Discover our comprehensive offerings:

Virtual Finance Director:

Access top-tier financial guidance without the commitment of a full-time hire.

Corporate Finance:

Navigate mergers, acquisitions, and fundraising with our strategic guidance.

Business Valuation:

Understand the true worth of your business for key decisions and strategies.

Asset Protection:

Safeguard your valuable assets with our robust protection strategies.

Exit Strategy:

Ensure a smooth transition with our comprehensive exit planning.

Profit Improvement:

Maximise your earnings with our innovative profit-boosting strategies.

Cash Flow Improvement:

Boost your business health with improved cash flow management.

Business Start-Up:

Kickstart your business on a solid foundation with our expert guidance and resources.

At haleys, we go beyond mere advice. We partner with you, providing pro-active insights and solutions tailored to your unique business needs. Propel your business forward with us and experience the difference of pro-active partnership. Embrace the future of business with haleys.

How does your business advisory service differ from standard accounting?

Standard accounting is often retrospective—it focuses on compliance and reporting what has already happened. Our Business Advisory service is prospective. We act as a proactive partner, using data analytics and strategic planning to look forward, helping you drive profits, protect assets, and navigate the specific challenges of your industry.

Can you assist with securing funding for business expansion?

Yes. Through our Corporate Finance services, we support businesses in navigating the complexities of fundraising, whether through traditional bank loans, grants, or equity investment. We assist with preparing professional business plans and financial forecasts that demonstrate your business’s potential to lenders and investors.

I’m thinking of selling my business in a few years—when should I start planning my exit strategy?

The best time to start planning an exit strategy is now. Successful transitions often require 2 to 5 years of preparation to maximize business value and minimize tax liabilities. We help you groom the business for sale, ensuring your accounts are robust, your processes are documented, and your personal financial future is secured.

How can Haleys help me improve my company’s cash flow?

We don’t just look at the numbers; we look at the processes behind them. Our team analyzes your payment cycles, identifies bottlenecks in your accounts receivable, and helps implement better credit control systems. By improving your cash flow management, we ensure you have the liquidity needed to seize new opportunities and cover day-to-day operations.

What exactly is a ‘Virtual Finance Director’ and how can it benefit my business?

A Virtual Finance Director (VFD) provides your business with the high-level strategic oversight and financial expertise of a traditional FD, but on a flexible, part-time basis. This is ideal for SMEs that need help with growth strategies, budgeting, and financial health monitoring without the overhead cost of a full-time executive hire.

Corporation tax

Corporation tax reliefs and rates change annually, so we ensure that we can provide all the right guidance and advice when looking at exemptions, allowances and deductions that may be available.

We will thoroughly review and prepare corporation tax returns in great detail in order to ensure you are complaint and that you don’t incur any penalties.

Self assessment

Our tax services make sure that your tax liability is calculated taking into account all allowed exemptions and deductions. We simplify the process by using accountancy software to accurately complete tax returns and calculate any tax liability that may occur, along with any payments that need to be made.

Capital gains tax

You may be looking at investments, a second property or another asset and our team can make sure you maximise your exemptions while simplifying the difficult area of capital gains tax.

Personal tax planning

[insert firm name] can help with the complex issue of personal tax, we know it can be difficult to understand, which is why we help every step of the way. We take away the time and stress by creating a tax planning strategy that suits your tax affairs, helping ensure you pay the least amount of tax. Our team will advise when payments are due along with what forms need to be filed and returned to keep you compliant.

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