Scaling your business through external capital can accelerate product development, hiring, international expansion, and mergers and acquisitions (M&A). It can also help you professionalise reporting and governance, supporting sustainable growth. The trade-off is dilution and a closer relationship with investors, who will expect evidence-based plans, transparent financials, and measurable milestones.

Before you start any process, be clear about what you need the money for, how much you really need, when you’ll reach break‑even (or the next value‑step), and what you’re prepared to give up to get there. Investors will ask the same questions. Read our extensive guide, which will help you better understand the process.

How we can support you when scaling your business:

We can review your plans with an investment lens, including:

  • investment‑readiness review (financials, tax, governance and data‑room checks)
  • forecast modelling and scenario analysis
  • SEIS/EIS advance assurance and post‑investment compliance
  • EMI option scheme design and HMRC valuations
  • transaction support (financial and tax due diligence) and post‑completion integration
  • NSIA signposting where relevant

This guide outlines the practical steps to raise outside capital, incorporating rules for the 2025/26 tax year and current market data. Every situation is different – please speak to us before you take decisions that affect valuation, tax or control. We can help you plan the process, identify the right investor types, set realistic terms and complete efficiently.

 

GUIDE: Scaling your business
Lambert Chapman Chartered Accountants

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