Lovely offers.

The offer

Exclusive Offer for HoLT Members

Is your business ready to scale past £500k turnover and build lasting, transferable value?

Get a comprehensive evaluation of your financial operations alongside an acquirer-eye view of your business. This package delivers actionable insights to optimise your finance function today while maximising your company's future value.

What’s Included:

Comprehensive Financial & Operational Health check: A full review of your finance processes, key tax planning opportunities, and actionable steps to get the most out of your finance team.

Driver-by-Driver Business Valuation Report:

Diagnose Bottlenecks: Identify operational dependencies holding your company back from thriving independently of you.

Acquirer-Eye Evaluation: See exactly how potential buyers or investors will evaluate your business down the road.

Eliminate Hidden Value Drivers: Spot and resolve hidden risks quietly dragging down your overall valuation.

Pinpoint High-Value Assets: Uncover your most valuable business drivers so you can direct investment where it yields the highest return.

60-Minute Strategy & Report Review Meeting: A deep-dive session with our experts to walk through your report findings and map out immediate next steps.

HoLT Member Exclusive Pricing:

Standard Rate: £799 HoLT Special Price: £299 (Save £500)

The offer

Thinking about selling a business now, or sometime in the near future? I'm offering a a free phone/video call (up to 30 mins) to do a business health check, so that you can get your ducks in a row and hit the ground running when you find a buyer.

Looking to buy a business? You can have a free phone/video call too (again, up to 30 mins) so I can give you some tips about what to look out for and what to consider when making your offer.

The offer

Lea uses a Capital On Tap credit card (UK only) and she puts ALL her business expenses on this credit card, then benefits from Air Miles or e-Gift Cards (Amazon is her favourite) every month from the points she earns.

The offer

25% Discount off Mentoring Service

The Kitchen Table Money Club, is the place where household money management stops feeling like it's all too much. Take a look to see if this sounds like a big hug & an exhale & we can go from there. https://budgetingandplanning.co.uk/mentoring/

The offer

Get 20% off your mortgage arrangement fee with UK Mortgage Centre. They arranged Lea's very tricky mortgage and many other HoLT members have worked with and recommend Sam and UKMC.

The offer

Professional indemnity, public liability, critical illness & all business insurance policies.

The offer

FREE ‘Get the most out of Xero’ power hour.

The offer

𝗘𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝟱𝟬% 𝗼𝗳𝗳 𝗫𝗲𝗿𝗼 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗣𝗼𝘄𝗲𝗿 𝗛𝗼𝘂𝗿𝘀 (𝘃𝗶𝗮 𝗭𝗼𝗼𝗺) 𝗳𝗼𝗿 𝗛𝗼𝗟𝗧 𝗺𝗲𝗺𝗯𝗲𝗿𝘀!

Looking for a quick Xero Training session?

Our bespoke online Xero Training runs for between 1 - 2 hours, and is designed to help you with your most pressing Xero question…

Ideal for businesses:

✔️ that are relatively new to Xero, or want to make more use out of it, and want a quick walk through of the core areas (such as bills, invoicing, bank reconciliation).

✔️ who would like support solving 1 or 2 specific problems.

✔️ who want a year end review & tidy up.

𝘜𝘴𝘶𝘢𝘭𝘭𝘺: £140 + 𝘝𝘈𝘛 (𝘱𝘦𝘳 𝘩𝘰𝘶𝘳)

𝙃𝙤𝙇𝙏 𝙢𝙚𝙢𝙗𝙚𝙧𝙨: £70 + 𝙑𝘼𝙏 (𝙥𝙚𝙧 𝙝𝙤𝙪𝙧)