• Assisted an International Learned Society by facilitating a two day meeting of their trustees and executive team to re-examine their present strategy and constitution and start to formulate a new way forward.
  • Assisted a textile company to put together an invitation to tender for new auditors and to establish some guidelines to assist in the final selection.
  • Advised a property investment company on things to consider when deciding on a diversification plan.
  • Advised a small charity on the process of incorporation.
  • Facilitated a meeting of the senior leadership team of a small professional services team to consider efficiencies.
  • Advised on a share restructuring of a family company.
  • Advised on an internal sale of a family manufacturing company including providing an independent valuation of the vendors shares.
  • Reviewed a business plan of a small health related national charity and advised on some additional areas for consideration.
  • Valued a small pub company for tax purposes.
  • Trustee training for several charities both local and national on a variety of subjects including Trustee Roles and Responsibilities, Risk Management, Governance Procedures, Strategic Planning etc.
  • Advised a prospective chief executive on some questions to ask at interview arising from the annual accounts of a charity.
  • Reviewed 5 years of accounts on behalf of a minority shareholder for signs abnormal spending by the directors.
  • Advising on the winding up of a small charity and preserving it's ethos within another charity.
  • Carried out a Governance review for a national charity leading to both organisational efficiencies and full scale risk review.
  • Speaker on Corporate Social Responsibility.
  • Assisted with a holistic review on two Midlands based charities concentrating on finance and governance.
  • Speaker on Adding Value to your Business.
  • Advising a new charity on the registration process.
  • Working with a new company to create the correct structures to make it investable going forward.
  • Presented a half day seminar to senior trustees and senior members of the executive team of a large charity on the impact of Risk on their organisation.