Staverton
01242 680000
Gloucester
01452 634800
Cheltenham
01242 237661

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.

David Williams - Partner David Williams
Partner
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David Williams - Partner
David Williams
Partner
Gloucester Office - 01452 634800
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Scott Lawrence - Partner Scott Lawrence
Partner
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Scott Lawrence - Partner
Scott Lawrence
Partner
Cheltenham Office - 01242 237661
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David Pierce - Partner David Pierce
Partner
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David Pierce - Partner
David Pierce
Partner
Staverton - 01242 680000
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Graham Rew - Partner Graham Rew
Partner
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Graham Rew - Partner
Graham Rew
Partner
Staverton Office - 01242 680000
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Martin Howard - Partner Martin Howard
Partner
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Martin Howard - Partner
Martin Howard
Partner
Gloucester Office - 01452 634800
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Julian Gaskell - Director Julian Gaskell
Director
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Julian Gaskell - Director
Julian Gaskell
Director
Staverton Office - 01242 680000
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Jonathan Marchant - Director Jonathan Marchant
Director
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Jonathan Marchant - Director
Jonathan Marchant
Director
Staverton Office - 01242 680000
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