Beyond compliance

We deliver genuinely exceptional
advice that goes beyond compliance…

Performance management

We will address issues such as whether your business is performing efficiently, if you are maximising your growth opportunities and have the management information you need to make big decisions. We will then work with you to ensure that your structures and processes fully support your goals.

Strategic advice

Whatever your business is grappling with, we can provide a fresh perspective. From business growth to exit strategy and from succession planning to estate planning, we'll work with you to secure the right outcome.

Personal and business aspirations

We know that your ambitions and priorities will change over time and that you will face both personal and business challenges as you, your lifestyle and your business evolve. So, we will focus on addressing the key issues and risks at each and every stage of your journey.

Talk to us

By learning exactly what it is you want to achieve, we share ideas to enhance your business and discover ways of delivering unexpected value. Please get in touch to see how we can support you beyond compliance… Speak to us today

Beyond Compliance

  • Strategic and business development advice
  • Specialist management information including design of budgets and financial modelling
  • Risk advisory
  • Wealth management (retirement, protection and investment)
  • Succession planning and liaising with future generations
  • Private client
  • Deal Advisory ¹
  • Pre-sale planning and support
  • Selling your business
  • Acquisitions
  • Management buy-outs and buy-ins
  • Asset and Debt Finance ²
  • Due diligence support
  • IPO preparation and execution
  • Business and company valuations
  • Business modelling and financial forecasting
  • Tax planning and advisory
  • Business recovery and turn-around support
  • Indirect taxation (SDLT, VAT, duty)
  • HR consultancy and talent management
  • Specialist issues including HMRC investigations
  • VAT enquiries including tribunal hearings
  • Forensics, expert witness and other investigations
  • Estate planning including preparation of Wills
  • Probate and estate administration ³
  • Internal audit
  • 1 Services are undertaken through Gerald Edelman Deal Advisory.
  • 2 Services are undertaken through GE Asset Finance & Leasing Limited
  • 3 Services are undertaken through Gerald Edelman Probate Services Limited.