Business Advisory Service
At Ward Goodman, we understand that every business is unique, and so are its challenges and opportunities. Our Business Advisory Service is designed to provide comprehensive support tailored to your specific needs, whether you want to expand, grow, restructure, or plan for succession.
What is Business Advisory at Ward Goodman?
At Ward Goodman, we understand that every business is unique, and so are its challenges and opportunities. Our Business Advisory Service is designed to provide comprehensive support tailored to your specific needs, whether you want to expand, grow, restructure, or plan for succession.
A 360° Approach to Your Business
Our integrated team combines expertise from various departments, including Accountancy, Tax, and Financial Planning, to offer a seamless service. This collaborative approach allows us to develop a comprehensive plan that addresses your business’s past, present, and future financial needs.
How Our Expert Business Advisors Can Help
Our Business Advisory Service is structured around the EAGERLY framework, which covers seven critical areas:
Expansion
We assist in planning every aspect of your business’s expansion, from increasing product lines and staffing to geographical expansion.
Acquisition
We assist businesses in target identification, valuation, and negotiation during the purchase and acquisition process. Our goal is to help companies grow their market share and expand their product and service offerings through strategic acquisitions.
Growth
Our advisors help you craft a strategic plan that adapts to changing business landscapes while keeping you on track to achieve your goals.
Exit
Planning for an eventual exit is as crucial as day-to-day operations. We’ll guide you through the options, whether it’s selling, passing the business to family, or another path.
Restructure
If your business needs restructuring, our advisors can assist with legal, operational, and financial changes to ensure a smooth transition.
Lifestyle
Your personal goals are as important as your business objectives. We take into account your desired lifestyle when planning your business’s future.
You
At the heart of every business is its owner. Our services are tailored to reflect your personal ambitions, ensuring the business aligns with your long-term goals.
Hear What Our Clients Have To Say
Ward Goodman has delivered exceptional service and exceeded expectations in their efforts to satisfy and support their client.
Why Choose Ward Goodman?
Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best service possible through continuous improvement and focus on doing things right the first time.
The Process
A hassle-free onboarding process
Initial referral or inquiry
Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner
Free consultation
We offer a no-cost, no-obligation meeting at one of our offices, or over the phone
Quote and setup
We’ll provide you with a tailored quote and when you’re ready, our team will begin services
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Frequently Asked Quetions
Common questions about Ward Goodman’s business advisory service.
Who can benefit from our Business Advisory Service?
Our services are beneficial for businesses of all sizes and industries, particularly those facing significant challenges, seeking growth opportunities, or undergoing major changes.
What is the process when working with a Business Advisor?
It begins with a complimentary consultation to understand your business needs, and identify your business and personal goals. From there, we conduct a thorough analysis and develop a strategic plan. Ongoing support is provided to ensure you stay on top of any changes in the business environment.
How do I prepare to meet with my Business Advisor?
Bring any relevant financial statements, including year end accounts and up to date management accounts, business plans and documents that reflect your operations and challenges. Be ready to discuss your business goals and expectations.
Can a Business Advisor help with succession planning?
Yes, we specialise in succession planning, helping you identify successors, develop leadership strategies, and create a smooth transition plan.
Can Business Advisors assist with digital transformations?
Absolutely. Our advisors can help you select the right technology and align your digital strategy with your core business goals.
