Strategic Business Advice

 Your Partner in the Boardroom, Not Just the Back Office.


Scaling an owner-managed business to its next level is a lonely pursuit.

Whether you are targeting your first £1m or navigating toward £15m, we provide the objective oversight, financial "firepower", and strategic clarity you need to lead with confidence.

 Meetings

Quarterly/Monthly


  • Strategic Advisory meetings quarterly or monthly throughout the year.


  • We act as a trusted sounding board.


  •  Leverage 70 years of expertise and experience to avoid the pitfalls of scaling your business.

241%

Net asset growth


  • 582% in the last 10 years.


Building business resilience and longevity


Client average Net Asset growth - Wood and Disney Limited Company client base, balance sheet review: 2015 - 2025

82% of SMEs Face Cashflow Problems


We ensure your business is never part of the '90% cash flow failure' statistic by building robust cash reserves


Wood & Disney's Strategic Cash Retention Programme® builds:


  • Strategic Cash Reserves
  • Resilience to turbulent economic conditions
  • Growth without the fear of running out of cash.

Never Feel Alone in Business


  • 30% of entrepreneurs experience depression*

Our focus is to:

  • Give you confidence in your decisions.
  • To give you a stable and thriving business.
  • To alleviate the pressures on you.


*Durham University 2018 study on the prevalence and co-occurrence of psychiatric conditions among entrepreneurs.


What Strategic Advice Actually Looks Like

Strategic advice isn't about looking at the past; it's about engineering your future.


We focus on three core levers:


  • Maximising your profit,


  • protecting your cash, and


  • building a business that can eventually run without you.

Your Road to Strategic Clarity

Understand Where You Are

  • Review your business performance, cashflow and key challenges
  • Identify strengths, weaknesses and risks
  • Clarify what you want from the next stage of growth

Create a Clear Plan

  • Build realistic growth, profit and cashflow targets
  • Decide where to focus time, money and resources
  • Prioritise the biggest opportunities and threats

Stay Ahead of Problems

  • Identify issues before they damage cashflow or profitability
  • Monitor performance with regular reviews and KPIs
  • Adapt plans as your business changes


Turn Plans Into Results

  • Hold you accountable for agreed actions
  • Support major decisions with clear financial insight
  • Help you build a stronger, more resilient business

A Client Journey

Our value in real life

Strategic Business Advice

 CONTROL  &  RESILIENCE
your business foundations ~ to protect it, giving you security today and tomorrow ~ steady, reliable profits and cash flow ~ controls to ensure stability

SUSTAINABLE GROWTH
scale to sustainable growth ~ target your future aspirations ~ monitor and maintain progress

FUTURE PROOFING
adapt to change ~ the right people and systems ~ free you to choose your future.

How - Our Approach

Are you getting the business advice and support you need from your accountant?

Is it time for you to move to an accountant that adds value to your business? Supporting you with business advice, strategic planning and leveraging technology to give you a competitive edge. Helping you build a resilient, growing business on course for sustainable success. Or are they holding you back?


Take our 5 minute test and find out how they measure up

Find out if it's time to change accountant?

Take the test

We listen to your problems and work with you to find solutions that will work in your business ...

We've been helping business owners with their problems and worries for over 40 years. If you have a problem, we've almost certainly heard it before and can help you find a solution and support you whilst you resolve it. We meet with our clients quarterly, and in some cases monthly, so that we can sort problems out quickly whilst they are manageable.


We listen, advise and support. Take a look at our BUSINESS SOLUTIONS ...


Our Business Solutions