
TAG guide to operating a holding company for professional services businesses
The creation of a holding company offers many benefits, facilitating growth, tax efficiencies and protecting assets such as cash, intellectual property and property.
We haven’t built The Advisory Group to be like every other Accounting practice; instead, we offer business owners something better. We don’t just help with your Accounting and Tax needs; we use our skills to understand where you want to go and help you get there.
We love to solve problems and help shape ideas. We work closely with you and your business to give you a great mix of business and Accountancy/Tax advice to help your business move in right direction.
Our accounting and tax services are designed to offer you the clarity and support you need to manage your financial affairs confidently. We handle everything from routine accounting tasks to complex tax planning, ensuring compliance and precision at every step.
Whether you’re an individual or a business, our tailored approach helps you navigate financial challenges while making the most of available opportunities. With our expertise, you can focus on what matters most, knowing your finances are in safe hands.
Our advisory services offer strategic guidance to help your business navigate challenges and seize opportunities. We work closely with you to understand your goals and provide tailored advice on areas like mergers, risk management, and business restructuring.
With a deep understanding of various sectors, we aim to deliver practical solutions that support your growth and success. Our approach is straightforward and grounded in real-world experience, ensuring you get the support you need to make informed decisions and move your business forward.
Our M&A services are designed to support SME businesses, owners and management teams through crucial opportunities. We typically work in the £300k to £3m tranaction value range, specialising in the following services:
Acquiring another business is a significant decision that requires careful planning and execution. Using our purpose built tech, we can pin point target lists of potential acquisition targets. we then use our experience and skills to help negotiate terms, secure finance and complete the acquisition.
Our outsourced Finance Director services give growing businesses access to senior-level financial support without the cost or commitment of employing a full-time FD.
Working alongside you and your management team, we help you understand business performance, cash flow and profitability, while looking ahead through forecasting, planning and meaningful financial insight. From investment and growth decisions to acquisitions and exit planning, we help turn your numbers into practical information you can use to make confident decisions.
We work closely with professional services businesses, providing accounting, tax and commercial advice that reflects the challenges of running and growing a people-led business.
Whether you’re looking to improve profitability, plan for growth, incentivise key members of your team, restructure the business or prepare for a future sale, we’ll help you understand the financial implications and make informed decisions.
Our approach combines strong financial advice with a practical understanding of what makes professional services businesses work, helping you build a stronger, more valuable business for the future.
Our accounting and tax services are designed to offer you the clarity and support you need to manage your financial affairs confidently. We handle everything from routine accounting tasks to complex tax planning, ensuring compliance and precision at every step.
Whether you’re an individual or a business, our tailored approach helps you navigate financial challenges while making the most of available opportunities. With our expertise, you can focus on what matters most, knowing your finances are in safe hands.
Our advisory services offer strategic guidance to help your business navigate challenges and seize opportunities. We work closely with you to understand your goals and provide tailored advice on areas like mergers, risk management, and business restructuring.
With a deep understanding of various sectors, we aim to deliver practical solutions that support your growth and success. Our approach is straightforward and grounded in real-world experience, ensuring you get the support you need to make informed decisions and move your business forward.
Our M&A services are designed to support SME businesses, owners and management teams through crucial opportunities. We typically work in the £300k to £3m tranaction value range, specialising in the following services:
Acquiring another business is a significant decision that requires careful planning and execution. Using our purpose built tech, we can pin point target lists of potential acquisition targets. we then use our experience and skills to help negotiate terms, secure finance and complete the acquisition.
Our outsourced Finance Director services give growing businesses access to senior-level financial support without the cost or commitment of employing a full-time FD.
Working alongside you and your management team, we help you understand business performance, cash flow and profitability, while looking ahead through forecasting, planning and meaningful financial insight. From investment and growth decisions to acquisitions and exit planning, we help turn your numbers into practical information you can use to make confident decisions.
We work closely with professional services businesses, providing accounting, tax and commercial advice that reflects the challenges of running and growing a people-led business.
Whether you’re looking to improve profitability, plan for growth, incentivise key members of your team, restructure the business or prepare for a future sale, we’ll help you understand the financial implications and make informed decisions.
Our approach combines strong financial advice with a practical understanding of what makes professional services businesses work, helping you build a stronger, more valuable business for the future.
Here’s what our clients have to say about working with TAG.
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