A company structure is only useful when directors can understand the financial position of each business and the group as a whole. We assess: Management accounts, reporting systems, cost centres, intercompany reconciliations and cash-flow visibility. We consider: The reporting information needed for funding, investment, board decisions and ongoing financial management. You receive: Recommendations for reporting responsibilities, management information and relevant accounting-system changes. Commercial outcome: More useful financial information and a clearer view of performance, funding and obligations.
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Client Experiences A Clearer View of Group Finances “ Before the review, our group accounts did not give us a reliable view of how cash was moving between the companies. The team mapped the structure, reviewed the intercompany balances and explained which figures we needed to monitor. We now have clearer management information and a much better basis for making decisions about the group. Nadia Mercer Finance Director, Northbridge Components Ltd Manchester, UK Better Preparation for a Funding Decision “ We were considering new borrowing but had not compared the effect on repayments, cash flow and shareholder control properly. The review gave us a practical comparison of the available funding routes and showed us which forecasts needed strengthening. We proceeded with a better-informed decision and entered discussions with our lender with greater confidence. Jonah Ellison Managing Director, Calder & Finch Engineering Ltd Leeds, UK Local-Language Testimonial “ Abans de prendre una decisió sobre el finançament, necessitàvem posar ordre als comptes i entendre millor l'estructura de l'empresa. L'equip va revisar les xifres, va explicar les opcions amb claredat i ens va ajudar a identificar els punts que calia resoldre. Ara tenim una visió financera més clara i podem planificar el creixement amb més seguretat. Laia Ferrer Directora Financera, Tramuntana Digital Solutions Ltd Bristol, UK
Company Structure Support Across the UK We support UK businesses with financial-structure reviews that reflect their commercial plans and relevant accounting and tax requirements. L London Support for businesses reviewing group ownership, investment readiness and financial reporting in the capital. M Manchester Financial-structure assessments for growing companies managing new entities, funding requirements and group reporting. B Birmingham Practical support for owner-managed businesses considering reorganisation, succession or changes to their funding arrangements. L Leeds Structure reviews for companies seeking clearer ownership records, cash-flow visibility and financial responsibilities. B Bristol Support for businesses preparing for investment, expansion or a more complex company-group arrangement. G Glasgow Financial-structure reviews that consider the relevant UK tax framework and any Scottish legal requirements requiring specialist input.
Structure Decisions With Measurable Consequences Case 1: Three Group Companies, One Clearer Reporting Structure A group review focused on financial visibility and intercompany control. Client Profile UK-based manufacturing business with three group companies and approximately 45 employees. Starting Position Three entities with inconsistent management-accounting formats, unreconciled intercompany balances and limited visibility over group cash flow. Review Scope Entity map, intercompany balances, reporting arrangements, management accounts and relevant accounting records. Decision Required Whether to retain the existing group structure and improve reporting or reorganise the entities before planned expansion. Work Completed We reviewed the group structure, standardised the management-reporting requirements, identified intercompany reconciliation issues and prepared recommendations for clearer monthly reporting. Measured Result The monthly reporting process was reduced from 15 working days to 8 working days, and 27 previously unreconciled intercompany items were resolved. Client Outcome The directors retained the existing structure with a clearer reporting process, defined reconciliation responsibilities and improved visibility over group performance. Case 2: £250,000 Funding Decision With Clearer Financial Options A funding assessment comparing cost, control and cash-flow implications. Client Profile London-based technology services company with 18 employees and annual turnover of approximately £2.4 million. Funding Requirement £250,000 for recruitment, product development and working capital during expansion. Options Assessed A commercial loan, shareholder funding, retained profits and a minority equity investment. Decision Required Whether to fund the expansion through additional borrowing, shareholder funding or external equity. Work Completed We prepared a 24-month cash-flow forecast, compared the repayment and interest implications of debt funding, assessed the effect of shareholder funding on liquidity and modelled the ownership impact of a minority equity investment. Measured Result The company selected a £150,000 term loan combined with £100,000 of shareholder funding, avoiding the proposed equity dilution and maintaining a minimum forecast cash balance of £180,000 throughout the planning period. Client Outcome The directors proceeded with a funding mix that supported the expansion plan while preserving ownership control and maintaining a documented cash-flow buffer. Case 3: Four-Stage Reorganisation With Defined Responsibilities A restructuring project organised around financial checks and implementation dependencies. Client Profile Birmingham-based professional-services group with four trading entities, 32 employees and shared administrative functions. Starting Position Ownership and reporting responsibilities had not been updated after two acquisitions, and intercompany charges and shared costs were being recorded inconsistently. Project Scope Four trading entities, shareholder records, intercompany balances, shared-service costs, fixed assets, liabilities and monthly management accounts. Decision Required Whether to consolidate selected administrative functions and revise the group’s ownership and reporting arrangements before the next financial year. Work Completed We completed a four-stage review covering the current structure, financial records, proposed reorganisation and implementation plan. We documented the accounting treatment, assigned responsibilities for intercompany charges, prepared a revised reporting timetable and coordinated the required tax and legal specialist input. Measured Result The reorganisation was completed over 12 weeks, with 41 intercompany balances reviewed and 18 unresolved balances cleared before the new reporting period began. Client Outcome The group implemented the revised reporting and administrative arrangements with defined responsibilities, a documented implementation sequence and clearer monthly financial information.
Our Process A structured review gives you clarity over the current arrangements, the available options and the work required to make changes. 1 Discovery We establish your commercial objectives, current concerns and the decisions the review needs to support. 2 Assessment We examine the relevant company records, financial information, funding arrangements and reporting responsibilities. 3 Options We compare practical alternatives and explain their financial, administrative and relevant tax implications. 4 Implementation We agree the sequence of work and coordinate the required accounting, tax or legal input. 5 Reporting We identify the financial information and ongoing checks needed to support the chosen arrangement.
Financial Structure Expertise That Supports Better Decisions Our approach connects company structure with the financial information directors need to assess cost, control and future plans. Accounting and Tax Considerations We assess the relevant accounting treatment and tax implications, with specialist input where the circumstances require it. Funding and Cash-Flow Analysis We examine borrowing, equity and internal funding alongside repayment commitments and forecast cash requirements. Ownership and Group Visibility We review entity relationships, shareholding information and intercompany arrangements to identify areas requiring attention. Documented Recommendations We provide a clear record of the issues assessed, options considered and proposed next steps. Implementation Responsibilities We identify the accounting work, filings and specialist involvement required before changes are put into effect.
UK Business Figures That Matter Metric UK Reference Point Relevance to Company Structure Corporation tax 25% main rate Tax modelling should consider the applicable rate, reliefs and company circumstances. Small profits rate 19% Relevant qualifying companies may be subject to the small profits rate, with marginal relief applying in the relevant range. Financial year 12 months Annual accounts and reporting obligations should be considered when planning structural changes. Corporation Tax payment 9 months and 1 day The usual payment deadline for many companies affects cash-flow planning, subject to applicable rules. Confirmation statement At least every 12 months Company records and ownership information require ongoing attention. Source note: Verify the current rules and eligibility using HMRC and Companies House guidance before publishing. These figures are general UK reference points and do not establish the tax treatment of a particular restructuring.
