Founder Tax Review

Fixed-fee diagnostic

A focused review for founder-led companies that want to find the tax, equity and ownership issues before they become investor, HMRC or exit problems.

The Founder Tax Review is designed for the moment when you know the company is getting more complicated, but you are not yet sure whether you need a larger advisory project or ongoing support.

It is a paid diagnostic, not a free discovery call and not implementation work.

Investment

The fee is £3,950 + VAT.

That includes a structured technical review, a written roadmap and a closing call to walk through the main findings.

What Steve reviews

SEIS/EIS position and investor readiness
EMI, growth shares and employee incentives
R&D claims and enquiry risk
Patent Box and intellectual property position
Cap table, share rights and shareholder changes
Group structure, restructures and transactions
Exit readiness and points that may matter before diligence

What you receive

A focused request list so Steve can review the right documents and facts
A technical review of the main tax, equity and ownership risks
A written roadmap showing recommended fixes, priorities and next steps
A clear view of what to fix now, what to monitor and what can wait
A closing call to talk through the roadmap and decide the right next move

It may be right if:

you are preparing for investment or expect to raise in the next 6-18 months;
you are giving equity to employees, co-founders or senior hires;
you have made tax-sensitive decisions quickly and want to check the foundations;
you claim R&D relief or may have Patent Box opportunities;
you want a founder-level roadmap before committing to a larger project.

It is probably not right if:

you need routine accounts, payroll, bookkeeping or company secretarial work;
you want a quick answer to a narrow technical question;
you already know the exact implementation project you need;
you are not ready to act on the findings.

How to start

Send Steve a short outline of the business and the decisions you want reviewed. If the review is likely to be useful, Steve will confirm the scope before you commit.

Apply for Founder Tax Review