The Expert Eye

Partner

Chelsea Corporate Limited

Head Of Accounting

Internal Audit Specialist

Senior Associate within Risk Assurance team at PriceWaterhouseCoopers

- Working with clients of various sizes and industries including JP Morgan, Tesco, EasyJet, TUI, Xerox and Royal Berkshire Hospital

- Leading and managing teams to tight deadlines in external audits, internal audits, SoX controls testing, risk, and business resilience assessments, KPI assessments and controls implementation projects

- Coaching juniors while managing the workload of the team

- Project management across global teams and relationship building, ensuring client satisfaction, presenting results to senior stakeholders 

- Taking control of several client accounts simultaneously, including client management and coordination, planning, resourcing, updates to seniors, budgeting, implementation, review and report writing

- Performing various testing procedures including substantive work, analytical approaches, trend analysis and comparison to industry data

- Working closely with clients to identify risks in their businesses and implementing controls to mitigate these

- Obtaining positive client feedback directly leading to additional business

Senior Associate

Stutors4u

Founding a tutoring company while at university, aiming to provide tuition at a more affordable price. 

- Won a place on the "B-Seen" entrepreneurial incubation scheme

- Exceeded target to fund university costs, growing the company to around 25 tutors

- Won a contract to provide tutoring to children in foster care for Barnet Council

- Creating & presenting business plans as well as slide decks for eventual sale

- Day to day accounting for the company, including performance assessments, budgeting and forecasting

Director and co founder

Building wealth through Acquisitions & Insightful financial reporting

I believe in the power of entrepreneurship - Successful entrepreneurs don't just fuel economies, they provide opportunities and development to their communities.

After a rewarding stint as an accountant in a top-tier firm, my true passion emerged in the form of assisting small businesses and startups. The journey isn't always smooth, but the rewards - personal and communal - are immeasurable when we find success.

I'm here to navigate the exciting path of entrepreneurship alongside you. Because when one entrepreneur wins, we all do!

Saul Cohen

The Business Buyers Club

Founder

The Business Buyers Club is made up of serious entrepreneurs who are looking to buy their next company.  

The Elite programme is currently full, however, you can still learn my acquisition process via The Business Buying Blueprint. Blueprint is an online course which will give you all of the knowledge, tools and contacts to buy a business. 

You can find out more about Blueprint here:

http://bbc.thebusinessbuyersclub.co.uk/blueprint-2021

Founder | CEO

Fidelis Advisory, M&A Consultants

I created the Fidelis Group purely through the strategy of acquisitions.  From £zero to circa £16m in revenue over 5 years, including navigating the Covid period.  The group spans construction services, utilities and manufacturing.

Fidelis Capital Management trading as Fidelis Advisory supports both buyers and sellers looking to acquire or exit.  Our unique skill and experience is drawn from our own acquisitions plus advising on over 150 more, all in the SME owner managed sector.  

We know exactly how the best possible deals are pulled together, how to hekp both sides achieve a great outcome in the shortest possible time.  Many happy clients!

Managing Director

Whitegate Consulting Ltd

Whitegate Consulting is a bespoke business consultancy that prepares Owner Managed businesses to exit their company effectively. 

We’ll show you how to position your business so you save time and money creating a realistic valuation that won’t leave your company on the shelf unsold for months. We work with you to simplify processes and then groom the business for an effective exit. 

Our fee scales are fixed and considerably less than a traditional corporate finance team or business broker.

Director

British Army

This is my 40th year of continuous service in the Regular Army and the Army Reserve.  I joined as a private soldier and commissioned in 1986 as an Officer in the Corps of Royal Engineers and trained at The Royal School of Military Engineering.  After transitioning to the Infantry I served with the King's Regiment (which became The Dule of Lancaster's Regiment) and trained at the School of Infantry amongst many other courses.

I've served in a wide variety of Command roles and then progressed to Staff roles after attending Staff College.  I spent almost a decade working in UK Ops and Resilience as part of the North West team working to the Standing Joint Commander, gaining experience as a Military Liaison Officer with Police and Civilian Authorities across the region.

I am now posted as an SO2 in the Army Personnel Centre supporting Combat roled officer career management. 

I'm also a highly experienced Mountain Leader and Adventurous Training planner and leader, having developed and led many expeds and exercises in the UK and overseas.

Major | SO2 | Army Personnel Centre

Trust Group

The Trust Group was originally established as a private family vehicle for acquisitions in the building and business services sectors.  Having completed 7 acquisitions of Owner Managed Businesses, the Group largely operated in the facilities management, building and business services sectors. Our core business serviced clients such as Carillion plc, Novus Solutions, Cheshire County Council (East & West) and Mercure Hotels.

We have extensive operational experience of operating businesses working for large market players including The National Trust and Sodexo, as well as private property groups.  

The senior management team joined the Fidelis Group team in 2017.

The Charles Parry Group Ltd

The Charles Parry Group was a Direct Marketing Agency, Data Services and holding company for asset management. I was headhunted to build the company from a standing start with a view to ownership. Within six years we were turning over £6 million with a strong client list including Sainsbury’s, JD Sports and EIDOS Interactive.  

In 2000 we restructured the company and I became a 50/50 partner. We expanded the company with successful campaigns and traditional organic growth. It was around 2000 that I became interested in expanding by buying companies, especially our suppliers.

On a day-to-day basis, I was responsible for overseeing business restructuring and financing, setting up functional teams and overseeing the growth of all client programmes. 

The group focused on strategic direct marketing programmes including full creative services, brand development and market research. In addition, we also ran outsourcing services for hosted customer databases, designed, built and managed complex CRM websites and related data services, including data analysis and reporting.

Group Managing Director

A renowned expert in Mergers & Acquisitions specialising in small and medium sized enterprises (SMEs), I've spoken and coached many business groups, I'm the author of THE original SME acquistions book and the founder of Plutus Capital Partners.
Here are just a few highlights of what I've worked on for the past two decades:
+ Built a top 10 marketing services agency from scratch
+ Created three 7 figure revenue businesses from scratch
+ Founded The Business Buyers Club and created £146m of deals for members
+ Advised on over 150 deals
+ Created the Fidelis Group portfolio (4 companies and £16m revenue)
+ Co-owns a growing portfolio of companies

Learnt some great lessons along the way - always willing to share my mistakes to help others avoid them!

taplio

The Battle

Saul Cohen

Guy Bartlett

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