The document discusses how a business consulting firm can help business owners take their companies to the next level. It offers services related to finances, management, growth plans, tax planning, and more. The firm has experts in accounting, auditing, tax, corporate finance, pensions, and investments that can work together to understand a business owner's goals and help them achieve their plans. Business owners are encouraged to discuss their goals with a partner at the firm to see how the firm's services can help plan for the future of the business and the owner's lifestyle.

1. Recognise the rollercoaster that is being a business owner?

2. And that exhausted but happy feeling at the end of the day?
And that exhausted but happy feeling at the end of the day?

3. Customers love you and you’re in profit.
But what’s next for you and your business?

4. Taking your business to the next level means taking some big decisions.
We can help you with that.

5. Growing your business starts with having a strong grip on your current finances.
Building from a firm foundation. We can help you with that.

6. Then work out what’s stopping you from taking the next step?
Is it financial or managerial?
Financial obstacles:
Borrowing power
Cash flow
Budgeting
Forecasting
Managerial obstacles:
Right structure
Right people
Incentives
Systems

7. We will give you options on how to remove the obstacles and grow your business.

8. From controlling cash flow, forecasting sales and planning capital investments
to tax efficient growth plans, pay & incentive structures, funding R & D and
corporate acquisition, we really can make a difference.

9. You don’t have to take the big decisions alone.
We have the expertise to give you options, evaluate and implement them.

10. With your vision and our expertise, together we can take your business to the next level.

11. As a business owner, your business is central to your life.

12. Our in house specialists, work with you to deliver joined up advice.
Whatever you have in mind, we can help.
Maximise profit & minimise tax
to fund your lifestyle
& support your family
Business
growth
plans
Plan a tax
efficient exit
from your
business An investment and
pension plan to manage
your wealth
An inheritance tax
plan to protect
your wealth
Will writing
& probate
services

13. The Bates Weston teams are led by our partners.
Maximise profit & minimise tax
to fund your lifestyle
& support your family
Business
growth
plans
Plan a tax
efficient exit
from your
business An investment and
pension plan to manage
your wealth
An inheritance tax
plan to protect
your wealth
Ian Neal Wayne ThomasGlyn Evans Craig Simpson Graham Buckell Richard Coombs
Chris Jones Nicola Bullock
THE BATES WESTON PARTNERS THE TAX PARTNERS
THE
CORPORATE
FINANCE
PARTNERS
Kay BrookesAnthony Potter Stuart Hulland

14. Your Bates Weston partner wants to make a difference to you and your business.
They will coordinate our inhouse teams of accountants and auditors, tax, corporate finance,
pensions and investment specialists to make sure we understand your plans
and do all we can to make them happen.

15. Tax planning typically involves big decisions with big consequences.
Once our tax team know what you want to achieve, they’ll give you practical options,
evaluate and implement them.

16. Corporate finance – when you’re thinking of selling your business or buying one,
you’ll need this team. They work closely with you to make sure your business is ready for sale,
that you maximise the price you can achieve, and the transaction is tax efficient.

17. Your investment and pension plans are all about funding your lifestyle now and in the future.
Working with our Financial Services team, means you can relax,
confident in your retirement plans.

18. Your plans. Our insight. Results.
Talk to us today about how we can help you plan ahead.