Advisory for Social Enterprises & SMEs
Senior advice for organisations doing important work
Around three-quarters of our clients are social enterprises and charities. We understand the funding ecosystem, the governance constraints and the pressure to do more with less — and we bring commercial discipline to it.
What we deliver
- Grant strategy and applications — identifying the right funders, building the case, reviewing draft applications critically before you submit.
- Investment readiness — preparing for social investment or seed funding, including SEIS/EIS eligibility, investor packs and financial projections.
- Asset transfer, mergers and structural change — options, governance, business planning and due diligence.
- Setting up new organisations — company limited by guarantee, CIC or charity structures, objects and articles, and the plan that goes with them.
- SME capacity building — operating efficiency, growth planning and sustainable scaling.
- Coaching and training — ESG readiness, investor readiness, product validation and scaling, for leadership teams and boards.
Who it is for
Charities and social enterprises · Community groups forming a new organisation · Founders preparing for seed investment · Established SMEs planning sustainable growth.
Pro bono
Each year we give a share of our time to charities that could not otherwise afford strategic advice. If that is you, tell us about your organisation — we cannot say yes to everyone, but we do say yes.
Related work
Recent engagements
Community enterprise
A new community hub
Business planning, legal-structure advice and crowdfunding support for a start-up community hub in Yorkshire.
Grant funding
Independent review of a National Lottery application
Critical review of a Reaching Communities application across governance, budget, safeguarding and sustainability.
Talk to us
A 30-minute call is enough for us to tell you whether we can help, what it would involve, and roughly what it would cost.