Whether you are going through a sale, a re-financing or management buy-out, ensuring you have the correct information to hand while negotiating is essential to ensure the correct decisions are made.

We will work with you to produce an agreed upon report which will cover, where appropriate:

  • Financial Information - High level summaries of the management accounts to enable an opinion of the financial position of the company to be formed.

  • Company Information - Shareholder / Management details to show who is running the company and who is benefiting from the results.

  • Product Information - Details on the sector in which the company operates.

  • Customer Information - This will enable the risk of the revenue of the company to be assessed. This information can be broken down by value of the customer, lifetime of the customer, or size of the customer, as a few examples.

  • Employee Information - Detailed information on staff which reflects the company's stability.

  • Intellectual Property - Financial analysis of intangible assets to quantify what IPR there is within the company. 

  • Physical Asset - A fixed asset report detailing assets within the company and their respective age and value. 

All the reports we provide will be supplied with supporting documentation and substantive analysis to enable accurate decision making.


Surrey Hills Accountancy Limited

Company Registration Number: 12184742 |  VAT Registration Number: 345851679

Registered Office: 8 Mead Road, Cranleigh, Surrey GU6 7BG

T: 01483 271 929 | M: 07541 644 536 | E: info@surreyhillsaccountancy.co.uk
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