Gerald Edelman | Moving beyond compliance

Going above and beyond has always been a hallmark of our mission at Gerald Edelman. Our people are not just accountants; they are entrepreneurial advisers that know exactly how to drive commercial growth.

It’s being part of our clients’ journey and assisting them in such an impactful way that defines our client relationships. Unlike conventional accountants, we think strategically about the future of your business and the most efficient ways to achieve your long-term goals, and, most importantly, we empower you to think beyond your limits. Your success is our success, and we will always tailor our expert guidance with your commercial interests in mind.

We at Gerald Edelman act as a one-stop shop for all your business and personal needs, and offer a similar, comprehensive range of services as the Big Four, but with the highly personalised and partner-led approach of a closer-knit firm.

Connecting the dots

Companies that come to us with compliance-based issues end up staying with us because we can also help them unravel complex issues. Such issues include corporate finance, M&A, international tax, through to managing their HR, business performance management issues (or KPI’s). Some clients that initially engage our statutory filing services soon find we can put together an effective exit strategy for their company or plan their expansion to another jurisdiction.

It’s being part of our clients’ journey and assisting them in such an impactful way that defines our client relationships. Unlike conventional accountants, we think strategically about the future of your business and the most efficient ways to achieve your long-term goals, and, most importantly, we empower you to think beyond your limits. Your success is our success, and we will always tailor our expert guidance with your commercial interests in mind.

Going beyond compliance

We pride ourselves on delivering exceptional advice that goes far beyond compliance and crunching numbers. Here’s a selected list of areas in which we often support clients:

Business Advisory – Our business advisors often act as NEDs in an informal or formal capacity, assessing risks and identifying opportunities, offering impartial strategic advice on performance, operations, corporate governance and capital expenditure.

Deal Advisory – We help clients plan and prepare for the sale or acquisition of a business and often connect entrepreneurs with our valuable network of investors to help them raise capital and fund their ventures. Our wide network within deal advisory often means we are aware of investment and business opportunities before they have even hit the market, ensuring our clients seize fresh and viable opportunities in the making.

HR Consultancy – We work closely with NatWest Mentor to offer expert HR consultancy to businesses, advising on everything related to people management, recruitment, wellbeing, engagement and health and safety.

International Tax – Representing large multinationals, SMEs and high-net-worth individuals moving to or from the UK, our International Tax team has extensive knowledge of UK and overseas markets that can help you and/or your business with a smooth transition, expansion, or exit, whilst, minimising your exposure to foreign or domestic tax laws and ease the compliance process, offering you seamless solutions, through our international network of advisors, from start to finish.

Probate and Estate Administration – Arranging your estate requires careful tax planning, which is why it makes sense to go with a financial specialist that understands the nature of your accounts, rather than a law firm. Clients also find that this offers far more value for money.

Wealth Management – Gerald Edelman is a trusted, lifelong financial advisor to families, business owners, investors and high net worth individuals alike. No matter your circumstances, we can structure your assets in a way that maximises their value and shields your wealth from unnecessary tax.

Transaction Services – Our technical team, supports clients in a comprehensive analysis of their risks and business analysis process, tailored with them in mind. Gerald Edelman’s technical expertise in due diligence, business valuations, financial modelling and transaction structuring, unravels complex business issues with transparency, enabling clients to meet their business objectives.

Forensic Accounting and Expert Witness Services –  Our highly experienced chartered accountants often undertake financial investigations and offer independent expert witness services in relation to loss quantification, valuation, financial crimes, and leading legal disputes. The team has extensive expertise in analysing M&A terms and quantifying economic damages.

How can we help you?

Whether you need support with performance management, advice on core business functions, or addressing specific challenges at different stages of your business journey, we understand the importance of finding a valuable business partner you can truly rely on.

We’d be happy to arrange a free consultation to discuss the challenges you’re currently facing, whether that’s over the phone, via a video call, or at our Cornhill office in the City of London.

Simply click through the button below to send us a message or contact one of our friendly advisors.