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Julian Davies

Julian has spent over 25 years working with design and other creative agencies helping them become more profitable, grow and, if required, sell.

Being a Chartered Accountant and previously owning, running and selling his own agency, he is very well placed to advise and mentor other privately owned design agencies.


Areas of expertise

Financial planning: Performance & efficiency Funding
System accounting Mergers & acquisitions Financial management & budgeting
Legal & ethical: Client/consultancy contracts
People: Human resources management Appraisal systems
Staff development & training plan Employment contracts/handbook Coaching Mentoring Training
Business processes: Business strategy & planning Business diagnostics Process management Project management

Experience in the design industry

Design industry experience: 20+ years

Julian has worked with design businesses for 25 years, initially within large advertising agencies such as BBH and TBWA who had strong design divisions/ subsidiaries and then increasingly from the 1990’s with privately owned design agencies and design led digital agencies.

Professional affiliations

Association of Chartered Accountants (ACA)

Case studies

I help agency owners establish their business goals, and work with them to help achieve these goals.

Although each business is in a different stage of development, it is initially useful to benchmark how well the agency is performing against best practice. I do this comparing to the ‘Redfin Value Drivers’. This identifies the areas where profitability, efficiency and business value can be enhanced.

A business plan can then be developed that concentrates on the areas that will drive up the value of the business and show what the business needs to look like in the future to achieve the goals.

I help communicate the plan to the wider team and put in place a structure to ensure everyone knows the part they play and so progress against plan is monitored on a regular basis.

I work with the agency throughout the plan and assist with the end game, whatever you have chosen that to be – trade sale, merger, MBO or maybe creating a better lifestyle for yourself.

Along the way our team of finance and HR staff (all with extensive agency experience) can help with operational matters to ensure you are maximising your efficiency and profitability.

Contact expert

Use the form below to send an email to Julian Davies.


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