Ian
Marshall

Business Advisory Services Director & Head of Tech Strategy

LinkedIn

WHO I HELP

Ambitious Tech Companies. Start-ups and Scale-ups.

HOW I HELP

Growth. Scaling Up. Financial Readiness. Funding. Non-Exec Director.

SECTORS/SUPPORT

Technology. 

“EXTENSIVE TECH SECTOR EXPERIENCE.”

Ian Marshall is Business Advisory Services Director and Head of Tech Strategy. He specialises in advising fast growth companies and start-ups in the Tech Sector.

Based in our Edinburgh office, Ian has extensive experience and networks in the Tech Sector.

Ian can advise you on a wide range of areas including scaling up, business growth, financial readiness, and gaining investment.

CREATING INVESTABLE BEHAVIOURS

“I work with ambitious tech company owners to help them prepare for fast growth and scaling up. Many of these companies will be looking for investment to fund growth and to secure the best funding they need to create investable behaviours in the business. I advise them on the behaviours that investors will demand.

I teach these companies to get the basics right for investment purposes and for scaling up. These behaviours can be things like monthly management accounts, financial modelling, and regular board meetings. Getting these and many other basic behaviours right will better prepare that tech company for investment, fast growth and scale up.”

THE NON-EXEC BENEFITS

“I also take on the role of a non-executive director for many of these companies. This role includes being a non-executive Chief Financial Officer but goes beyond just the financial aspects of the company. I can bring my commercial experience to these tech companies. The advice and experience I can add to the boardroom can have a massive impact on the business.

I also act as a facilitator, finding the right people to advise them on other areas of the business. I use the AAB team and their network to ensure they get the right advice on key areas such as R&D tax relief, retaining key employees with EMI schemes and VAT.”

HIGHLY COMMERCIAL ADVICE

“I’ve spent much of my career in industry across a variety of roles including operational roles, financial roles and being a board advisor. So, I’m not your typical accountant because I’ve been on the other side of the fence, so I can empathise with them, and be there for them throughout their whole journey.

I will go the extra mile for my clients because I really care about these companies and the owners. I really do become part of their team and it’s very much an equal relationship. I provide ‘pastoral care’ to them as well as being a trusted advisor to them.”

DELIVERING ON THEIR AMBITIONS

“I work closely with our Corporate Finance team to produce three-to-five year financial models for these tech businesses. To secure the right investment, they need to be fully prepared with a confident Chief Executive to deliver the pitch, a great pitch deck and a good financial model. I can advise on preparing for this; if you get these three things right, then they are more likely to secure the funding you need.

I get to know what the business owners ambitions are and help them asses the right journey to get there. Sometimes it’s assessing how quickly the business can grow without breaking it by running out of money. I can help them assess how hard they need to push the business, are they spending and investing in the right things and checking they have the right journey mapped out.”

  • Commercially driven tax and financial advice provided by people who understand my business and who care about its success. A dedicated partner led team of real advisors with real commercial focus.

    Derek Smith, Maritime Developments Limited

  • Having AAB as our business partners gives me peace of mind as they listen, participate and work with us to ensure our goals are achieved.

    Gillian Irvine, NorDan

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  1. Blog13th Oct 2022

    What are the challenges & concerns of a tech start-up founder right now?

    The Tech sector in Scotland has received a great deal of media coverage in the last 6 months, albeit at a macro level. Records being broken for exits, fundraises and the fairly recent announcement from the Scottish Government that Codebase…

    By Ian Marshall

    View more

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