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Strategic & financial solutions

Mark Perrin - Menzies Accountant

Running your business without a strategy is like driving a car without a planned destination. However, our market research indicates that 82% of SMEs do not have a strategy. In our experience, the most successful businesses have a clear vision and joined-up strategic thinking, which all owners/managers have bought in to.

The owners’ personal plans have been aligned as part of this process. The strategy is broken down into manageable steps, which are benchmarked and responsibility is allocated within the management team.

It is essential that progress with the strategic steps is regularly reviewed by management, so there is real accountability in ensuring the strategy is driven through the business.

We ordinarily work closely with the management team to review their current vision, strategy and how far they have progressed. If significant change is required, we work closely with the management team to review their current roles and how they are currently spending their time, as they will be crucial in ensuring the implementation of the changes are successfully implemented in the business.

A financial business plan should exist which underpins and demonstrates the financial benefit of the proposed strategy. It should ensure the business has sufficient control over cash flow and working capital, to ensure the business is financially stable at all stages of implementing the strategy.

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Strategic & financial solutions services

  • Articulate a clear vision for the business.
  • Create a strategic plan with clear strategic steps to achieve the vision.
  • Help allocate key tasks and targets and create accountability within the management team for the delivery of the strategic plan.
  • Implement and track performance against the strategic plan.
  • Align owner/managers’ personal plans, including succession and exit plans, for the business to create commitment.
  • Create financial business plans to underpin their strategy with a tight focus on managing cash flow to ensure the business is financially sound at each stage.

The benefits of delivering these services are ultimately the achievement of the owners’ aspirations; increased profitability; reduced risk and increased business value.

The Menzies Consulting team has substantial experience and a range of unique tools to help you in these areas:

  • Creating the company’s Vision
  • Creating and implementing a strategic plan to achieve your vision
  • Helping management with changing roles and establishing accountability
  • Establishing a review framework and tracking progress of the strategy
  • Developing a financial business plan
  • Cash management and working capital management
  • Bench-marking
  • Exit planning
  • Ownership structure and protection.

Our unique consultancy approach helps business owners to reduce risk and improve performance in their business. As a result, we have been able to meet their aspirations and even surpass them.

Find out more about Menzies Business Consultancy services.

To speak to a partner or for more information about the services we offer please contact one of the Menzies LLP offices or complete our online contact form.

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ESSENTIALS

  • “Menzies provided, audit, tax and company secretarial services to SFW. Their work was always to a  very high standard and we found them easy to work with. When we sold the business Menzies provided significant help during due diligence and completion activities. They were highly responsive, particularly, when we had last minute requests for assistance and were thoroughly professional. I have no hesitation in recommending them.”
    Steve Elliott – SFW Ltd Director

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    SFW Ltd, SFW Ltd August 17, 2016

  • “Lilou et Loic have worked with Menzies over the past year and we continue to be impressed with their knowledge, efficiency and the high calibre of support they provide. The Menzies team look after our year end accounts in a timely and efficient manner, and continue to provide proactive advice in many areas of our business, from keeping track of our product margins and fixed costs to providing us with beneficial forecasting advice. We are also liaising with other teams within Menzies, for example they are assisting us with crowdfunding options and have advised us on building a strong business plan.
     
    We look forward to continuing our relationship with Menzies and have no hesitation in recommending them.”

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    Lilou et Loic, Lilou et Loic August 17, 2016

  • “Throughout our many years of working with Menzies, we have always found them to be professional in all aspects of their work. The team currently deal with our UK trading company and the holding companies which includes acting as the group auditors for a large international group. Their historical knowledge of our company and operations is highly important to us especially as we have a fairly complicated group structure. The team are reliable, friendly and organised in their approach.

    We would have no hesitation in recommending Menzies to any other company.”

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    Crabtree & Evelyn, Crabtree & Evelyn August 17, 2016

  • “Menzies LLP have acted as our auditor and advisors for a number of years. The company has a holistic range of services to offer, from the compliance aspects of our business and consultancy services which are undertaken by specialist teams. The firm have recently undertaken a business valuation for a successful acquisition of an overseas subsidiary that our group acquired as it continues to grow and branches out into the overseas markets. We have found Menzies to be reliable, honest advisors and would not hesitate to recommend them.”

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    Contechs Holdings Limited, Contechs Holdings Limited August 17, 2016

  • “We have known Menzies for a very long time. The firm acts as our auditors and advisors for the company and our family’s own personal matters. The team fully understand our affairs and come up with pro-active solutions that are in our best interest and tax efficient for the business and family. We also utilise the services of Menzies Wealth Management so the teams work closely together to ensure our affairs dove tail in their advice. The team are trustworthy and reliable and we would not hesitate to recommend them for your personal or company affairs.”

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    Down Street Electrics Limited, Down Street Electrics Limited August 17, 2016

  • “We have been working with Menzies for a number of years for our compliance and advisory matters. The team are approachable, proactive and have been very helpful over the years in meeting our business needs. The team work well to ensure that we achieve our internal deadlines and communicate with us along the way. We would happily recommend Menzies to others.”

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    Emmi (UK) Limited, Emmi (UK) Limited August 17, 2016

  • “We are a very long standing client of Menzies and they deal with all our financial requirements from day to day bookkeeping through to higher level advisory support.  They are always courteous, professional and considered – and relevant to our sector – providing us with solutions that are prompt and accurate and help us to run the business as efficiently as possible.  We would have no hesitation in recommending their services.”
    Takashi Kamimura – Mary Quant Limited

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    Mary Quant Limited, Mary Quant Limited August 17, 2016

  • “What really pleases me is that I’m now, for the first time, proud of my business, seeing it grow and spending less time at work! I’m learning how to have fun and relax again. My hard work is starting to pay off, thanks to Menzies”

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    FTI, FTI May 25, 2016