How we can support your business

0117 203 4010

OMB & SME's Specialists

Working with Owner Managed Businesses and SME's for 20+ years we understand the unique challenges you face.

Trusted Advisor

It's more than just about compliance, we become a trusted advisor, adding value to every business decision.

Flexible Offering

Every business has different needs and so we structure our services to ensure they help you meet your goals.

Who we Support

Working exclusively with Owner Managed Businesses and SME’s we understand the unique challenges you face at different stages of your business lifecycle.   As a full service accountancy practice we don’t look to work with businesses operating within specific sectors or industries, but look instead, to work with like minded, ambitious business owners that share our values. 

We want to build a long-term, proactive and two way relationships with you so that you regard us as a trusted advisor and actively seek our support with your decision making.

Below are just a few of the ways that we can support your business at different stages of its lifecycle, either directly, or through our carefully selected group of partners.

Woman explaining plans to scale up a business

Scale Up

If you are looking to grow and scale your business, having a trusted advisor such as Equifino by your side to ensure you make informed financial decisions can be invaluable. 

Whether you need advice on the funding options available to you, or help to ensure you keep clear oversight of your numbers,  we are here with years’ of experience of supporting owner-managed businesses and SME’s like yours plan and take the next step in their growth.

Grow by Acquisition

If you are considering expansion via acquisition, whether to increase your customer base, widen your service offering or enter new markets, we can support your financial decision making at every stage of the process.

Working directly, or in conjunction with our network of partners, we can support your acquisition strategy by locating suitable acquisition targets, undertaking financial valuations and due diligence and advising on the optimum business structure to make the purchase a success.

Paul, Director of Equinfo nurting the growth of a plant

Launch a new Venture

Many of the businesses we work with are owned and managed by serial entrepreneurs.  Acting as their trusted advisor, we provide a wide range of support and guidance around the launch of their new ventures. 

From advice on funding options and how to structure the new enterprise, the tax implications and ensuring regular oversight of the numbers, we can structure our support to meet your needs.

Plan your Exit

Owning a business can be tough.  When the time comes to exit, we firmly believe you should be able to do so in a way that sees you benefit fully form your years of hard work and commitment.

Whether passing the mantle to a family member, handing the reins to your employees through an Employee Ownership Trust or simply selling to a competitor, whatever your choice, we can support and advise you so that you successfully plan and implement your desired exit.

Paul Netto, Director of Equifino handing over keys

Our Happy Clients

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More Ways we Can Help You

Latest News & Tips

Our blog contains business articles covering the latest accountancy, business and tax news plus wider content focusing on a range of topics we feel our client base and other businesses will find helpful. We'll also keep you up to date with changes going on here at Equifino.

Our Knowledge Hub

A central hub for useful information, relevant links and standard forms that we believe will be useful for our clients and other businesses to use . We are regularly adding new content so keep and eye out for updates and alerts via our social media platforms.

Meet Our Partners

Our carefully selected and trusted Partners compliment the work we do to add value beyond the reach of a typical accountancy practice. Each experts in their field, and sharing similar values, we refer in the belief of the difference they can make, and not for any financial gain.
Want an exploratory conversation, call today on 0117 203 4010