Proactive Discovery Meeting

23 December 2020

Spending time ON your business as well as IN it is important.

Stepping back and taking time out to discuss what’s happening in your business will provide clarity of your future direction. A Proactive Discovery Meeting will give you the chance to meet with us on a complimentary, no obligation basis to discuss the following:

  • Your goals for your business and how you plan to achieve them
  • How your business goals tie in with your personal and lifestyle goals
  • Issues and challenges you are facing in your business, e.g. growth, cashflow, succession, etc.
  • How you can work with us to address these

[/It will also be a great opportunity for us to share how we can assist you with the needs of your business and personally. For example, would you like to know more about our strategies to help you grow your wealth, profitability and cashflow?  Would you like help improving your efficiency and effectiveness?

Who should have a meeting?

If you’re keen to improve your financial results and business performance and feel like you are not currently being supported to achieve this, then contact us. We firmly believe that we can help you and, more importantly, we want to!

What is involved?

We’ll set up a complimentary consultation with a senior member of our team to assess your personal and business circumstances and discuss how we can help you in the most appropriate way. We’ll then prepare a summary and proposal for any services with all investment costs priced upfront.

When should I have this meeting?

Our recommendation is that you arrange your Proactive Discovery Meeting with us as soon as possible in order to identify quick win and long-term strategies to improve your financial position.

Benefits of a Proactive Discovery Meeting

  • Identify your most important issues and opportunities
  • Review and establish your goals and strategies for achievement
  • Assess your current business structure
  • Start to identify the key drivers of your business
  • Gain a better understanding of your business
  • Potentially identify greater tax efficiencies
  • Stimulate strategic discussion of the current and future direction of your entities
  • Identify how we can assist you to achieve your goals through the growth and protection of your assets
  • Understand our service offerings can be enhanced by working together
  • Access the collective experience of our team, systems, services and products
  • Gain certainty about our fees, with upfront pricing for proposed work

For a complimentary Discovery Call to discuss the most appropriate level of support on a wider basis, a personalised quote and a guarantee of our best possible service, please complete the form below and one of our senior advisors will contact you.

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Regardless of the services you select all clients will benefit from:

Free ongoing advice

We want you to succeed

Online portals

Access all historic and current accounts or returns at any time

No surprises

We will never send you a surprise bill for calls, emails or meetings

We keep it simple

We're not a fan of jargon either

Peace of mind

If we say we're going to do it, it will get done

Value for money

We work as efficiently and price as competitively as possible

Everything starts with a conversation,
how can we help?

Brett Smith

Brett Smith

Tax & Accountancy

Sian Smith

Sian Smith

Business & Development