Gard & Co Solicitors

Gard and Co. is a long established city law firm with a track record for service excellence and offers a London style service at provincial prices.

The focus of the firm's commercial department is on the legal work associated with the transfer of limited companies and unincorporated businesses.

Led by partners Steven Hudson and Simon Mole the team also includes Chris Matthews and Helen O’Leary with litigation support from senior solicitor Russell Pearce. Each member of the team is a successful and experienced specialist in their own right.

At the heart of communications are the legal assistants led by Sue Graham who has had many years' experience in law firms at a senior level.

The combined effect of the number and experience of the solicitors and assistants ensures efficiency and continuity for you when any one of the team is not available.

As specialists, each of the solicitors are able to tailor their service to your needs. In practice this means that if required they are able to work “around the clock” to ensure that deals, which you have worked so hard to line up, are contracted on time and on the best legal terms achievable.

Over the years, they have acted in the sale and purchase of most types and sizes of businesses and companies within the SME sector. They have a widespread reputation and act for sellers and buyers throughout the UK and abroad.

It has been our experience that when dealing with commercial, industrial and service sector businesses, their “know how” and expertise shows through when compared to the work of other solicitors who, even if they have considerable experience of business transfer work, are usually more used to dealing with consumer type businesses such as retail, catering and those connected to the licence trade!

Each of the solicitors at Gard and Co. specialises in business transfer work and this allows them the opportunity to provide as much support and guidance as you may require through the often difficult steps of negotiating the detail of contracts. They will be happy to discuss your transaction in an initial free consultation (at your premises if you prefer) to ensure that you are properly advised prior to their work starting.


Contact information :-

Gard and Co Solicitors
4 Bretonside
Plymouth
PL40BY
DX 8253 Plymouth 2
Tel : 01752 668246

For a free no obligation chat, on the telephone or over a cup of coffee, just call.

Simpkins Edwards Accountants

Simpkins Edwards is a long-established firm of chartered accountants, business advisors and tax consultants.

They operate through 8 offices and specialise in providing accounting and advisory services to businesses from start ups to corporate groups. Apart from standard audit and accounting services, which include a large payroll bureau, they offer a wide range of specialist services to assist the profitable development of businesses.

They are a leading practice in IT business applications, provide strong advice and practical support for strategic planning, the development of business plans and exit and succession planning and are also able to provide, when necessary, a litigation support team for claimants or defendants. Tax planning, whether for the business itself or directors and shareholders personally, is undertaken by specialist tax accountants. They also specialise in inheritance tax planning and probate.

The ethos of the firm is to provide a personal service for every client according to the individual needs of each client.

A close relationship is established so that the firm has a clear and continuing understanding of the client’s needs. These can include, for example, when an acquisition of a business is being considered : –

  • Undertaking due diligence on a business
  • Advice on a prospective purchase of a business
  • Assisting the production of or producing a business plan
  • Supporting an application for finance, including accompanying clients to a meeting at a bank where appropriate
  • Advice on the type of ownership, for example whether the business should be operated as a limited company, sole trader or partnership
  • Implementation of new accounting or management control systems

A partner or other specialist will always be happy to meet clients on their own premises or elsewhere as appropriate. They are not office bound in their own offices!

This relationship will normally develop and deepen over time in order that the client can fully benefit from the advice and service required.


Contact details :-

Adrian Hemmings
Simpkins Edwards LLP
Michael House
Castle Street
Exeter
EX4 3LQ
Tel : 01392 211233
Fax : 01392 413173
Email : ahemmings@simpkinsedwards.co.uk



Marc Lawson

We are different to other accountants

We work much more closely with our clients than traditional accountants. We also have a much smaller number of clients than normal and are selective in the clients that we act for. We want to get to know our clients businesses inside out, enabling us to easily identify problems and spot opportunities. We want to help improve profits and encourage growth.

Our mission is to always add value

Whatever we do for you, we will always carry out our work with the aim of adding value to your business. We do this by a combination of increasing profits and cash flow. We run a very cost effective business by making the most of modern technology, resources and research, but we will never be the cheapest solution.

Amongst the many ways we look at to add value will be researching opportunities within your business to grow profits and cash flow, looking at hundreds of ideas for tax planning, including access to some of the most exclusive tax planning schemes (until now usually only available to the very rich), as well as looking at grants, funding, cost savings and benchmarking to help you achieve much more. In addition, our moneyVision financial service sister-company will be able to look at all your financial service aspects with a view to providing the best products at the cheapest available price.

We are so sure that we will be able to add value to your business that we provide a unique guarantee that says if at the end of each year you do not feel we have added sufficient value to justify our fee, then you simply pay us the value that you feel is relevant (including zero).

A unique feature of our service is fixed price agreements

Once we have established your needs we will give you a guaranteed fully inclusive price from the start. This will give you peace of mind and no surprise bills.

Our philosophy is to provide a high value service by: –

  • Providing the best possible service
  • Aiming to continually exceed our clients’ expectations
  • Making the time to really listen to the needs of our clients
  • Suggesting ideas to improve profits and help the business grow
  • Providing professional expertise in order to proactively identify opportunities and provide solutions
  • Provide your accounts within 20 working days
  • Reply to your communications swiftly and promptly
  • To always let you know the status of any work we are carrying out so that you never need to chase us
  • Being an indispensable part of your business

Our aim is to provide small and medium sized businesses with information and advice that goes beyond the traditional accountancy services of preparing accounts and tax returns.

We believe that many business owners work long hours and come under increasing amounts of stress for insufficient rewards. Our aim is to help businesses achieve a greater balance between the effort put into their business and the amount of income they receive back. This is achieved by making available a wide range of professional services starting with a substantial amount of free information, building up through relatively cheap business forums right through to full partnership type consultancy work, where we are involved in the day to day running of the business to a great extent.

businessVision benefit from having a stable number of long serving team members and a reputation in the South West as being a practice that is different from the typical accountancy practice, is small and friendly, but able to offer the type of services more commonly associated with large accountancy firms.


Contact details :-

Tel. 01752 752210
Fax. 01752 752211
E-mail. marc@marclawson.co.uk



HW Forensic Accountants

HW Forensic Accountants is part of the national Haines Watts group of Chartered Accountants that focuses on the owner-managed business sector.

HW Forensic Accountants provides investigation and expert witness services for solicitors and others, across England and Wales. A central part of our work is the preparation of Court compliant reports that are straightforward to understand and which address the financial issues in contention. We also provide mediation services to resolve business-related claims.

We apply our working knowledge and experience of the owner-managed sector to disputes that arise from the following;

  • Divorce where a business is involved, leading to business valuations, liquidity assessments and generic tax advice.
  • Commercial claims and counter-claims.
  • Economic losses in personal injury, clinical negligence and dependency claims.
  • Professional negligence claims involving accountants.

Contact Details : –

Duncan Barnes
3 Southernhay West
Exeter
EX1 1JG
Email: djbarnes@hwca.com

CarterDawes IFA Solutions Ltd.

Financial Planning and the Sale of a Business…

Working in conjunction with Beardsley Theobalds we at CarterDawes aspire to add value for those selling their businesses.

It is wise to consider financial planning issues and where to seek advice early in the process.

Why should I talk to CarterDawes?

Roger Mundy, the Managing Director of Beardsley Theobalds, and I established a working relationship when helping a client of mine here at CarterDawes sell their business. We recognised in each other similarities in our approach to business and service.

We have an overriding principle of “best advice” and “relationships” which is very different from the sales based approach prevalent in Financial Services. This was the driving factor behind the establishment of CarterDawes as a practice and it is this dedication to relationships and advice that has led to the success of CarterDawes as a provider of truly independent financial advice.

What type of service benefits me most?

The principle that underpins everything we do here at CarterDawes is that the most successful type of financial advice service is one that lasts! What we mean by that is a continued and stable relationship that allows financial plans to develop and adapt with the changing circumstances of each client. We very much believe that we are well placed to provide this.

I personally provide service to the clients of Beardsley Theobalds. I have  over 25 years of experience in financial services, spending my entire career in this field and hold the Gold Standard Qualification of Chartered Financial Planner. As a partner and founder of CarterDawes I am committed to the business for the long term.

I feel that this gives a unique platform for a long term relationship, unlike most advice services, many of which are based on sales and targets. Our goal is to build long term lasting relationships with our clients, based on service. This is how we have grown our business.

Here at CarterDawes we have a wealth of experience from our Advisers who have undertaken a variety of responsible roles in their careers in financial services in order to culminate as an IFA, with sufficient life experience to provide advice. We are able to draw on each other’s experiences to enhance the advice proposition provided.

Simon Carter, Chartered Financial Planner


Contact Details :-

Montana House
130 High Street
Honiton
Devon    EX14 1JP
Tel : 01404 46943
Mobile : 07970 033490
E-mail : simon@carterdawes.com

Hear from our clients

Felt confident that Charlie was looking after all parties interests.

Clive Tabiner, Purchaser of The Cherry Tree Cornwall

You provided all-encompassing professional marketing.

Mr. R. Sillence, vendor of electroplating business

You kept us informed all the way through.

Mr. J. Field, vendor of hard landscaping business

The best service aspects of your service were no up-front charges and good advice about sales procedure.

Mr. C. Smith, vendor of agricultural supplies business

You provided a professional approach and good service and the best aspect was the continuity with Charlie and regular feedback.

Mr. L. Norris, vendor of commercial laundry

I received personal attention by Roger and Charlie. I was surprised how quickly the business sold. Obviously your marketing works.

Mr. J. Wheeler, vendor of shop/office investment property

You have a professional approach and sold my business in relatively quick time.

Mr. C. Learmonth, Motorhome Hire business

You were professional and honest and gave constant feedback.

Mrs. C. Norrish, vendor of food and drink packaging business

Impressed by Roger’s meeting and taking time to understand our business – ‘old school’ professional with attention to detail.

Mr. & Mrs. Stead, Vendors of The Cherry Tree Cornwall

I found Beardsley Theobalds to be approachable and professional whilst they attended to the sale of my business. Having initially secured the interest of several interested parties completion was achieved in a period of less than five months. Many thanks! It has been a pleasure doing business with you.

Mr. Rogers, Vendor of David Rogers Stock Valuers

If you have any questions about our business portfolio, or about the business transfer industry, please don’t hesitate to get in touch.