Finance & Strategy Archives - Wilson Partners
Picture of a graph with a business person breaking away on a rocket

Seeking investment: What a Private Equity investor looks for

Certain firms exclusively pursue large-scale deals exceeding £100 million, while others concentrate on smaller transactions. Furthermore, some firms differentiate themselves with distinctive expertise, effectively assisting companies in internatio...

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Seeking investment: Debt vs equity

Most businesses start off self-funded by the entrepreneur (sometimes referred to as bootstrapping), and possibly with loans and investment from friends and family. Whilst many SME businesses will always grow organically and never take on any exte...

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Business people alongside a performance chart depicting ups and downs and looking to the future

Wilson Partners releases results of its eighth biannual business report of South East SMEs

The confidence barometer has shifted 4pts to the good, sitting at 68 and bang in the middle of the low and high of the past two years, it suggests that not much has changed, but drilling into the detail a little more, some positive signs are emerg...

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CGT reporting on residential property

Residential property Capital Gains Tax 60-day reporting: Are you on top of it?

Three years ago, the government changed the rules on how Capital Gains Tax on residential property should be reported and paid, around the same time that they introduced the new HMRC digital service. The updates introduced a 60-day deadline for re...

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Electric company cars

How electric company cars can save you and your employees a significant amount of money

It’s no secret that significant benefits, grants and reliefs are available to businesses and individuals when taking advantage of sustainable and renewable choices.

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People carrying a lightbulb

Create value through innovation

...none are more important than the company’s own culture, capabilities and internal systems – all of which are aspects of its governance. Unless companies are governed in a way that is conducive to innovation, they are unlikely to be in a positio...

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Tax news update – mini budget September 22

In a week that began seeing the nation come together to bid farewell to our longest serving monarch, Queen Elizabeth II, we also waved farewell to the planned tax hikes as well as further tax cuts elsewhere. Oh and not forgetting another interest ...

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Completion Accounts or Locked Box?

There are then two widely accepted methods in the UK for adjusting the Enterprise Value to the Equity Value; “Completion Accounts” and “Locked Box”, which we explore further in this blog.

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Investing in Software as a Service (“SaaS”)

In this blog, Dan James is discussing attracting investment, transitioning your business model from traditional consultancy to SaaS and investing in SaaS business.

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Explaining Corporate Finance

Dan James explains the mystery, intrigue and workings of the corporate finance world.

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R&D Expenditure Credit (RDEC)

RDEC and SME R&D tax credits are both UK Government R&D tax credit incentive schemes. They vary in criteria and eligibility, but both are worth investigating to see how they benefit your company.

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R&D Tax Relief (SME)

89% of R&D tax relief claims in 2019-20 were made by SME’s (ref: HMRC) so it is definitely worth investigating your eligibility.

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R&D Tax Claims: Creative Sector

R&D Tax Claims: Creative Sector

Often tax reliefs for innovation are thought to be the preserve of scientists in white coats, software businesses and consumer goods companies. The creative industry is often overlooked yet is clearly eligible to claim cash credits with the govern...

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ONS confirms economy growing

We expect these positive figures to continue as we go through the summer, lock down restrictions are eased and if you need any help in planning for growth with your business and the incentives and finance available please call us. 

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Change in Business.

After the biggest year of change in a generation, is there still room for more change in your business?

'Collaboration' is on the rise, especially among SME's and I've been amazed to see just how much this can benefit businesses at little or no cost. Gone are the days of keeping cards close to your chest, this is the time to open dialogue with busin...

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Business in 2021

A view on business in 2021

What is also very clear is that entrepreneurs will not wait for the pandemic to end before taking action. Indeed entrepreneurs generally face periods of huge uncertainty with increased enthusiasm for the way ahead. We have seen this manifest itsel...

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2020 Business Goals.

4 New Year’s resolutions you need to make for your businesses, to give you more time, more money, more knowledge and stay motivated

he Government offers tax reliefs to reward UK businesses investing in innovation, known as Research and Development (R&D) tax reliefs. These can have a huge and valuable impact on small and large businesses.

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The 7 pillars of business success that ensure you achieve your ambitions

As an owner manager, it’s not rocket science that to achieve your ambitions you need to have a vision and a clear and well articulated plan of how you’re going to get there. You’ll face many challenges along the way and you’ll need to possess ment...

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Outsourced Finance Tips.

6 Tips for Getting Your Outsourced Finance Right

Choosing the right partner to outsource your finance, can feel like a complicated decision. Our experts have put together their top tips to guide you through the process.

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Conflict in boardroom, tension in meeting.

Six ways to prevent negative conflict in the boardroom

Chairing a board meeting can be challenging, and conflicts or disagreements can quickly escalate if they’re not managed properly. In the right circumstances however, conflict can be a good thing!

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Business Meeting in Boardroom.

When does an accountant stop being seen as a cost

Today’s accountants have a wide range of powerful tools and technologies at their disposal, enabling them to add more value to their clients’ businesses than ever before.

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Accounting in the Cloud Era.

What should you expect from your Accountant in the Cloud era

The world of accounting has changed significantly over the past few years. Today’s accountants have more tools than ever at their disposal.

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Business Strategy.

We all know Strategy is important, but are you spending enough time on it?

Strategy is all about two questions: ‘where are we going?’ and ‘how are we going to get there?’ There’s often confusion between strategy and tactics, but for me strategy is the big picture.

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Independent Facilitator supporting strategy meeting.

How your firm can benefit from an independent facilitator at a strategy day

In my previous article I talked about how, in any business with five or more people, the person given the responsibility to look after strategy (usually the Chief Executive), should be spending 20-30% of their time on it.

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VCFO Wilson Partners Cloud Accounting.

Does your business need a VCFO?

You’ve no doubt come across the title of CFO (Chief Financial Officer), but you may not be familiar with a VCFO. A VCFO is a Virtual Chief Financial Officer.

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Succession Planning, steps to achieve it.

Five tips for effective succession planning

Most people want to grow a business and sell it or retire at some point in time (and hopefully take some capital value out in the process). Therefore, succession planning is something that should always be on the agenda.

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