There are lots of ways we can advise you on your decisions and provide strategic and practical support to help you achieve your goals

We understand the one thing business owners lack is time – quality time to think about the direction and focus of their business.

Our business advisory team know the type of questions to ask to bring together a fresh perspective.

We have the technical expertise, business knowledge and financial understanding to support you so that you can focus on what’s important – growing your business.

Generating traction to implement your strategy is very often the stumbling block for many businesses – we can introduce you to effective tools and approaches to achieve and maintain traction, and stay involved to keep you and your team accountable.

Business help and advisory

Some of the ways we support our clients

Tap into the power of Pulse to understand your business performance and identify what you can do to improve profit and work less. This is your platform to look beyond the end of the week, month and year.

Login to your Pulse powered by Sagars to see how we can support you achieve your life goals.

  • Our team are here to listen to your ideas, concerns or opportunities, wherever and whenever you need us

  • We can add value by bringing our experience and expertise to your meetings to act as adviser, challenger, facilitator or chair

  • Whether you need us at the end of the phone or sat around your boardroom table, you can rely on us to be there and be the critical friend you need to advise you on your decisions

A forward-looking and action-focused assessment of your business from the outside in; a process designed to identify recommendations to help you build future value.

A review would typically involve:

  • Initial meetings with owners and key directors to understand your goals

  • A tailored request for information such as financials, business plan, client & supplier information etc

  • Follow up questions and clarifications if needed

  • Identifying actions you can take to capitalise on market opportunities; improve risk management; address specific challenges raised; optimise business performance; and ultimately build business value

  • Personal presentation of findings with business owners (and management team if appropriate)

Let’s get together in our offices for the day so you can step away from your day-to-day pressures and distractions.

How we’ll use the time

  • Review your personal goals
  • Agree your business purpose
  • Revisit the business’s recent performance
  • Understand what’s working well and what isn’t
  • Identify issues and opportunities
  • Consider your “accountability chart” – do you have the right people accountable for the right things?
  • Discuss effective ways to implement actions and gain traction within your business

Depending on where your business is now, this may be building on existing work you’ve done to develop business plans, strategies and action plans.

  • A structured session, informed by your existing management information and plans, taking a systematic and strategic look at what else you can do to grow your business

  • Identifying action areas that will make the biggest difference

We’ll share approaches to action planning, systemisation and accountability which can help you turn plans and aspirations into reality.

Committing to regular sessions is a powerful way to really help your business gain momentum and achieve your goals. We’ll bring a new perspective, one that understands your business, to act as a critical friend and helping you on an on-going basis.

How our support will help

  • Review your recent business performance

  • Understand what’s working well and what isn’t

  • Identify issues and opportunities

  • Use all the evidence, insights and analysis to make better business decisions
  • Agree your priorities and update your action plan so the business keeps moving towards its goals.

Key contacts

Ali Jones
Ali Jones
Consulting & Corporate Finance Partner

Ali provides strategic planning, consulting and corporate finance solutions to help clients to deal effectively with problems and make the most of business opportunities.

Ali’s profile >
John Beevers
John Beevers
Professional Practices Partner

A Chartered Accountant, Chartered Tax Adviser and an ICAEW Solicitors’ Special Interest Group committee member, John specialises in advising growing businesses and professional practices.

John’s profile >
Chris Jones
Chris Jones
Managing Partner

Chris specialises in advising owner-managed businesses and their stakeholders and also advises a significant number of pension schemes, not-for-profit and charitable organisations.

Chris’ profile >
Susan Seaman
Susan Seaman
Charities & Not-for-Profits Partner

Susan provides audit, accounting, taxation and business advisory services to small and medium-sized limited companies, pension schemes, charities and not for profit organisations.

Susan’s profile >
Kevin Hoult
Kevin Hoult
Audit & Assurance Partner

Kevin is an FCA qualified accountant with lots of experience in dealing with owner-managed businesses. He works with the business client team at Sagars, looking after a portfolio of diverse clients with a focus on larger companies and complex groups.

Kevin’s profile >
Fergus Beadle
Fergus Beadle
Private Clients Partner

Fergus has a wide range of experience in advising a mixed portfolio of clients ranging from individuals seeking personal tax and trusts advice to companies requiring accounts and corporate tax planning assistance.

Fergus’ profile >
Joel Topham
Joel Topham

Joel is a qualified Chartered Accountant and an experienced business adviser with a varied portfolio. He is particularly experienced in looking after family-owned businesses and solicitors’ practices, advising on business management, accounting and taxation, and specialising in solicitors’ accounts, SAR and partnership tax.

James Hunt
James Hunt

A qualified Chartered Accountant and Chartered Taxation Adviser, James manages a mixed portfolio of business clients, providing solutions to clients’ challenges and supporting them to achieve their goals across audit, accountancy, taxation and business advisory services.

James’s profile >

How can we support you?