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About Thinkerz

An SME-focused advisory firm

Advisor Toolkit is a specialist service provided by Thinkerz Consulting. It exists because accountants and advisers regularly meet transaction questions that fall outside normal practice work.

Thinkerz works with owner-managed businesses and the advisers around them. Much of that work involves the point at which a business changes hands: preparing for it, valuing it, presenting it, and getting it to completion without losing value in the mechanics.

The experience behind the service is commercial rather than theoretical. We have owned and run businesses, bought businesses, and sat through the questions that buyers and their advisers ask. That shapes how the analysis is framed, and which issues are treated as material.

Advisor Toolkit applies that experience in a deliberately narrow way. We are not a full-service corporate-finance house and we are not trying to become the client’s adviser. We provide the specialist analysis an accountant or adviser can bring in when a matter needs it.

A fountain pen resting on printed financial schedules on a desk in natural morning light
Experience
30+ years of business ownership and commercial experience across a range of SME sectors.
Transactions
Direct acquisition and transaction experience, with current hands-on involvement in UK SME acquisitions.
Technical
Business valuation and financial modelling, including FMVA® and CBCA® credentials.
Background
Engineering and legal education, alongside commercial and financial practice.

Practical, not theoretical

Analysis is prepared in the form a buyer or adviser will actually use, with the workings visible and the assumptions stated.

Subordinate by design

Advisor Toolkit is a service of Thinkerz Consulting. It is not a separate consultancy, and it is not positioned as one.

Clear about limits

We do not provide legal, tax, audit or regulated investment advice, and we will say so when a question sits with another professional.

Next step

Discuss a client matter

If you would like to understand how Advisor Toolkit could work alongside your practice, start with a brief outline of a client matter.