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Advisory Services

Whatever stage your business has reached – start-up, expanding or mature – the right advice is essential.
 
The mission of Hazlewoods Advisory Services is to learn about your business, help determine your requirements, and then provide the advice and support your business needs at every stage of its growth.
 
We are regularly asked to advise on issues such as business strategy, operational plans, investment provision, exit planning and arrangements for succession. We are particularly sensitive in the way we approach matters that impact a family business.
 
We can provide support throughout the business lifecycle and draw on the best advice obtained from across Hazlewoods specialists to provide a solution tailored to your circumstances.

Business Strategy Services 

It is hard to take a decision in a vacuum. The aim of Hazlewoods is to advise you on the available options and help you to measure the consequences of each.
 
Although we can offer this advice on a one-off basis, the best results come when we work with you to create short-term and long-term business plans. This approach enables you to maximise value, minimise tax and reduce the risk of crisis management.
 
The best results come when you look beyond your immediate priorities. Accordingly, we offer services such as benchmarking your company against its competitors, conducting a thorough ‘spring clean’ of your business and its financial structure, and raising finance for future investment. 

Succession Planning

For some, succession planning simply means finding a buyer for the business. For others, a prudent exit or handover strategy will aim to achieve the best balance between personal wishes, wealth protection and future possibilities. Where the founder of a business wishes to hand it on, issues of management also become important.
 
We take an holistic approach to succession planning, because we believe it is not just about the exit option. We will help you objectively consider your exit options, and create a business strategy and management succession plan which is consistent with the viable options, as well as ensuring there is flexibility if circumstances change. Also, as part of the process, you need to consider your financial affairs to ensure you have the lifestyle you want afterwards. Your tax position will also change, so as part of your succession planning, we will help you minimise your tax liability when you exit, and also review your subsequent tax planning and your will and estate planning. 

Helping you to find a way through these financial and potentially emotional issues is our business. After working with you to explore the possibilities and pitfalls, we will help you to walk away, secure in the knowledge that you have put the future on a firm footing. Combining a broad view with sensitivity and an eye to tax issues, our advice is uniquely personal as well as professional.

As independent external advisors, with no family involvement or bias, our experience can also help family businesses. We can help with the understanding of issues affecting the family business, and encourage discussion within the family. We work closely with the family and the business to help them find the most positive way forward.

What our clients say

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    We’ve never asked them something they couldn’t handle; no stone is left unturned

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    I am confident in their ability and I believe they give me the best advice for me and my business

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    I think the level of service and efficiency they offer are key factors, along with breadth of knowledge and expertise

View more client testimonials.

Key contacts

David Williams - Partner David Williams
Partner
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Scott Lawrence - Partner Scott Lawrence
Partner
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Graham Rew - Partner Graham Rew
Partner
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Martin Howard - Partner Martin Howard
Partner
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Julian Gaskell - Director Julian Gaskell
Director
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