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Entrepreneurs Services

Entrepreneurs Services

Ward Goodman offers a range of business services, specifically designed for Entrepreneurs.

We understand the potential challenges and can help you with developing your business ideas and support you and your business through the inevitable changes that happen when you are exploring and creating new services. 

Services we offer

Strategic Goals and Mentoring

Successful entrepreneurs believe in personal development. If you want to take your business forward you need to be at least one step ahead, because that is the only way you can lead. You know this means that you have to learn new personal skills, and that is often an important part of your motivation. We help you to identify your goals, how to make things change, and work out time lines for these goals. What is important now may not be the key driver in a few years’ time. It is easier to think clearly about your long term plans away from your office.

Shares and Options for Employees

How can you attract and keep your best employees? We have set up a range of Employee Share Schemes: including Approved Share Options, or Enterprise Management Incentives. We start by helping you decide what you want to achieve. Working closely with your lawyers, we consider the numerous qualifying conditions and reporting requirements. This will include agreeing the value of your company shares, explained further in a separate page. In simpler situations, maybe all you need is help to design bonus systems based on the right KPI’s to make a meaningful motivation target.

Funding and Growth : Loans, Grants and Risk Capital

Do you need to raise funds to get your plans moving? We can signpost potential lenders, either on the high street, or introduce you to newer peer-to-peer financing models. We will be there to assist you with cash flow forecasts, and other reporting requirements to meet lending mandates. If you are hoping to raise significant funding from external equity investors, we regularly help clients to implement share issues using both the Enterprise Investment Scheme, and the Seed Enterprise Investment Scheme (EIS and SEIS). These shares are attractive to investors because of the significant personal tax reliefs available, which offset the investment risk from investing capital into unquoted companies. We can take you through the whole process. This can include using HMRC’s assurance facility to make sure that your activities, your plans and the terms of the share issues will meet the qualifying conditions. This is helpful for your potential investors as this means that HMRC agrees that EIS relief will be given, so long as the transactions are carried out exactly as disclosed in the assurance application. The next stages involve dealing with the share issues, preparing the compliance application EIS1 for submission to HMRC and completing the EIS3 certificates for the investors once clearance is given. EIS and SEIS schemes are similar but there are important distinctions. And of course we deal with the complex tax affairs of EIS investors, to help them make best use of the associated personal income tax and capital gains tax reliefs.

Remuneration planning

As a business owner, you will want to maximise your income whilst using tax efficient methods withdrawing money from your business. We offer remuneration planning services that will ensure you gain the most benefits from your hard work that you put into growing your business.

Retaining family wealth

Many entrepreneurs are involved in family businesses and we help to pass on the benefits created by previous generations that may be retaining property and asset values and dealing with potential inheritance issues.

Tax efficient financial planning

There are financial planning tools which can be used at various stages of business development and we ensure that you have access to financial plans that create tax efficiency and maximise your benefits as an entrepreneur.

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Employee share schemes

How can you attract and keep the best and most committed employees? For some clients the solution is an employee share scheme. We have set up a range of schemes: most often structured as Approved Share Options, or Enterprise Management Incentives, which are another version of share options. The process starts by helping you decide what you want to achieve, and whom you want to involve. Working as a team with your lawyers, we follow through the detail making sure the numerous qualifying conditions and reporting requirements are met. This will include agreeing the value of your company shares, explained further in a separate page. In simpler situations, maybe all you need is help to design bonus systems based on the right KPI’s to make a meaningful motivation target.

Funding and EIS

Do you need to raise funds to get your plans moving? We can signpost potential lenders, either on the high street, or peer-to- peer financing models. We assist you with cash flow forecasts, and other reporting requirements to meet lending mandates. If you are hoping to raise significant funding from external equity investors, we regularly help clients to implement share issues using both the Enterprise Investment Scheme, and the Seed Enterprise Investment Scheme (EIS and SEIS). These shares are attractive to investors because of the significant personal tax reliefs available, which offset the investment risk from investing capital into unquoted companies. We can take you through the whole process and all of the paperwork. And of course we deal with the complex tax affairs of EIS investors, helping them make best use of the associated personal tax reliefs.

Valuations services

We provide valuations for businesses, and for unquoted company shares.

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Strategic mentoring

Entrepreneurs can find themselves on their own quite a lot of the time and often seek a supportive and constructive voice to help them decipher their ideas and put them into practice. We have several business mentors that we can introduce to you and they can help you as much as you require.

Strategic direction and goal planning

Ward Goodman Goals Planning and Coaching Service provide entrepreneurs an experienced and objective sounding board to help them explore their vision, ambition and strategy.

ward goodman onboarding process.

Ward Goodman has a simple but effective onboarding process making this hassle free for you.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Need a Financial Advice? We Offer Professional Assistance Only!

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