2 minute read
STRATEGIC FINANCE: OPTIMISING PERFORMANCE & GROWTH
- Tuesday 22nd October
- 1pm- 2pm
- Online
PRIVATELY OWNED
Accelerating growth for privately owned businesses. Secure the future of your business.
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As a privately owned and managed business, your drive to succeed is fuelled by your entrepreneurial spirit. You’re not just running a business; you’re building your dream, and every decision you make is geared towards taking it to greater heights. However, navigating the complex landscape of business ownership can be daunting, especially when you’re aiming for growth and expansion. Finding the right type of funding can be challenging – whether that’s in the form of private equity or alternative investment. Or maybe you’re looking to exit your business. Whatever stage you and your business are at there’ll be complex considerations to be made.
At Cooper Parry, we understand the unique challenges faced by privately owned businesses like yours. We don’t just offer cookie-cutter solutions; we provide tailored advisory services designed to meet your specific needs and propel your business forward.
PIN DOWN YOUR BUSINESS AND PERSONAL GOALS
The foundation of any successful business strategy lies in clarity of goals. Don’t get lost in the day-to-day operations and lose sight of the bigger picture. At Cooper Parry, our first step is always to sit down with you and understand your vision and objectives. Both for your business and your personal life. Your business goals will be deeply intertwined with your personal aspirations. Whether it’s achieving financial independence, creating a legacy for your family, or simply finding a better work-life balance, we take the time to understand what drives you. We want to help you make life count.
WHY CLIENTS LOVE US
Expert Tax Advice and Planning
Taxes are an inevitable part of running a business, but they don’t have to be a burden. With the right tax strategy in place, you can minimise your tax liability and optimize your financial position. This is where our team of experienced accountants and tax advisors comes in.
We understand the complexities of the tax landscape that owner-managed businesses face. From navigating changing tax laws and regulations to identifying opportunities for tax savings and tax reliefs. We leverage our expertise to ensure that you’re always in compliance and maximising your tax efficiency. Both for your business and your personal tax position.
If you’re looking to expand and grow or maybe even exit your business, we can make sure your business is correctly structured when it comes to tax. Whether it’s strategic tax planning to minimise your personal tax burden or meticulous preparation of tax returns to avoid costly errors, we handle every aspect of your tax affairs with the utmost care and attention to detail. Our goal is to provide you with peace of mind, knowing that your finances are in good hands so you can focus on what you do best – growing your business.
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HOW COOPER PARRY CAN HELP
We can provide outsourced business services to support your finance needs. Freeing up your time, becoming an extension to your finance team as much or as little as needed. A service tailored to you.
Our specialist Deals team can offer support and guidance it you’re looking to buy or sell a business. They can help you realise an investment or raise a new funding. They can advise you through every stage of the transaction. Helping you access private equity or alternative funding sources.
Our Legal team can help with the legal aspects relating to any acquisitions or eventual sale of your company. Ensuring both buyer and seller go through a painless process.
And our wealth management team support business founders who are planning for the future. Particularly if they plan to exit the business and need a steer on how to manage their personal finances.
If you choose to work with us, you’ll get a happy, engaged team that will grow and develop with you. They’ll build up a comprehensive knowledge of your business. Using this to continually improve the efficiency of our advice, tax and accountancy services to you.
We build partnerships with our clients. Helping businesses like yours define the vision, set long-term goals, and access the funding needed to grow. With our comprehensive advisory services and personalised approach, we’re committed to helping you achieve your dreams and build a brighter future for yourself and your business.
Let’s talk today
Want us to call you? Let’s start a conversation!
Katie Warrington
Partner and Regional Head of Audit - Midlands
Get in touch with Katie Warrington
UPCOMING EVENTS
1 minute read
PROFESSIONAL SERVICES ROUNDTABLE
- Thursday 14th November
- 12.00pm - 15.00pm
- Ember Yard - Soho, London
1 minute read
TECH CFO DRINKS
- Thursday 28th November
- 6pm onwards
- Curve Club, nr Old Street, London
LATEST NEWS
REVIEWS
SHEILA, JULY 24
“Andy and Dan established a comprehensive audit plan with realistic timelines. Their communication was professional and supportive throughout, resulting in a highly collaborative process. The AFR will support us in making improvements to our practices..”
“Pleased you found working with us collaborative and professional.”
PASI, JULY 24
“Audit and regular tax doing all good and no issues. R&D claim we have currently quite an issue. Even though I appreciate hard work and effort CP’s team had put on answering those enquiries. Naturally I do not hold CP responsible for HMRC’s unlogical behaviour.”
“Thank you for your feedback. The R&D landscape has become difficult over the past couple of years, and we continue to provide feedback to HMRC, both directly and via governing bodies, in the hope that their processes and approach to claims will be improved over time.”
RISHI, JULY 24
“Since working with Cooper Parry communication has been excellent. All deadlines have been met as agreed. Support with additional support given whenever required.”
“Delighted to hear it Rishi, please we're giving you the support you need :-)”
TONY, JULY 24
“Similar to last year but felt the whole process this year was a lot more painful this year with amended HMRC guidelines.”
“Sorry we can't change HMRC but we'll always be on board to help you where we can.”
ROB, JULY 24
“Great work all round.”
“Appreciate your comments Rob.”
GUNEET, JULY 24
“It has been great to work with such a wonderful team, highly professional and very knowledgeable. “
“Thanks so much for the feedback Guneet.”
ADRIAN, JULY 24
“Having moved the audit to CP from BDO we have been pleased with the quality of staff provided for the audit, their positive attitude and their work ethic. CP have done exactly what they said they would do in their proposal so far. The test will be around whether this was a special effort for the first year or reflective of the normal level of service that they provide going forward. i.e. Let’s keep it up and work together to increase efficiency and effectiveness. “
“Wonderful to hear we've made a fabulous first impression. We'll definitely be keeping up the hard work to take our relationship to the next level. ”
GREGOR, JULY 24
“Service is always excellent, and responsive.”
“Glad it's working for you!”
NITIL, JULY 24
“Doing a very good job.”
“We're hoping to turn 'good' into 'great' for you Nitil :-)”
ELVIRA, JULY 24
“I have only had very limited time working together but it has all gone smoothly.”
“Thanks Elvira, looking forward to growing our relationship in the future.”