Professional Services SME with T/O Circa £2.5M



Adding Value


The purpose of the project/service:

  1. Create detailed business plan, funding models and forecasts to support the growth stage of the business
  2. Develop internal finance management systems to closely monitor the performance of projects, departments and team members. This is also linked to maximising shareholder values.
  3. Support the owners throughout the growth of the business (and ultimately exit)

The approach and results:

We assisted the client in raising suitable growth funding, putting financial controls in place and were an integral part of the budgeting and management reporting process which helped to drive the information needed for the external investors and management team.

As a result of the advice the client has enjoyed the following benefits:

  • Obtained £50,000+ of grant funding and £275,000 of equity investment to support the growth in operations.
  • We identified suitable tax reliefs for the business and over the last 2 years we have generated over £50K of tax reclaims.
  • Development of clear financial management system. They now run monthly management packs to support the business growth and spot key strengths and weaknesses within the business. This information is critical to the directors and drives decision making and strategy focus.

In total over 5 years I have been directly responsible for increasing the profitability of the business by over £200K and adding over £500K to the value of the business. In addition I have provided board level support and advice which has enabled them to grow the business, and they view us as a valuable member of their team.

Client Feedback and Testimonial:

“Harlands have an excellent financial and business mentor to our business. Phil’s experience has helped us to assess and plan our business, financial systems and investment strategy in the most effective way. 

Without Harlands assistance in the development of our business plans, forecasting, management systems and investment documentation, we wouldn’t have gained the required funding and I doubt we would be in business today.”