The Stirling Team

Nataliia is an experienced Business Consultant who works regularly on a range of assignments with companies and enterprise agencies, including Scottish Enterprise, Chambers of Commerce, SDI and OECD. Originally from Ukraine, now based in Scotland, Nataliia has a track record of working with senior management teams and small business owners, assisting company growth, notably through market development, product development and internationalisation. Nataliia has been assisting companies across various sectors and industries including manufacturing, financial services, renewables, textiles, toys, pet industry, digital technologies, education and food & drink.

More recently, Nataliia has developed a passion for sustainable development. She has made this fundamental to her work with companies assisting businesses to develop sustainability strategies integrating the principles and practicalities of Environmental, Social and Governance (ESG) into operations. Nataliia has assisted numerous clients drawing on measurement frameworks, such as Global Reporting Initiatives (GRI), to develop appropriate corporate responsibility reports, conducting materiality assessments with management teams, advising Boards on ESG policy development linked to strategy delivery, communications and team training for integrated delivery. This has helped companies to demonstrate sustainable approaches within their growth strategy, showing social and community sensitivity and greater environmental consideration backed by evidence and measurement reporting.

This approach has many valuable outcomes for companies whether they are looking to grow or planning an exit strategy as it can be applied to position companies favourable in the market and with all stakeholders who influence future prospects.

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Roger used his middle name to form Stirling in 2000, having 24 years of previous business experience, reaching Chairman & Managing Director level of a £13.9m turnover business, employing over 200 people. Roger has developed Stirling to provide business owners with a personal service to help find buyers for businesses for sale. From experience gained of selling two of his own businesses and latterly, other businesses sold through Stirling, Roger produced a well received “FREE Guide to buying and selling businesses successfully” and also, a “FREE Guide to maximising business values“. Having created a comprehensive database of business owners, buyers and investors, Stirling is able to gain enquiries for businesses for sale, particularly from the engineering & manufacturing sectors. With fair and easy to understand terms and conditions, Roger has ensured that Stirling is able to offer SME clients a cost effective & flexible approach for when the time comes to sell.

Roger has a book published about selling businesses – “Sell your business FAST!”

To order your copy CLICK HERE.

“What I liked about working with Roger Smith of Stirling, is that we didn’t get ripped off with fees and false promises….” Steve Marsh

“We chose Roger where we appreciated his wide range of contacts, fair terms of business, including his honest & friendly approach to business.” L Peters

“Roger provided an efficient, tailor-made service from the initial introduction to the eventual sale of my engineering company.” Nick Hewinson

“Roger’s thorough approach to selling my company meant that a buyer was found after only a few months….” J Patrick

Caroline Hall is one of our independent Business Valuers.

Caroline graduated from London University with a First Class Honours Degree in Maths and then worked for KPMG in London for six years.  There she trained as an auditor and qualified as a Chartered Accountant in 1986 before specialising in taxation of private individuals and companies for a further three years with KPMG. During her period working as a tax consultant she covered a wide range of work including remuneration issues, emigration & immigration for tax purposes, Business Expansion Schemes, business sales & acquisitions & capital gains tax & inheritance tax planning as well as preparing valuations of owner managed businesses & report writing on all of the above areas.

Caroline moved to Shropshire in 1989 and has been a partner, and more recently a director, of D.R.E. & Co since 1994.

Caroline is an Audit Principal and is involved with a large number of family companies, giving tax, business and accounts advice. Over the last 30 years she has prepared valuations for partnership splits & matrimonial purposes on numerous occasions, usually on the instruction of the parties involved in order to reach amicable or mediated solutions. Caroline has received instructions by solicitors for business valuations and tax planning advice in more contentious circumstances as single joint expert reporting to the Court. She also performs valuations for share sales, share schemes, business acquisitions and probate purposes.

As an author for Tottel Publishing, Caroline was responsible for updating “Tax Planning for Buying and Selling Businesses” from 2007 to 2010.

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Rob Andrews is a solutions focused, commercial solicitor with over 25 years’ experience of advising SME business owners/management on the range of legal issues they face across the life of their business.

Currently, a consultant solicitor with two practices, one national and the other based in the West Midlands, Rob is also an accredited CMC registered mediator with Clerksroom and a frequent speaker/presenter/trainer on subjects such as buying/selling businesses, data protection/privacy law, and dispute resolution.

Rob’s expertise lies in two main areas:

1. Helping clients establish, grow, and often exit their business.
From setting up business structures, to advising on business contracts (terms and conditions, commercial contracts etc), engaging key staff, and bringing on investors through to identifying and implementing exit strategies, including dealing with mergers, joint ventures, restructuring, business sales and purchases.

2. Helping clients resolve or avoid disputes. Including audits to reduce and manage risk, training on due diligence when contracting with suppliers and customers, through to dispute resolution procedures of all types.

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Nigel is a Finance Specialist and a senior executive with over 35 years’ experience in businesses. He acquired his first business at the age of 24 and completed his first successful exit three years later.

He specialises in structuring deals and raising the finance for mergers, acquisitions and achieving growth plans of in excess of £10s millions in recent years. He utilises his network of finance institutions and alternative funding contacts to source all types of business finance to support UK SMEs including unsecured loans, secured loans, property finance, asset based finance including invoice finance.

Nigel combines his background in creating and realising a company vision for multi-site businesses and start-ups, implementing recovery plans for underperforming businesses and driving change to generate growth in declining markets with his ability to build strong, trusting relationships to ensure successful outcomes for all parties.

Nigel assists Stirling with our “Help to buy a business” service and kindly contributed to our article Raising Finance for Acquisitions.

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Joe helps entrepreneurs to realise the value from their business and ensure that all of the hard work that goes into building and running their business does not go to waste. Frequently business owners will have all of their focus taken up by the day-to-day operations of their work and neglect to manage their own financial planning.

Joe’s expertise is in helping bridge business and personal financial planning, and may involve creating investment strategies in the run up to a business sale, for example making use of pension allowances. Alternatively, Joe can help you formulate strategies to utilise the sale proceeds from your business.

For more information, please visit https://www.willcoxwealthmanagement.co.uk/

Joe runs Willcox Wealth Management. Wilcox Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.