Group structure and foundations for growth
Following a successful period of growth, Basil Fry & Company, a leading insurance broker in the removal, storage and self-storage industries, wanted to pass the business to a new management team in order to begin their next growth phase.
The directors wanted a trusted business adviser that they could rely on to provide them with accurate and timely advice. They needed confidence and clarity on how the new group structure would look and a firm that would work with them through this period of change to assist them with the challenges of an increasingly complex and growing business.
The Roffe Swayne team, led by Jonathan Vickery and David Lawrence, collaborated with the management team to review their current position. They discussed Basil Fry’s financial ambitions and helped to formulate a plan. As a result, we provided their existing management team with a clear structure that was aligned with their expectations for a smooth transfer of the business. We also worked closely with them and guided them through the audit process. With their newfound knowledge that an audit can be more than just a compliance project.
Basil Fry now have the foundations to push forward with their next phase of growth for the business. Safe in the knowledge that they have the support from a business adviser they can trust.
“Roffe Swayne made themselves available to us very quickly in a time when we had been let down very badly by our previous advisers. Once we had explained the situation to them, they wrote a clear and concise report and invited us into their office to go through their findings and establish a clear way forward. Everything was explained very clearly to us and we were delighted to be able to appoint the firm immediately to look after our interests in the future. We always try to remain loyal to our professional advisers and I am sure this will be straight-forward with Roffe Swayne. After a year we are very impressed with their attention to detail and professionalism.” (Greg Wildman, Managing Director at Basil Fry & Company)