01: Run
Accounting & tax
Fixed monthly packages for owner-managed companies, with a clear route into advisory when you need more than compliance.
Accounting Tax Advisory
Accounting.
Funding.
Acquisitions.
Exits.
Accounting, tax and M&A advisory for owner-managed businesses — one adviser who understands your numbers from day-to-day finance through to buying or selling a business.
One relationship
Run better
Accounting, tax and management information you can act on.
Fund growth
Forecasts, modelling and funding preparation.
Buy smarter
Valuation, due diligence and acquisition support.
Sell stronger
Exit readiness and a confidential, well-run sale.
The business lifecycle
From running the business to selling it
Business owners often need different advisers at different stages. Proplexo is designed to stay with you from the first set of accounts to the day you sell.
- 01. RunAccounts, tax and the numbers that keep you in control.
- 02. UnderstandManagement information that shows what drives profit and cash.
- 03. FundLender-ready forecasts, models and funding packs.
- 04. BuyAssess, value and complete the right acquisition.
- 05. GrowSenior finance support as the business scales.
- 06. PrepareBuild value and get ready for a buyer’s scrutiny.
- 07. SellA confidential, well-run sale process.
Where would you like to start?
Four ways we work with owners
- Explore accounting & tax
02: Fund
Funding
Explore fundingFunding readiness, financial modelling, forecasting and preparation of lender information.
Where a service requires regulatory authorisation, we work with appropriately authorised third-party partners. For other specialist support, we may work with suitable professional advisers.
03: Buy
Buy a business
Explore buying a businessOpportunity reviews, valuation, due diligence and deal support for acquisition entrepreneurs and acquisitive owners.
04: Sell
Sell a business
Explore selling a businessConfidential exit planning and sale advisory – from valuation and readiness through to completion.
Opportunities
Looking for a business to buy?
Tell us what you are looking for
Some businesses are sold confidentially and may never be publicly advertised. Register your acquisition criteria and we will contact you when we identify an opportunity that may be relevant.
Why Proplexo
A commercial adviser for owner-managed businesses
One relationship, start to finish
The adviser who knows your accounts can also help you fund, buy, prepare and sell – so nothing is lost between specialists.
Clear pricing, agreed upfront
Prices are published on this site. We agree the scope and pricing with you before work starts.
Commercial, not just compliant
We focus on the numbers that drive value: earnings quality, cash, owner dependency and what a buyer or funder will ask.
Professionally qualified
Proplexo Advisory is a trading name of Proplexo Limited. Lee Wallace is a CIMA Member in Practice and holds a current practising certificate issued by the Chartered Institute of Management Accountants (CIMA).
Run and grow
Accounting and advisory
Fixed monthly accounting packages, and a clear route into reporting and senior finance support as the business grows.
Growth
Our core package for established owner-managed businesses.
Price: £149 per month
Management Reporting
Regular reporting and interpretation for owners who want a better view of performance.
Price: £395 per month
Finance Partner
A commercially focused finance partner without the cost of a full-time Finance Director.
Price: £795 per month
Fractional Finance Director
Active senior financial leadership for businesses that need more hands-on support.
Price: from £1,500 per month
Prices shown exclude VAT where applicable.
Buy a business
Acquisition services
From a first look at an opportunity through to due diligence and completion.
Acquisition Opportunity Review
A focused first look at a business you are considering buying.
Price: £995
Acquisition Assessment
Deeper analysis once an opportunity becomes serious.
Price: from £2,500
Financial Due Diligence
Focused or comprehensive financial diligence tailored to the size and complexity of the deal.
Price: from £5,000
Full Acquisition Partner
Ongoing support for buyers pursuing a structured acquisition strategy.
Price: from £1,250 per month plus a completion fee
Prices shown exclude VAT where applicable.
Sell a business
Exit and sale services
Understand what your business is worth, prepare it properly and sell it with confidence.
Initial Confidential Conversation
Start with a free, confidential conversation about your plans, likely timescale and next steps.
Price: Free
Strategic Valuation Review
A practical valuation focused on both current value and what could improve it.
Price: £795
Exit Readiness Review
For owners considering an exit in the next 12–36 months.
Price: £995
Full Sale Advisory
A complete sale process, from preparation and valuation through buyer engagement, negotiation, due diligence and completion.
Price: Engagement from £2,500 plus a completion fee
Prices shown exclude VAT where applicable.
Next step
Thinking about buying or selling a business?
Start with a no-obligation conversation about your plans, your numbers and the likely next steps.