Case Studies

JERROMS ACCOUNTANTS & BUSINESS ADVISORS

Jerroms Case Studies

Business Exit Strategy

Business Exit Strategy

Our client ran a small family company which consisted of a husband and wife, with two employees.

The business was profitable, but completely reliant on the husband who was working incredibly long hours. Over time he wanted to do less and work towards exiting the business but felt trapped - if he reduced his hours the profitability would suffer, and he needed to secure his family’s financial future.

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Business Transformation

Business Transformation

As we work with most of our clients on a long-term basis over many years, we’re by their side every step of the way.

We’re there for independent and sound advice when they’re facing major changes as we’ve seen and done it all before.

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Meeting Business and Personal Financial Objectives

Meeting Business and Personal Financial Objectives

Our client had received a purchase offer for part of the business they wanted to sell, however the sale was about to fall through as their previous accountant advised it wasn’t possible without incurring a large tax bill.

Once appointed, we liaised with the purchaser to carefully plan the sale so that it met all the objectives. We gained prior HMRC approval, allowing the trade to be sold at 10%, rather than the previous 46%.

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Mitigation of Corporation Tax

Mitigation of Corporation Tax

One of our clients is a very profitable trading company that holds substantial property assets.

They came to us because they wanted to mitigate their corporation tax liability and fund a pension scheme.

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Corporate Finance for Growing Dentistry Practice

Corporate Finance for Growing Dentistry Practice

Our client, a dentist, was originally employed by a dental surgery as an associate, but really wanted to have his own practice.

We have worked closely with him over the last seven years to make this a reality. He has now purchased his own dental practice, as well as the associated property, and is currently in the process of buying a second practice. 

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Get In Touch

Please get in touch if you want to talk more about how we can help you.
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Accountants in Solihull

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 5000

Accountants in Bromsgrove

Five Mile House, 128 Hanbury Road, Stoke Prior, Bromsgrove, B60 4JZ

01527 833124

Jerroms is a trading style of both Jerroms Business Solutions Limited 08923059 and Jerroms (Bromsgrove) Limited 08433008.
Registered office for each of these companies is: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH