Service
Professional Insolvency and Legal Referrals
Introductions to appropriately qualified insolvency, legal, tax and financial professionals.
The business problem
Some situations need formal, regulated advice that a consultancy cannot provide.
Who it's for
- Directors and owners of SMEs and family-owned businesses.
- Businesses experiencing financial or operational pressure.
- Boards seeking an independent view before making major decisions.
Typical activities
- Assessment of whether specialist advice is needed
- Introductions to qualified professionals
- Preparation of information to brief advisers
The process
- 1.Confidential introductory call to understand the situation.
- 2.Information request and review of key financial and operational data.
- 3.Analysis, discussion of findings and agreement of priorities.
- 4.Delivery of recommendations and, where agreed, implementation support.
Expected deliverables
- Referral summary
- Briefing pack for advisers
Professional boundaries
Outcomes depend on the facts of each business, the cooperation of stakeholders and wider market conditions. We cannot guarantee that a business will survive or that liabilities will be reduced. This service is consultancy support, not formal insolvency, legal or regulated financial advice.
Fees for United Kingdom clients are quoted in GBP and confirmed in writing before work starts.