What we do, in detail

Four things, each with its limits written into the work rather than left out of it.

Program 01 · And its blind spots

Reading a counterparty

The filings tell you some things well and other things not at all, and a report that does not separate the two is worse than no report. What reads clearly: whether accounts were filed, when, how consistently, how equity moved, what was published about changes of form, name, objects and officers. What is simply absent in a small company: turnover, any auditor's verification, and anything at all about the last twelve months. Every report here states both halves.

  • Per review
  • Buyers, suppliers, lenders
  • Written report
  • Limits stated

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Step 1 · Question

What the decision actually turns on.

Step 2 · Filings

Accounts, publications, officers, objects.

Step 3 · Gaps

What is not disclosed, said plainly.

Step 4 · Ask them

The questions to put to the company itself.

Step 1 · Frame it

The decision, not the symptom.

Step 2 · Evidence

What is known, and how reliably.

Step 3 · Options

Including doing nothing, costed.

Step 4 · Decide

Written down, with who does what.

Program 02 · Code 70.200

Management consultancy

Most consultancy problems in a small company are not analytical. The owner already knows roughly what is wrong; what is missing is someone whose job that week is to settle it, write it down and follow it through. So the engagement is defined by a decision to be reached rather than by days to be filled, and it ends when the decision is made rather than when the retainer runs out.

  • Per engagement
  • Owner-managed companies
  • Written scope
  • Ends on a decision

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Program 03 · What filings never show

Internal reporting

A statutory filing is designed to satisfy a disclosure obligation once a year. It is not designed to tell you that one product line stopped making money in March. Those are different documents with different purposes, and a company that only ever produces the first is flying on instruments that update annually. A small monthly pack, built once and maintained, usually pays for itself the first time it catches something early.

  • Set up once
  • Small and mid-sized companies
  • Monthly pack
  • Maintained in-house after

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Step 1 · Decisions

Which figures change a decision.

Step 2 · Sources

Where each one honestly comes from.

Step 3 · Pack

Short enough to be read every month.

Step 4 · Hand over

Produced in-house from then on.

Step 1 · Own account

What is held is held for the company.

Step 2 · No mandates

No assets of third parties are managed.

Step 3 · Involvement

Participation in management, where held.

Step 4 · Disclosure

Annual accounts filed, as since 2006.

Program 04 · Code 64.210

Participations

The company holds participations for itself and takes part in running what it holds. It does not manage anybody else's assets, give investment advice or seek funds from the public, and that sentence is here because the word holding attracts approaches that assume otherwise. Answering it once on a page is less tiring than answering it weekly on the telephone.

  • Own account
  • No third-party funds
  • No public offering
  • Accounts filed yearly

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A counterparty to check, or a decision that keeps getting deferred?

A free first conversation, with no obligation, to work out whether the public record can answer it at all.