Sedulo | One of the fastest growing UK mid-tier business advisory firms, for good reason

Sedulous

Showing dedication and diligence. adjective

Who we are What we do why we do it

RESEARCH AND DEVELOPMENT SUPPORT

MERGERS AND ACQUISITIONS

DEAL ADVISORY TRANSACTION SERVICES

EXCELLENCE AS DEFAULT

ACCOUNTING AND MANAGEMENT INFORMATION

FORENSIC ACCOUNTING

TAX

BANKING AND FINANCE CONSULTANCY

HIGH PERFORMANCE FOLLOWS HAPPINESS

WEALTH MANAGEMENT INFORMATION, TECHNOLOGY AND PEOPLE CONSULTANCY

SEDULO FOUNDATION

YOUR PLACE OR OURS?

One of the UK’s fastest growing mid-tier business advisory firms

for good reason

We help individuals, entrepreneurs and businesses to fulfil their potential and grow.

With experts across a range of financial disciplines and departments, we support every stage of your journey, from growth to exit, protecting your wealth for future generations.

We help a wide range of businesses from large corporate entities to SMEs, working within multiple sectors and industries.

Audit · Accountancy · Tax · Mergers and Acquisitions

Financial Planning · Corporate Funding · Forensic Accounting

Attention to detail; it’s in our name.

Our name is taken from the adjective ‘sedulous’ to show our commitment to diligence, so you know you will get the attention to detail you need, when you need it.

An efficient approach.

Integrating the latest innovations in financial services and embracing stateof-the-art technology allows us to operate more accurately and efficiently. This means we can focus on delivering advice that adds real value to your business.

A high bar.

Our work is regulated by the two main accountancy professional bodies, the ACCA and the ICAEW, and it is recognised as exemplary by the leading software and technology providers in our fields.

Dedication, diligence and innovation as standard.

Manchester, Deansgate

Liverpool, Exchange Flags

Leeds, Park Square

London, Shoreditch

The Wilson Club

Nancy’s Lounge

The Regency Club

The Ambler Club

NATIONAL EXPERTISE RELATIONSHIPS

local

With four offices nationwide, we pride ourselves on bringing national expertise to local relationships.

We collaborate with you and provide a bespoke package of services across a holistic range of financial functions. This puts us in a unique position to offer joined-up advice that identifies risks and opportunities relevant to your business.

With offices in London, Manchester, Liverpool and Leeds, we can allocate you a dedicated specialist in your city, who is also able to draw on the knowledge from our network of in-house experts across the country.

We give you local access to national expertise.

LARGE ENOUGH

ENOUGH TO

deliver

Small enough to care

AUDITS THAT PROVIDE ASSURANCE AND

add value

Specialist audit knowledge, specific to you.

Conducting an audit allows us to comprehensively assess the financial health of your business and gain a clearer understanding of your position within your industry.

Today’s global marketplace is ever-changing and evolving, but with our guidance, you can adapt effectively and respond to any situation that arises.

We offer a straightforward process that won’t get in the way of your day-to-day. With clear communication and realistic timetables, we’ll ensure you get the right strategy in place for your business.

PINPOINT

COST-SAVING OPPORTUNITIES, IDENTIFY WEAKNESSES AND LEARN HOW TO MAKE VALUABLE IMPROVEMENTS TO BUSINESS. your

During our audits, we provide detailed feedback on your systems and accounts. Drawing on our experience and sector knowledge to identify any weaknesses within your business, we focus on offering you assurance, clarity and insight. We deliver lasting value to your organisation.

As well as external/statutory audit, our assurance services include:

Solicitor’s Accounts Rules

Due diligence assignments

Funder audits

Grant audits

Assurance and internal compliance

Client asset (CASS) audits for FCA-regulated firms

Audits marked by assurance, clarity and insight.

REWARDING YOUR INDUSTRY-LEADING R&D SUPPORT

innovation

Unlock your full Research and Development Tax Relief benefit, without the workload and risk.

Our team’s knowledge and expertise, gained from supporting thousands of claims over the past ten years, is at your fingertips.

The R&D tax scheme plays a vital part in rewarding innovative businesses. Our dedicated team of professionals consists of technical specialists and tax experts who are frequently in touch with HMRC.

We stay on top of the ever-changing, complex criteria to ensure that all claims made are fully compliant and all projects are considered for qualification to maximise results.

WHAT CAN ONE OF THE LARGEST DEDICATED R&D TEAMS OUTSIDE OF THE BIG FOUR DO FOR YOUR BUSINESS?

Support that works with your accounting and tax strategy.

Innovation is at the heart of everything we do. It takes a forward-thinking business to recognise a forward-thinking business, so we thrive when we’re working alongside others who hold shared values and ideals.

We understand that your time is valuable, so we want you to feel assured that our processes are designed to allow your team to focus on what matters for your business. We believe in the value of in-person or virtual meetings, where we can capture the ins and outs of your claim, personably.

HANDLE THE WORK, SO YOU CAN GET ON WITH YOURS.

Our R&D team is made up of experts who have previously held notable positions at Grant Thornton, EY, and Deloitte, leading claims for major household names, from manufacturers and tech companies to pharmaceutical labs and construction businesses.

If your company has championed innovation, advanced a sector or invested in science or technology, you could qualify for R&D tax relief, and we can help you obtain it.

HERE TO HELP YOU BUY, SELL OR GROW BUSINESS

your

Providing expert advice and guidance across three key areas: Deal Advisory, Transaction Services and High Growth.

With an extensive network of professional and investor contacts throughout the UK, Europe and North America, our Corporate Finance consultants work with our in-house Accounting, Tax and Wealth Management teams to ensure that our clients receive fully rounded advice from specialists in all relevant disciplines of the practice.

DEAL ADVISORY EXPERTISE AND EXPERIENCE FOR OF YOUR TRANSACTION

every step

We offer a host of services to business owners at all stages of their professional journey.

We are a holistic, cross-functional team, which allows us to offer our clients a suite of accountancy services tailored to their specific needs.

By identifying and implementing industry-specific value drivers that will ensure your company is well-positioned to attract the highest valuation, our focus is on preparing your business for sale or investment.

Our corporate finance team is experienced in guiding our clients through the full lifecycle of a transaction process. From an initial meeting, we endeavour to fully understand your requirements and expectations to ensure we can provide world-class service throughout the transaction.

Debt and/or equity investments

Disposals

Mergers & acquisitions

Management buyouts

Share transaction guidance

STEP 1: PREPARATION

We compile everything you need to accurately tell the story of your business, including an Information Memorandum (IM) describing the operation and future growth strategy. You also receive a sophisticated set of historic accounts with future projections based on qualified assumptions, so you can share your plans with confidence.

STEP 2: MARKETING

From finalising an approach list to creating and distributing a teaser document detailing the pertinent aspects of the opportunity, we provide you with the tools you need to succeed in the market.

STEP 3: ESTABLISH INTEREST

We liaise with interested parties on confidentiality agreements and the full IM, as well as manage the communication process with investors. This ensures a smooth transaction and a better arrangement for all parties.

High-growth planning to prime a business for a transaction

STEP 4: ARRANGE MANAGEMENT MEETINGS

We cover arranging the initial management meetings, providing additional information where necessary and receiving indicative offers from interested parties. This saves you time and makes the process easier.

STEP 5: CONSIDER OFFERS

In preparation for due diligence, we establish the preferred offers, agree the Heads of Terms and instruct solicitors on the legal documents. Our focus is on attention to detail. This ensures easier and faster completion later.

STEP 6: DUE DILIGENCE AND COMPLETION

The final step sees us prepare, circulate and review the legal and financial due diligence before overseeing the signing of legal documents and completion.

peace of mind

COMPLETE AT EVERY STAGE OF YOUR TRANSACTION

WE OFFER A HOST OF TRANSACTION SERVICES TO BUSINESS OWNERS AS WELL AS PRIVATE EQUITY FUNDS, DEBT INVESTORS, LEGAL TEAMS, FAMILY OFFICES AND MORE.

We offer buy-side assistance in the form of target approach and appraisal, financial due diligence and deal management services.

Working with banks, private equity, acquisitive clients and other providers of finance, we provide concise commentary and observations of potential transaction targets alongside potential recommendations, highlighting the risks and rewards as we see them.

EXCELLENCE

as default

Every month, we welcome into our workplace high-profile names from the worlds of business and sport to talk with our team and share their personal experiences in these areas and show how to harness them for growth and success.

To date, we have welcomed Gary Neville, Eddie Hearn, Steven Gerrard, Sugar Ray Leonard, Alistair Campbell, Karren Brady, Levi Roots and Green & Black’s co-founder, Jo Fairley, amongst others.

Our internal leadership programmes are designed to equip future leaders of Sedulo with the skills, knowledge and experience to grow businesses and their careers. As well as internal training, we give our team the opportunities to learn directly from some of the world’s highest achievers from all walks of life in areas such as mindset, self-awareness, physical health, mental health, nutrition and reflection.

We also understand that supporting our team to maintain a healthy work-life balance is critical to creating a high-performance culture. Therefore, we’ve introduced several tools and initiatives to empower our team to be heard and make the best decisions for themselves. These include our weekly Team ‘Happiness Score’, our smart working practices, the Sedulo Wellbeing programme, which supports physical, mental, social and financial wellbeing, and simple workplace boundaries such as no internal emails outside of a 7 am to 7 pm timeframe.

We believe that to provide a world-class service, we need to create a highperformance culture by giving our team an environment that breeds excellence as default.

BE A OF QUALITY yardstick

Apple founder Steve Jobs spoke about people not being used to environments where excellence is expected. This quote currently adorns the wall of the Steve Jobs Suite in our Manchester workspace as a reminder for our team to strive for world class.

REDUCE COSTS, INCREASE PROFIT AND IMPROVE

efficiency

Our approach to accounting is simple; apply a commercial thought process whilst continually searching for ways to reduce costs, increase profit and improve efficiency.

Our accountants work holistically, hand-in-hand with our teams in tax, audit, corporate finance, wealth management, R&D tax, payroll and more to give you a 360˚ financial service, in and out of your business.

With a focus on you and your business, we’re perfectly placed and resourced to provide you with exactly what you need, when you need it.

Value-driven accounting and HMRC compliance.

Whether you’re using management accounts to make better business decisions or need your compliance taken care of so you can concentrate on the front end of your business, we have the team and technology to do it all.

We use the latest apps and systems to reduce the number of hours needed to input data, so our management accountants can spend more time adding value to your business.

Our accounting compliance teams underpin all of this by taking care of all of your company’s statutory requirements around preparing and filing annual accounts, with minimal disruption to you or your business.

Cloud accounting allows you to manage the money in your business on the move; our suite of apps do more, so you don’t have to.

Tailored management information packs

Detailed information on KPIs, cash flow forecast profit and loss and projections

Digital transformation and app stacks

High growth support

Support with year end and compliance

FUSE EVERY ASPECT OF YOUR BUSINESS TOGETHER THROUGH EXPERTISE, EFFICIENCY AND TECHNOLOGY.

THE TO DETAIL YOU NEED WHEN YOU NEED IT

attention most

Whether you’re involved in a dispute or have a matter that requires investigation, our big-firm forensic accounting expertise brings complete clarity to your case.

Commercial disputes

We provide forensic accounting and quantum services on a variety of civil matters, including commercial disputes and investigations, and criminal matters including POCA. Experts in our team regularly prepare reports and withstand cross-examination in court.

Our range of experience is diverse – from working with small law firms and barristers to major international companies on large disputes and investigations involving household names. Our team brings recent expertise from Kroll, Duff & Phelps, Mazars and Grant Thornton, where we’ve regularly worked on matters involving claims of £100m+, often into the billions.

We can provide advisory services at the early stage of a claim, or investigation work if you require us to examine a specific area in detail. If you decide to launch proceedings, our experts can act as party-appointed expert witnesses or single joint experts.

Matrimonial disputes

Criminal and civil fraud investigations

Criminal proceedings (including confiscation proceedings under POCA)

Personal injury

Business interruption

Professional negligence

Business valuations

A personable approach with a strong focus on quality.

LET’S TALK ABOUTtax

PERSONABLE ACCESS TO

INNOVATIVE TAX PLANNING THAT DELIVERS FOR YOU, YOUR BUSINESS AND YOUR FAMILY.

All aspects of tax, as specialist or as simple as you need it.

Our Tax team comprises dynamic professionals who have the deep technical skills and experience required to deliver comprehensive tax advisory and compliance services that support clients and their businesses – whatever the size, sector or stage of growth.

Today’s tax landscape poses significant challenges for businesses across all sectors. The complexities of domestic and international rules mean clear, informed, and considered guidance is required, and that’s exactly what we offer to our clients.

We act for individuals, privately owned, private equity-owned, listed and multi-national businesses, corporate finance boutiques, accountants, law firms, family offices and all forms of investors and institutions, including private equity, venture capitalists, and angel investors.

And for our wealthiest of clients, our combination of Big Four-level tax expertise, innovative thinking and over ninety years of working alongside high-net-worth individuals means we have the specialist advice you need to maximise the opportunities around your personal finances.

IN-HOUSE FROM THE BIG FOUR.experts

Tax planning for individuals

Personal tax returns

Tax planning for businesses

Specialist Private Client planning

Corporation tax

HMRC tax enquiries

Creative industry tax reliefs

EMI

VAT

EIS and SEIS

A TEAM OF FINANCE EXPERTS on your side

Our team of specialist funding consultants have over a century of combined banking experience. We can help you navigate the complex and competitive world of commercial finance.

Whether you’re looking to obtain funding to take on the next stage of business growth, access working capital to cover costs, or acquire another company, it’s important to have a team of experts on your side.

OUR PROFESSIONAL BANKING AND FINANCE TEAMS CAN HELP ARRANGE NEW FINANCE FOR YOUR BUSINESS OR REFINANCE EXISTING FACILITIES FOR MORE COMPETITIVE TERMS.

Full re-banking

Invoice finance

Commercial mortgages

Asset finance

Bridging

Unsecured business loans

Development finance

HMRC funding

Overdrafts and revolving credit facilities

Our expert knowledge

at your

We work with an unrivalled number of lenders, which gives our clients confidence that they’re getting the best deal.

Our funding experts operate out of each city centre office in Manchester, Leeds, Liverpool and London. We’re available to meet face-toface so that we can better understand your business and talk you through your funding options, or we can assist over the phone –whichever you’d prefer!

WE HAVE FUN AND GIVE BACK TOGETHER

HIGH PERFORMANCE FOLLOWS

happiness

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Cadbury Suite, Leeds

We’ve introduced several initiatives to empower our team to be heard, make the best decisions for their careers and bring their full selves to work.

These initiatives include regular team engagement surveys, our smart working practices, workplace perks such as free breakfast, a dedicated Diversity and Inclusion team, a packed social calendar and seasonal celebrations building up to Christmas parties abroad, and the wellbeing programme supporting physical, mental, social and financial wellbeing. These are all pulse-monitored with our weekly Team Happiness Score – happy teams achieve high performance.

The Sedulo Foundation also enables our team to positively impact their local communities throughout the year. Examples include the rebuilding of a derelict playground at a primary school in Warrington, the refurbishment of a reward room in a school in Stockport and providing laptops and tablets to support seventy children in Hackney, who were facing digital poverty.

We aim to create an environment that people want to work in, which is why we invest so heavily in our workspaces and implement initiatives and technology that help our team to maintain a healthy work-life balance. We also give them the platform to bring about real change in their local communities.

The

Drawing inspiration from John Cadbury’s Bournville site, set up in the 19th century to provide the workers at Cadbury a better standard of living to build their lives and careers on.

PLAN FOR

life

We exist to be different. Sedulo Wealth was created from a vision of financial services truly aligned with the needs of clients.

Financial planning and wealth management are what we do, but it’s how we do it that defines us. Our vision is a service that is more professional, more personal, and more efficient —a service that is delivered by talented, dedicated, and highly qualified people who share this vision—always aiming to reduce your stress and give you peace of mind.

Whether you’re a successful entrepreneur or business owner or you’re starting out on your own, it’s never too early to seek sound advice. Whatever stage of your business journey you’re at, we’re here to support you.

By helping you to accumulate or preserve wealth, we ensure you have the confidence to face life’s big moments - now and in the future.

WE KNOW WHAT IT TAKES TO SUSTAIN WEALTH FOR THE FAMILIES AND DESCENDANTS OF WEALTH CREATORS.

INDEPENDENT FINANCIAL ADVICE.

For business owners

Key life insurance

Relevant life policies

For individuals

Savings, investments, pensions and insurance

Shareholder protection

Retirement planning

Succession planning

EVOLVE, AUGMENT AND YOUR ORGANISATION THROUGH CONSULTANCY supercharge

We are fully aware that management teams make good decisions based on excellent information. Solid financial and statistical information, backed by automation, gives our management accountants and business consultants time to deliver advice beyond the numbers.

We recognise the world moves quickly, and we assist our clients in moving with it. From disaster recovery strategies to penetration testing, our technology strategists are on hand to assess, maintain, and develop your IT capabilities.

It is widely recognised that people are your greatest asset, and we believe that too! Our People & Culture team develop holistic assessments and strategies to create lasting company culture change.

SAAS implementation

Technology plays a pivotal role in all good businesses. We are always looking to improve ourselves and overcome challenges, which is why we have an internal development team that builds software products to conquer some of our own business problems. Once tested, we roll out these solutions to the market, with recent software innovations including our pulse Team Happiness Score and Client Happiness Score, as well as the 360˚Appraisal tool.

Leadership mentoring

We believe that leaders should develop at the same pace as any fast-growing organisation, so our leadership club, Be the Standard, is for business leaders that value self-development. Be the Standard is a joint initiative between Sedulo and sporting legend Kevin Sinfield OBE that focuses on providing the support to individuals in business that would be available in high-performing sports environments.

positive

CREATING IMPACT FOR COMMUNITIES THROUGH PEOPLE AND BUSINESS

The Sedulo Foundation is the result of years of working with our local communities to alleviate the devastating effect of poverty on children and young people across London and the north of England.

We work with regional charities and youth organisations to identify where and how we can make positive change for young people and collaborate to create maximum impact.

The Sedulo Foundation provides school essentials, food vouchers, seasonal gifts, and sanitary products delivered in conjunction with local partners. Every year, our appeals reach thousands of children experiencing societal disadvantage. For the latest impact stats, visit www.sedulofoundation.org.

Christmas Toy Appeal

Bespoke sacks of presents for children and young people based on their individual needs and preferences.

Period Poverty Campaign

Annual supply of period products to support financially disadvantaged young women with the aim of empowering the next generation through access to essential period care.

Back to School Appeal

Back-to-school essentials are distributed at the beginning of the school year, including school bags, stationery, and food vouchers.

GIVING BACK HAS BEEN A PART OF OUR DNA SINCE

From the origins of five people buying an extra present at Christmas in 2009 to hundreds of people coming together in 2022 to provide thousands of gifts and life essentials - as well as launching numerous community projects - the Sedulo Foundation is a platform for our team to make a real impact on the causes close to their hearts. day one

www.sedulofoundation.org

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or ours YOUR PLACE YOUR PLACE? or ours? YOUR PLACEor ours?

This brochure is made using 100% recycled material as part of our carbon-neutral initiative.

If you no longer need this brochure, please get in touch and we’ll arrange to have it collected.