Sectors
Sectors We Specialise In
Our clients operate in sectors where financial complexity requires specialist expertise.
01
Care Homes
We support nursing homes, residential care and supported living providers with fee negotiation, occupancy optimisation and financial strategy.
LA & NHS Fee Negotiation
Identifying Systematic Underpayments
We analyse LA and NHS fee structures to identify systematic underpayments and build recovery cases.
Occupancy & Revenue Optimisation
Financial Modelling of Fee Mix
Financial modelling of occupancy rates, fee mix and revenue improvement opportunities.
Aged Debt Recovery
£1.4m Recovered for a Single Operator
£1.4m recovered for a single operator. We identify, quantify and recover aged LA debt.
Financial Performance Reviews
Structured Diagnostic. Fixed Fee on Enquiry
Structured diagnostic of accounts, tax position, compliance and cash flow. Fixed fee quoted on enquiry.
Acquisition Finance
Pre-Acquisition Financial Review
Pre-acquisition financial review: TUPE, CQC costs, LA funding analysis, occupancy modelling.
02
Healthcare
We advise dental practices, pharmacies and healthcare providers on financial performance, regulatory readiness and tax structuring.
20+Years
117Beds
£1.4mRecovered
FCCAQualified
Financial Performance Reviews
Structured diagnostic of accounts, tax position, compliance, cash flow and financial controls. Fixed fee quoted on enquiry.
Tax Structuring
Tax-efficient structures for dental practices, pharmacies and healthcare businesses, covering incorporation, profit extraction and succession.
Regulatory Readiness
Financial governance, controls and reporting frameworks that meet regulatory requirements and support CQC and NHS contract scrutiny.
Practice Acquisition Support
Pre-acquisition financial review, TUPE analysis, funding structuring and post-acquisition integration support for practice buyers.
03
Property Development
We advise developers and housebuilders on financial structure, tax planning and deal analysis, ensuring developments are structured efficiently from the outset.
Development Finance Strategy
Finance Structuring for Developers
Lender-facing reporting, development appraisals and finance strategy for residential and mixed-use schemes.
SPV & Group Structuring
Tax-Efficient Development Entities
SPV formation, inter-company lending structures and group tax planning for property development businesses.
SDLT & CGT Planning
Structuring to Minimise Stamp Duty & Capital Gains
SDLT analysis, multiple dwellings relief, MDR claims and CGT planning for development exits and disposals.
Deal Evaluation
Independent Financial Analysis Before Commitment
Independent appraisal of development opportunities, reviewing assumptions, stress-testing returns and identifying risks before capital is committed.
Financial Modelling
Development Appraisals & Sensitivity Analysis
Detailed financial models covering land costs, build costs, finance costs, sales proceeds and sensitivity analysis across key variables.
04
Property Investment
We advise portfolio investors and landlords on structure, tax efficiency, refinancing and long-term financial planning across residential and commercial property.
SPVStructuring
SDLT& CGT
500+Properties
20+Years
Portfolio Tax Efficiency
SPV structuring, incorporation relief analysis and tax-efficient ownership frameworks for residential and commercial portfolios.
Refinancing Strategy
Lender-facing reporting, covenant management and support through portfolio refinancing or new facility negotiations.
SDLT & CGT Planning
Advance SDLT analysis, multiple dwellings relief and CGT planning for acquisitions, disposals and restructuring events.
Long-Term Financial Planning
Multi-year financial modelling, inheritance tax planning and succession strategy for property investors building generational wealth.
05
SMEs
Proactive tax advice and financial leadership for owner-managed businesses with £250k+ turnover seeking to improve profitability and reduce tax exposure.
Tax Optimisation Reviews
£50k+ Typical Tax Savings Identified
Structured review of corporate and personal tax across the business, identifying inefficiencies and implementing strategies to improve efficiency long term.
Remuneration Strategy
Tax-Efficient Director & Shareholder Pay
Salary, dividend and pension structuring to optimise take-home pay and minimise combined personal and corporate tax.
Financial Controls
Controls That Support Growth
Authorisation matrices, financial governance frameworks and management reporting structures built to support business growth.
Exit Planning
Pre-Sale Planning 2-3 Years Ahead
BADR structuring, valuation preparation, shareholder restructuring and capital gains planning ahead of a business sale or succession.
Management Reporting
Visibility Over Performance
Monthly management accounts, KPI dashboards and financial reporting that give owner-managers real visibility over profitability and cash.
06
Multi-Entity Groups
Group-level financial strategy, reporting and tax efficiency across complex multi-entity structures. CFO-level oversight without a full-time hire.
15Entities
£205mManaged
£55m+Revenue
20+Years
Group Financial Strategy
Board-level financial leadership across multi-entity groups, covering planning, reporting, lender engagement and strategic decision support.
Intercompany Structures
Inter-company loan agreements, management charge frameworks and group tax structuring to optimise cash flow across entities.
Consolidated Reporting
Group-level management accounts, consolidated dashboards and KPI reporting that give leadership visibility across all entities.
Group Tax Efficiency
Group relief, transfer pricing, holding company structuring and tax-efficient profit extraction strategies for complex group structures.
