The business

 

The brief

We began working with this client in 2018, when the business profile was:

• Revenue: £5.5m
• Profit: 9.7% EBITDA
• Cash: £650k
• Business value: £3m

The owners wanted to improve profitability and drive long-term growth through better financial visibility and operational planning. They needed clarity on true gross profit, structured reporting, actionable sales and profit insights, proactive tax planning, and ongoing decision- making support. Success meant clearer financial performance, stronger profit and sales management, and measurable growth.

 

 

The proposal

We implemented a structured advisory and management framework combining financial analysis, operational insight, and proactive planning:

• Regular management and divisional reporting for clear profitability visibility
• Quarterly review meetings to assess trends, performance, and strategy
• Proactive tax planning ahead of key deadlines
• Sales strategy support, including KPIs and lead measures
• Gross profit improvement strategies, including customer and product-level analysis

This gave the owners timely information and strategic guidance to make confident decisions and drive sustainable growth.

 

 

The outcome

The business gained a clear, actionable view of profitability across divisions, products, and customers, enabling informed strategic planning.

• Revenue: £12m
• Profit: 20.8% EBITDA
• Cash: £3m
• Business value: £12.5m

This gave the owners timely information and strategic guidance to make confident decisions and drive sustainable growth.