Financial and Strategic Advice

Financial and Strategic Advice

As well as providing advice specific to disposals, acquisitions or financing, we also provide strategic, financial and commercial advice to a number of clients.

We use our expertise to assist clients who may wish to supplement their existing capabilities, either in the form of a retained, on-going relationship or by appointing us to carry out specific projects on their behalf. In some cases, a Ballard Evans director may join the client’s board of directors in a non-executive role.

Our role will include consideration of financial and commercial matters, including the following:

  • Financial performance and position
  • Liaising with funders
  • Funding requirements and structure
  • Management/staffing structure and
  • Consideration of management succession
  • Financial reporting requirements (e.g. monthly/quarterly management accounts)
  • Analysis of capital expenditure requirements
  • Advise on key risks to the business
  • Contractual matters
  • Potential acquisition targets
  • Ultimate exit strategies

We also offer an advisory service to a small number of start-up businesses. We work alongside high calibre management teams with sector knowledge and experience, help to develop a business plan, source the required funding and advise on general corporate matters.

Our aim is to provide our clients with a partner-led approach offering creative solutions to the issues and problems faced by small and medium sized private companies.

If you would like to discuss any of these matters, please contact :

Jonathan Ballard

Tel: +44 (0)161 836 6870