01
Annual cost funding
A way to spread a material annual cost and leave more headroom for the running of the practice.
Specialist funding
Funding for Accountants
Practical finance for accountancy firms managing annual obligations, investing in systems or planning a partner transition.
The right conversation first
Built around the needs of your practice.
We understand that accountancy practices can be highly profitable yet still have timing pressures around annual costs, partner changes and investment in the business. Our job is to understand the purpose of the funding and help find a route that works commercially.
Where funding can help
- Professional indemnity and annual expenses
- Partner retirement, buy-ins and succession
- Technology, software and office investment
- Working capital for a growing practice
What we can do
Funding options with a practical purpose.
02
Partner and succession finance
Funding for a planned transition, a partner buy-in or a buy-out where continuity matters.
03
Business investment
Support for systems, office improvements and the investment needed to deliver a better client service.
How it works
Straightforward from the outset.
- 01
Tell us the objective
A confidential conversation about the practice, the requirement and the timing.
- 02
We consider the options
We use our experience and funder relationships to identify a suitable route.
- 03
Move forward with clarity
We keep the process focused and explain what is needed at each stage.
Typical conversations
- A firm smoothing a substantial PI premium
- A partner funding a buy-in to the practice
- An accountancy business investing in systems and a new office
Discuss your requirements
A focused conversation is the best place to start.
Let’s talk
If it matters to your practice, it is worth a conversation.
Speak directly with our directors about the funding you need and the right route forward.