What people say

Due diligence – business sale support

“David provided invaluable support during the financial due diligence phase of my business sale. His attention to detail is impressive, backed with clear advice and guidance making the whole process significantly less daunting. For me, the strongest part of his service is he really cares about his clients and behaves to all intents and purposes as one of the team.

I would have no hesitation in recommending his services.”

PB – director & shareholder (software)

“The deal is done.  Thank you so much for all you have done during this often challenging time.  We couldn’t have done it without you.”

NB – director & shareholder (software)

“Throughout the M&A process we found David Lewis to be diligent and professional throughout. Provided an essential service and honestly couldn’t have achieved the same result without him. Still very thankful for his work.”

JT – managing director & shareholder (consumer goods)

Cash flow improvement

“David’s help was invaluable in maximising cash flow in the business and supporting it through turnaround and sale”

MT – managing director, (traffic equipment business)


Internal audit

“David has been providing a great deal of support to a Charity with which I am involved.  He attends meetings to feedback on his quasi-internal audit work. His reports that summarise his work, discussions, findings and recommendations are always first class. He consistently evidences a constructive and commercial approach and shows that he has an appreciation of both financial and non-financial matters.  He has developed a keen empathy for the business, gets to the root of issues he investigates and retains that independent approach we require from ‘internal’ audit.  If challenged he always has compelling evidence to support his conclusions.”

ML – audit committee member (charity in care sector)


Due diligence & troubleshooting

“David is my first port of call when financial due diligence or troubleshooting is required for my business clients. I know that the work will be carried out efficiently and effectively and I have no fear of jeopardising my relationship with the client.”

GJ – Chartered Accountant


Management information & control

“We were looking for someone to help with a costing exercise that would enable us to understand how to calculate the direct costs associated with our business to help determine the profitability of the activities we undertake. We wanted to find someone who could help us learn how to apply a standard calculation to complex circumstances and help us understand the process.

When we started working together David quickly grasped the nature of the problem and listened to our requirements to help him gain an in depth understanding; his consultative approach guided us to better comprehend the challenges we face. David shared his knowledge with the members of the project team and helped us all understand the most appropriate approach. He was enthusiastic and worked well with us to overcome our barriers to achieving a clear understanding of our cost structure.

As a result of working with David, we learned how to understand the detailed costs associated with each activity and he supported us to devise a more relevant profit and loss account structure. What I most liked was David’s ability to use his expertise and experience to find a solution that answered our needs and highlight further areas for development.

I would definitely recommend David. He was methodical and thorough in his approach; he took time to reach a clear understanding of our needs and was able to share information with others in an unambiguous and meaningful way.”

SZ commercial director (training industry)

“David is more than a numbers person, he gets to the root of issues and delivers practical solutions. He understands what is important to our business and has been very happy to pass on his knowledge to help us help ourselves.”

RK – managing director (construction)