The Process

Following your enquiry, we have a simple five-step process in which we require you to supply the following (if available):

  1. A completed preliminary information questionnaire
  2. Three year’s of completed accounts as submitted to HMRC
  3. Current management accounts
  4. A firm profile including existing Partnership Agreement, LLP Agreement, Memo and Articles of Association
  5. A completed Issue of Concern questionnaire


We shall assess your responses and jointly agree the basis of the engagement.


Consultation can be carried out on or offsite with certain partners and/or key individuals, and will include:

  • Assessment of the pre-consultation material.
  • Partner and/or key individual interviews.
  • Analysis of all of the data ingathered.
  • A report tailored to your firm, analysing and assessing the issues, including succinct recommendations.
  • This will identify in succinct terms the issues, and propose the recommendations.


  • £750 per day plus expenses
  • £400 per half day plus expenses
  • How Can We Help

    You can arrange an appointment today by completing the form below.

    Your enquiry will be treated in the strictest confidence.

    Credentials & Experience

    Winner of the Managing Partner of the Year at the Law Awards of Scotland, with over 40 years experience in the profession and in business, Graeme McKinstry has built, managed and developed his practice with significant success.

    More about Graeme