WHAT WE DO
We help businesses in the South UK to successfully understand and control their finances - both operationally and for the longer term including selling or planning an exit. We can help with funding and R&D tax credits. We do not conduct consumer finance or regulated activities that require FCA registration. We are approachable and happy to talk to you in confidence without any obligation. We act as a virtual member of your team; on-hand when needed.
EXPERIENCE IN BUSINESS
Brendan Treacy (owner) has been a director of finance for over 30 years in a number of sectors and in both small and medium sized businesses. A chartered accountant, head of finance and also chief executive, Brendan has a deep knowledge of financial issues from complete start-ups through to the board of listed companies. He is a hands-on person but can also help with the big picture.
HOW WE WORK
We will arrange to meet you and see if we can address your needs, large or small. We will agree any assignments with you and tailor them to meet your exact needs, whether its a short review and report or a longer assignment. Our fees are a reasonable day rate, or fixed priced deliverables. All our work is confidential and fully documented. Examples of what we do and advisory work are shown below.
SOME OF OUR SERVICES
Help with running your business finances
Managing day to day finance
Reviewing your management accounts : profit and loss, balance sheet and cashflow.
Forecasting and controlling cashflow.
Planning, budgeting, modelling the business.
Cost control, policies and documentation.
Contracts, proposals and bid documentation.
Policies and procedures.
Organisation and people.
Funding the business
Short and long-term issues
Overdrafts and loans
R&D Tax Credits - saving you money
Buying assets and capital investments
Funding options and share transactions
Valuation, acquisitions and disposals
Finding investors and making proposals
ISLE OF WIGHT FINANCE ADVISORY
At Isle of Wight Finance, we combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.
It pays to think ahead and be ready to meet the future. Planning ahead is not simple and staying competitive is always subject to outside influences. We can help you through the process.
Sometimes you just need a sounding board if you don't have a board of directors to call upon, or someone independent to give a considered opinion. It could be an upcoming change to the business or how to face a critical downturn. We can help with key financial decision-making.
Results and benefits
Whatever your need - designing an in-house process or preparing for a major meeting with the bank manager - we want to see a benefit to you. We will listen, advise, recommend and implement what works for you and we'll follow up afterwards.
Send a message or call now
Phone : 07767 44 53 27 or 01983 653170