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  1. Helping to Build Successful Companies July 2015
  2. • We are a Specialist Business Development Company • We are Fifteen Months old • Our Principals have Many Years experience • They have worked in Large Accounting Firms, Commerce, Banking, Retail, Manufacturing, and High Tech Companies
  3. We Help Build Successful Companies • We help throughout your business life • We help you achieve your commercial and financial goals by - developing purposeful plans - providing part time FD resource - raising finance for growth - claiming enterprise tax reliefs and grants - planning for succession or disposal - managing wealth
  4. We Help Throughout your Business Life STARTING OUT IN A TIGHT CORNER SHORT OF FUNDS GROWING NICELY STUCK IN A RUT LOST CONTRACT READY TO STEP BACK REAPING THE REWARDS
  5. Growth Through Innovation • Lean Startup • New Paradigm Growth Programme • Product Development • Market Development • SMART Grants • R&D Tax Credits • Intellectual Property Audits • Cloud Accounting
  6. Business Development • Business Planning • Orbit Assessment • EMI Schemes • Mergers, Acquisitions and Turnarounds • Tax Mitigation • Cyber Security • Succession Planning • Social Marketing
  7. Access to Finance • Equity Crowdfunding Campaigns • Finding Investors • EIS and SEIS Management • Shareholder Relations • Raising Debt • Franchising • Affinity Finance • Sale of the Business
  8. Our First Fifteen Months Source Fintech Startup Telecom 5 yrs old Software 15 yrs old e-Energy Startup Portfolio Year One Crowdfunding - closed £500k £500k Angel Rounds - closed £200k £500k £500k Angel Rounds - open £800k £1m SMART Grants £200k £200k R&D Tax Credits - paid £300k £300k R&D Tax Credits - pending £100k £100k £100k £300k TOTAL FUNDING £1.8m £600k £300k £100k £2.8m
  9. Our Partner Organisations
  10. We Helped Build these Successful Companies
  11. What Successful Companies Say about Us • When Dave joined UP it had a transformational effect on the business. Dave has worked wonders, providing a level-head in high stress situations. I can say with confidence that Dave is a rarity in the profession and consider UP to be very fortunate to have him on board. James Tuckett, investUP • I have found Simon’s understanding of the issues facing my business extremely useful and reassuring. He has advised and supported me through a number of business matters where his experience and expertise has been invaluable. Rachel Bright, Look on the BrightSide
  12. What Successful Companies Say about Us • I have absolutely no hesitation in recommending our advisor, business coach and friend Dave. Since Dave has worked with us at Marathon Telecom he has been instrumental in helping the board to align our personal, business and strategic ambitions. Gareth Hamer, Marathon Telecom • Simon has brought new approaches to the way we viewed the business by bringing in procedures to help in our planning, staffing and helped create a broader customer base. He has become a trusted member of our senior staff and attends our monthly directors' meetings. Brian Hunt, Zircon Software
  13. How You Should Get in Touch • Our Initial Consultation is always Free of Charge • Dave White would love to hear from you • Call Dave on - 07855 339 051 • Email Dave on – dave.white@whitebruce.com
  14. Helping to Build Successful Companies July 2015
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