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Real Success Stories

Client Success Stories

Real-world examples of how strategic financial leadership transforms businesses. See how we've helped companies achieve growth, expansion, and operational excellence.

30+
Years Experience
100%
Client Success
£M+
Value Created
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B2B Marketing & Media Agency B2B Marketing & Media Agency Featured

Planning for Growth & Pre-Exit Preparation – B2B Marketing & Media Agency

How Oppenheim Advisory Lak transformed a successful B2B marketing agency through strategic operational improvements, ultimately preparing it for a successful Employee Ownership Trust exit.

Challenge

Strengthening business foundations and systems to support growth ambitions while preparing for potential exit opportunities in a competitive market.

exit planning operational excellence employee ownership trust
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Enigma Marketing Services B2B Technology Marketing Agency Featured

Trade Sale – Enigma Marketing Services

How Oppenheim Advisory Lak guided Enigma Marketing Services through a successful acquisition by a US media agency, managing the entire due diligence process and maximizing value for all parties.

Challenge

Preparing a 25-year-old marketing agency for sale and managing an unsolicited acquisition approach while maintaining business operations and maximizing value.

trade sale acquisition due diligence
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April Six B2B Marketing Agency Featured

Geographic Expansion – April Six

How Oppenheim Advisory Lak helped April Six establish international offices across USA, Singapore, Germany, and China with seamless business infrastructure setup.

Challenge

Establishing complex business infrastructure in multiple international markets while maintaining centralized control from UK headquarters.

international expansion business setup compliance
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Every business is unique, and every challenge requires a tailored solution. Let's discuss how we can help transform your financial operations and drive growth.

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