How we work
Section overview
A clear process, from first conversation to completion.
Four stages, one team, and complete transparency on fees.
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How we work
Understand. Structure. Secure. Complete.
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Understand
We learn about the business, its owners, its performance and what it needs to achieve. We review the accounts and identify any issues early.
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Structure
We design the right solution, whether that is a transaction structure, a funding package or both, and explain the options, costs and risks clearly.
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Secure
We prepare a compelling proposal and approach the lenders or counterparties best placed to support it, negotiating terms on the client's behalf.
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Complete
We manage the process through credit approval, due diligence, legal documentation and drawdown, working closely with the client's solicitors and accountants.
How we are paid
Fees and transparency.
We explain how we are paid before any work begins. Advisory work is charged separately from any lender commission, so clients always know what they are paying for and why.
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Retainer
Where ongoing advisory support is required, a retainer may be agreed and set out in an engagement letter before work starts.
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Success fee
Transactional advisory work may include a success fee linked to completion, agreed in writing in advance.
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Lender commission
For finance, we may receive a commission from the lender. The nature and amount are disclosed before you proceed.
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Client fees on finance
We may also charge a fee for arranging finance. Any such fee is agreed and disclosed before we approach lenders.
