Noel Winters
Partner, Corporate Finance Department
Stuart Fitzgerald
Chief Executive Officer
Brian Kelly
Partner, Taxation Department
Running and scaling a business isn’t just about reacting to what’s in front of you, it’s about planning for what’s ahead. Yet many SME owners find themselves so caught up in the day-to-day that strategic planning gets left behind.
That’s where we come in. Strategy 360 is our comprehensive advisory service designed for ambitious SME leaders who want to grow sustainably, boost profitability, and prepare for a future exit. With no nasty surprises.
From defining your long-term vision to setting KPIs, improving operations, planning for exit, and optimising tax, Strategy 360 gives you a structured plan to move forward with clarity and control.
We bring together financial modelling, strategic insight, operational structuring, corporate finance and taxation expertise, all under one roof. It’s not just a strategy service. It’s a platform for growth.
We help you define your purpose, map out your direction, and build a clear roadmap to get there, utilising proven frameworks such as SWOT analysis, the Strategic Flywheel, and the Three Horizons of growth.
Is your business buyer-ready? We assess EBITDA trends, risk exposure, dependency issues, and valuation levers to give you a clear picture of what drives, or diminishes, enterprise value.
Turn numbers into action. We design forward-looking MI systems and KPI dashboards that help you make smarter, faster, data-led decisions.
From roles and workflows to accountability and cadence, we help build scalable operating systems so your business runs smoothly, even without you in the room.
Whether you’re planning a sale, MBO or succession, we work with you to design a structured exit strategy that protects and maximises shareholder value.
We advise on holding company structures, CGT reliefs, and tax-efficient exits, so that when the time comes, you get to keep more of what you’ve built.
Scripted and directed in-house, produced entirely using AI, and set to a unique recording of Live Forever by talented Waterford artist Becky Cody, the film reflects the ambition, creativity, and problem-solving we see in our clients and our own team.
Much like our Strategy 360 service, it’s about seeing possibilities in unexpected places, thinking differently, and finding the path forward.
Watch the film below and see the entrepreneurial journey through our lens.
Noel Winters
Partner, Corporate Finance Department
Stuart Fitzgerald
Chief Executive Officer
Brian Kelly
Partner, Taxation Department
Bespoke advice to give your finances a new lease of life.
From funding to growth, expert advice at every stage.
Expert support to buy, sell, or scale your business confidently.
By opting for our outsourced CFO service, led by seasoned finance leaders, you can unlock financial success without the costs associated with an in-house or fractional CFO.
Scale with our advice, grow with our support.
Audit services offering clarity, confidence, and future-focused financial insight.
Personalised tax support that focuses on your needs, goals, and growth.