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Jack O'Hern

Jack O’Hern

Jack works with owner managed businesses to help them first identify and then achieve their goals, through a combination of strategy and tax planning. Jack firmly believes that you should remember to enjoy running a business, too, or think about doing something else – life is too short!

Jack heads up our growing corporate finance department, specifically helping clients buy or sell a business.

Areas of expertise

Financial planning: Performance & efficiency Funding System accounting Mergers & acquisitions Financial management & budgeting
Business processes: Business strategy & planning Business diagnostics Process management Project management

 


Experience in the design industry

Design industry experience: +20 years

Jack has worked with design businesses, ranging from small independent studios to international design businesses. His expertise is in helping the owners with the business element of a design practice.


Professional affiliations

Fellow of the Institute of Chartered Accountants

Experience

I work with both large and small design companies. My existing clients are some of the most successful and well know design businesses in the UK.

I am not a typical accountant. I am usually there to ask the awkward “why” and “how” questions regarding strategy, focus and planning, and how they all relate to the financial well-being of your business.

These are the sorts of issues that I deal with for my clients on a monthly basis:

  • Charge out rates
  • Financial forecasting
  • Cashflow / bank finance
  • Tax planning – how and when to extract profits
  • Tax residence issues for overseas directors
  • Trading format – sole trader / partnership / Ltd company
  • Pensions awareness (company or personal pension scheme; using pension scheme to buy commercial studio)
  • General employment issues / business issues awareness
  • Company secretarial issues
  • Employment status: freelancer vs PAYE
  • Group / company structure
  • Acquisitions and mergers / disposals / business divorce
  • Buying a studio
  • Overseas client issues (VAT / withholding tax)
  • Remuneration strategy (salary / bonus / dividends / tax planning)
  • Share incentives
  • Succession planning
  • Personal planning– what’s the grand plan?
  • Focus for growth
  • Important vs urgent
  • Sounding board
  • Non-exec director / finance director
  • Helping businesses with their strategy then translating and linking into financial planning / forecasting
  • Business focus (the part that distinguishes between a business and lifestyle)
  • Monthly management accounts review: understanding accounts and cost drivers
  • Monthly managements accounts: format and content for effectiveness

I would be happy to discuss your requirements to see if there is a way that I can add value to your business.

Contact expert

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