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Retail

Retail is a sector hugely influenced by consumer confidence and fluctuations in the financial markets. It is a competitive and challenging field and we are here to help you establish stable financial systems that encourage commercial success.

We have a diverse portfolio of retail and wholesale clients, including single trader operations and large national multiples – all of which we advise on how best to manage their accounts and tax position to provide for the future.

How We Add Value

  • Deliver business advice that helps create a long-term growth strategy, including ideas on marketing and how to increase margins
  • Carefully review procedures to make sure they accurately record transactions and monitor stock control to keep your business running smoothly
  • Identify opportunities to make cost savings
  • Specialist advice on tax planning and the administration of the most relevant VAT scheme
  • Advising on the options for raising capital and financing long-term growth
  • Helping you at every stage of your retail venture – from startups through to established businesses

Our
Experts

Scott Lindsay
Partner
BIO
Scott is a Chartered Accountant, with prior experience of working within industry as a Finance Director and as an Investment Executive in private equity. Scott became a Partner at M+A in January 2017.

Scott has successfully completed corporate finance mandates covering a number of disciplines, including: acquisitions and company sales; management buy-outs; raising private equity and bank debt; preparation of business plans and financial projections; and due diligence.

He has worked with a broad range of clients, from owner-managed businesses to large groups and his areas of specialism include leisure, business services, and property.

Scott draws upon his previous experience as a Finance Director in order to understand his client’s needs and provide specialist-tailored advice. His clients find reassurance in the fact that he has practical experience in post-acquisition business integration and change management.
EXPERTISE
  • Business Valuation
  • Corporate Services
  • Corporate Taxation
CONTACT
Chris Dugdale
Partner
BIO
Chris has been with M+A Partners since 1992, becoming a partner in 1994. He trained and qualified as a Chartered Accountant with Moore Stephens in London, winning a national prize for his results in the professional examinations.

Chris is proud of the way the firm has managed to move with the times without losing its focus on a partner-led, professional service. "My partners and I have regular face-to-face meeting with our clients and we invite them to give us a call if they have any concerns between meetings. It's only by knowing our clients well that we can advise them well."

Chris is also:

Trustee of The Gloucester (1682) Charitable Trust; Trustee of Priscilla Bacon Lodge Support Group; Member of Norwich Cathedral Trust Committee; Treasurer of Blakeney and District Wildfowlers Association
EXPERTISE
  • Accounting Services
  • Personal Taxation and Private Client
  • Service Charge Accounting
CONTACT
OUR TEAM
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WHAT OUR CLIENTS SAY

It really helps to know that us entrepreneurs can get on with our business knowing that there are first-class professionals at close hand to fully support our endeavours.

Our tax affairs, both business and private, have been well managed by M+A Partners for more than ten years and we very much appreciate the help and excellent advice available. Queries are quickly answered by e-mail or telephone by any of the team dealing with taxation matters whom we find efficient, knowledgeable, helpful and friendly. We also think that M+A offer a good reliable value for money service.

Our company is situated in the health sector which can be very difficult to understand but you and your team at M+A have always shown great insight in this area. I am really delighted to have moved to M+A as our accountants and having you as our dedicated partner has made it as smooth as possible a transition. I look forward to many more years working with M+A.

Having worked with Martyn Page and his tax team at M+A Partners, I remain consistently impressed with their ability to give clear, pragmatic and understandable advice in what is a very complex area. I have recommended the tax team at M+A Partners to clients for both personal and business matters and the feedback I have received has always been extremely positive.

Our taxation affairs are reasonably complex involving family trusts, tax planning and our annual tax returns. We enjoy a close and productive relationship with M+A and we particularly value the pro active nature of this relationship where potential issues are highlighted early so that appropriate planning can be made in good time.