Ben Davies | Hexa Finance Limited, Newport

Director of Hexa Finance, Ben Davies, identified the importance of building a relationship with an accountant at the development stage of a new startup. That’s precisely what he did with Hexa Finance, and they are now reaping the benefits of their relationship with Scott Harris and the Green & Co team.

Hexa Finance Reaps the Benefits of Building a Relationship With an Accountant Prior to Start Up

About Hexa Finance

Hexa Finance is a dynamic financial service and consultancy business based in Newport, South Wales. Their business has been built on decades of experience working at some of the largest global lessors and independent financers. Ben Davies has been a director of the business since its inception in 2020.

Problem

Founders seek support prior to business launch.

With decades of experience, the founders of Hexa Finance knew they wanted to start their own business but needed to gain knowledge of crucial parts of setting up a new business.

One of their main problems was ensuring they had the correct set-up to maximise their income whilst minimising their tax.

Solution

Ben and his business partner, Stuart, identified very early that having a good relationship with a high-quality accountant was important.

They feel fortunate to have met Green & Co partner Scott Harris, who worked with them before incorporation to understand their business plan and future goals.

Scott helped them evaluate their business plan, set the right business structure, and identify the right remuneration strategy adhering to their shareholder agreements.

Results

Hexa Sees Huge Benefit of Building an Early Relationship With Local Accountant

By identifying and employing the skills of an accountant early in their business life cycle, Hexa Finance was able to avoid any teething problems and got it right from the start.

They devised a tax-efficient way to extract cash out of the business whilst ensuring all shareholders benefit from the arrangement.

They also benefitted from employing the various departments of Green & Co for services such as payroll, VAT, and tax, meaning they could concentrate on running their business.

I want to exit my business - Heath Vets exit strategy case study

“It’s a real personal relationship we have in Green & Co. As business owners we are not experts in Accountancy, but we feel they take away the burden for us as Directors. I’d absolutely recommend Green & Co to other businesses to take them to the next level.”

How to get set up with Green & Co Accountants

The process of becoming a client with us

company secretarial cardiff

Book a free meeting with us

Book a free initial meeting and we will guide you through our services

probate newport

We provide a fixed fee quote

We will provide you with a fixed fee upfront, so there are no hidden surprises.

limited company south wales

We take care of the move

We can take care of the move from your previous accountant, HMRC and Companies House.

← Back to case studies