I take the work you’re not allowed to take.
For accountants, lawyers and lenders whose owner-clients are getting ready for what comes next: a sale, a handover, or a business that no longer depends on them.
An owner who wants a business that runs well without them, whether they sell it, hand it on or keep it, needs numbers and records that stand up when someone else reads them. Firms that audit or review those books are rightly restricted in how far they can go in getting them there, so a partner can have a client who needs exactly this work and be unable to take it.
That is the work I take.
I work from inside the company to put the owner’s numbers and records in order well before anyone else reads them: earnings as a buyer would read them, and the working capital the business actually needs. The owner gets a written list of what is missing, what it costs to fix and how long it takes, and a business that is sale-ready whether or not it ever sells.
I do no assurance work, so there is no conflict with anyone’s auditor. I do not provide opinions of value — that is a Chartered Business Valuator’s work, and I will tell a client when they need one.
Who this is for
Accountants whose independence rules block the pre-sale work, or whose practice does not do it.
Lawyers with an owner-client planning a sale, a handover or a change among shareholders.
Commercial and ABL lenders who can see from the balance sheet that an owner is approaching a transition.
How it works between us
Your client engages me directly. You keep your relationship and your mandate; I carry the numbers.
No referral fee is paid or accepted in either direction. Any compensation arrangement anywhere in a file is disclosed in writing to the owner and to any board involved.
How I work
The work is senior and I do it myself. If a file is not one I can help with, I will say so quickly and, where I can, tell you who is.