Tel: 01938 552625
Email: office@cadwalladerllp.co.uk

Business Development Guidance - Stage One

Agreeing aims and objectives.

We set out to clarify our clients' aims and objectives and then build on these to form an effective working relationship. Typically these include:

Business Lifestyle Balance

How many hours do you currently work?
Working long hours to establish business but is there a plan for the future?
How big is the market for your business?

Growth potential

What size can the business become?
Who are your competitors?
What else can you offer that your customers may require?

Potential Property & Location

Will the property cope with expansion?
Does the property location fit with the trade?

Key Staff

What key staff have you got?
Future recruitment needs?

Remuneration Requirements

What is being drawn from the business?
What are your medium/long term finance requirements?
Do you have adequate income planned when you stop working?

Exit Strategy

Are you looking to sell the business?
Are you looking to pass it on to the family?

Tax Planning

Which structure is the most efficient way to trade?
How much money do you wish to take out of the business?
What tax exit strategy will you need?

C&Co PLUS can help you set out your aims and objectives. These can then be used as a tool against which to compare future developments.

Go to stage 2 >


For further information contact

sharon.davies@cadwalladerllp.co.uk

Tel: 01938 552625

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Questions to ask before choosing your accountant

  • Are they familiar with my type of business?
  • How much availability do I need?
  • Are they qualified accountants?
  • Who will be doing the work?
  • What is the company's approach to accounting?
  • How much do they charge compared to other accountants?
  • Is there advice regarding accounting systems?
  • How is information exchanged?
  • How often do we meet?
  • What tax deduction can I claim?
  • What other services do they provide?

"On a recommendation we appointed Mark Cadwallader of Cadwallader & Co LLP. He has been a huge benefit to the company. I have been most impressed with his hands on approach and real enthusiasm in giving us advice."

"Having worked with 2 other accountants during the early days of our 23 year old business, it was not until we worked with Cadwallader’s that we could achieve the forward looking partnership that we were seeking."

"Cadwallader & Co LLP have provided excellent support throughout, in the form of cash flows, projected accounts and business advice to enable us to develop our businesses successfully and avoid costly mistakes and pitfalls."

More testimonials >