Scale Up Financial
Strategic tax planning and advisory services for business owners, entrepreneurs, property owners and families
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-10
About Scale Up Financial
Scale Up Financial provides strategic tax planning and advisory services, including tax reviews, business structuring, property tax strategy and support for exits, acquisitions and succession.
Its clients include family-owned businesses, high-earning entrepreneurs, property portfolio owners and companies preparing for sale or expansion. Services include monthly retainer packages and standalone tax strategy reviews.
The company was founded in 2023 and is based in Borehamwood, United Kingdom. Its founder is chartered accountant and tax adviser Jeffrey Lermer.
Product: Tax strategy reviews, ongoing tax advisory retainers, business restructuring and transaction-related tax support.
Jobs at Scale Up Financial
Leadership
- Jeffrey Lermer · Founder — Chartered Accountant & Strategic Tax AdviserSource: company website
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