11 – The Broadoak Approach

Feb 1, 2017

The attached flowchart is an initial approach we take when helping our clients better understand the operational & financial performance of their business. As no two businesses are alike, we then encourage new clients to refine the methodology and tailor the...

10 – Budgeting for Uncertainty

Jan 1, 2017

At this time of year, budgeting becomes an increasing priority and planning for the uncertainty that Brexit negotiations will bring adds further complications. Given the recent legal ruling and ongoing negotiations, we hope that this newsletter with our support at...

9 – Business Valuation

Dec 1, 2016

The sale of any business is a complex undertaking, of which valuation is only one component. Any sale should consider both financial and non-financial issues. Whether a business owner is a serial entrepreneur, an angel investor with a number of start-ups behind them...