The same Chair. A wider table when the horizon is five years.

Preparing an SME for private equity, a sale or a listing.

This is not a second firm. It is R W Progressive when the owner wants value out inside five years. Jayesh still chairs. Specialists sit with him for finance, sales, marketing and growth. The programme name is IPO in 5 — the brand on the door stays R W Progressive.

Most owner-managed businesses do not fail for lack of effort. They stall because the board cannot see performance, the structure cannot take the next layer of people, and the equity story is not one an investor will underwrite.

The five-year programme is simple: a clear picture of the business as it stands, a ready-made board that meets monthly, and interim director support in the seats that are thin. The aim is not “a slide that says IPO”. The aim is a company from which the owner can extract value — PE, succession, trade sale or a listing — on their own timetable.

Foundations the board will insist on

Business strategy · Organisational structure · Marketing strategy · Sales strategy · Financial reporting and management · Growth strategy · Management information · Business processes · Roles and responsibilities

Refer a client or enquire

Seats around the table — filled to the brief, not a fixed roster

Jayesh chairs. Depending on the company, the thin seats are filled with specialists in finance, sales, marketing or growth. Those names change with the mandate. They are not a second firm and they are not listed here.

ChairJayesh Patel

Leads the board. Organisational structure and marketing / business strategy. Holds the executive — especially finance — to account on the numbers.

FinanceBrought in when the seat is thin

Interim or non-executive finance support for reporting, the integrity of the numbers, and diligence.

SalesBrought in when the seat is thin

A transferable sales process so growth does not live in one diary.

MarketingBrought in when the seat is thin

A market story a buyer, a bank or a PE house will believe.

Growth and valueBrought in when the seat is thin

Exit planning, valuation discipline and the options an owner actually has.

What accountants should know

This programme is designed so you can refer without losing the mandate. The programme strengthens the client’s team; it does not replace the accountant, the tax adviser or the corporate-finance house you already trust. Referrals start with a conversation between you and Jayesh.

Accountants’ briefing