Alpha Financials Ltd

Visit Alpha Financials Environmental here

  • UK +44 (0)118 934 9487

We know that spending money on consultants is often a difficult decision for SME owners to make and/or afford. Fortunately, we understand this situation and so provide our services with the flexibility needed to find the best fit with your unique circumstances.

The Alpha-Financials approach brings our expertise from the corporate financial world to the SME sector, but stripped of the bureaucracy and hefty price tag.

You need full support in the sale of your business. You do not have a buyer in mind and would like to find the highest bidder.

What you get:

Alpha Financials provides an independent business valuation, that you will need as your benchmark for comparing offers. We will:

  • prepare all required information (including the Information Memorandum) to finding buyers
  • conduct due diligence
  • negotiate a bid
  • draft legal forms

Alpha Financials is with you through the entire M&A process.

Remember – a TRUE valuation is much more than just a number. Make sure you arm yourself with the full picture – otherwise you will be likely to sell for the wrong price, and to the wrong person.

Recommended Fee Structure:

By agreeing to a discounted, fixed monthly payment fee, with an additional success fee – payable only upon successful completion of the transaction – you’re guaranteed the best value for money. This ensures your peace of mind knowing that your monthly cashflow won’t be strained, and you won’t be called on to pay the usual commission fee unless you sell the business.

You want to raise funds from your bank (or another financier).

What you get:

Alpha-Financials helps you prepare a thorough presentation of your financial information that clearly demonstrates your business’ credit worthiness. This service includes, but is not limited to:

  • a short-term cash flow forecast,
  • an aged analyses of debtors and creditors,
  • and a review of current management accounts.

In addition, Alpha-Financials can help you negotiate with financiers and with any analysis or reporting they may require.

Recommended Fee Structure:

We suggest our daily rate, with or without a success fee.

You are considering buying one of your partners out (or they want to buy you out) and you need to determine how much your business is worth.

What you get:

Following at least one face-to-face meeting, Alpha-Financials will:

  • review your business plan,
  • review historic accounts and
  • research & review relevant external market data
  • produce a detailed business valuation model that lays out all sensitivities.

In addition to explaining every detail, we also provide a comprehensive written report summarising the information.

Don’t have a professional business plan? We can also help you create one.

Recommended Fee Structure:

We will suggest a fixed fee for this service.

You need to know the value of a business for inheritance, divorce or management buy-in reasons.

What you get:

Following at least one face-to-face meeting, Alpha-Financials will:

  • review your business plan,
  • review historic accounts and
  • research & review relevant external market data
  • produce a detailed business valuation model that lays out all sensitivities.

In addition to explaining every detail, we also provide a comprehensive written report summarising the information.

Don’t have a professional business plan? We can also help you create one.

Recommended Fee Structure:

We will suggest the best option is our fixed fee structure for this service.

You have a project in mind, but aren’t sure if it is financially viable or how to price it.

What you get:

Following at least one face-to-face meeting, Alpha-Financials will:

  • review your business plan,
  • review historic accounts and
  • research & review relevant external market data
  • produce a detailed business valuation model that lays out all sensitivities.

In addition to explaining every detail, we also provide a comprehensive written report summarising the information.

Don’t have a professional business plan? We can also help you create one.

Recommended Fee Structure:

If you provide all the required information, we suggest a fixed fee for this service.

In a bidding situation, forecasts and structures frequently change, in which case a daily rate makes more sense.

If your cash flow is limited, let’s discuss the possibility of risk sharing – we will always consider a reduced payment combined with an acceptable success fee or equity stake.

You are an organisation with limited, often historical-only financial information. You are not getting the relevant financial analysis and projections needed to support your operations, drive business forward and increase profitability.

What you get:

We transform your financial performance by bringing in a team of financial specialists – all focused on implementing a forward-looking accounting system. Your team will include:

  • Bookkeeping, to ensure the accuracy of the data input
  • Management Accountant, to implement a relevant, regular reporting process
  • Interim Finance Director, to oversee the overall finance structure and provide links to your day-to-day operations.

The majority of the transformation process will fall into the management accounting area, with two to three days per month allocated to bookkeeping and an additional one or two days per month towards financial directorship.

With this service, there’s no need to change your current accountant, who is probably already well-established and knowledgeable about your payroll, annual accounts and tax returns.

Although Alpha-Financials does offer these outsourced accounting services, we prefer to remain focused on our area of expertise: optimising your cash and profit performance.

Recommended Fee Structure:

For our self-financing service, we would recommend a variable rate charge based on the exact amount and level of resources you receive.

You are interested in a full financial outsourcing service.

What you get:

Alpha Financials’ financial outsourcing service provides you with a hassle-free, cloud-based finance system available anywhere, anytime. We’ll bring in the right combination of financial specialists, guaranteeing you get a complete service tailored to your unique business needs. Your financial outsourcing team will include:

  • Bookkeeping, to set up your accounting system and ensure the accuracy of the data input
  • Management Accountant, to implement a relevant, regular reporting process
  • Interim Finance Director, to oversee the overall finance structure and provide links to your day-to-day operations

The majority of the transformation process will fall into the management accounting area, with two to three days per month allocated to bookkeeping and an additional one or two days per month towards financial directorship.

With our financial outsourcing service, there’s no need to change your current accountant, who is probably already well-established and knowledgeable about your payroll, annual accounts and tax returns. Although Alpha Financials does offer these outsourced accounting services, we prefer to remain focused on our area of expertise: optimising your cash and profit performance.

Recommended Fee Structure:

Alpha-Financials will develop a tailor-made financial outsourcing proposal with a choice of fee options:

Specified hourly rates for different services required (includes scalable rate based on seniority of staff required). All-inclusive fixed monthly fee.