Financial Strategy: Imaginative solutions for growth and change

As your business grows new opportunities and challenges will arise. Our financial strategy services give you all of the solutions you need to meet the changes your business will face.
Growth, profit & cash improvement strategies

Over 50 years of experience with a broad range of industries has demonstrated Poole Waterfield’s strength in growth strategy and business improvement.

As a director-led firm we will strive to understand your business and aspirations in order to unlock potential. Our offering includes progressive strategies, growth and profit improvement.

We will support your business with ideas, performance analysis, strategic planning, profit improvement, cash flow management. You will feel confident that your business has a new driving force.
Business restructuring & incorporations

Getting the structure right for your business is a key strategic decision that can have major tax and commercial implications. We can help you with all aspects of getting the right legal model and ownership structure for your business.
Business sales, acquisitions, mergers & business valuations

Whether you require support with a business sale, merger, acquisition or a valuation, you can be safe in the knowledge that our experience and meticulous planning will ensure they run as smoothly as possible. We can advise on due diligence, succession, valuations, selling or buying a business, tax planning, management changes, negotiations and much more. You will also have full access to our trusted consultants and associates including lawyers, commercial financiers and investment specialists.
Raising finance

There will be times when you need external finance, either to help your business grow or to cover a funding deficit. We can work with you and one of our commercial finance associates to get the right funding package from a lender who suits your business.

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Our Services
Our Services
  • Audit and Assurance
  • Accounts Preparation
  • Management Accounts
  • Book-Keeping
  • Business Start-ups
  • Tax for business
  • Tax for individuals
  • Tax planning
  • VAT
  • Wealth protection
  • Payroll
  • Growth, profit & cash improvement strategies
  • Business restructuring & incorporations
  • Business sales, acquisitions, mergers & business valuations
  • Raising finance