Decisions, with the numbers checked.
Financial due diligence, restructuring and a part-time finance lead for companies growing between Spain and the UK.
Lozano Ferris
Report and accounts · 2026
Statement of the firm
as at 30 September 2026
Note
Madrid
London
Total
Transactions reviewed since 2015
7
82
58
140
Sectors we know well
1
9
8
12
Boards we sit with
4
5
4
9
Weeks to a due diligence report
10
4.2
3.8
4.0
Years in practice
39
21
39
Figures describe the firm, not investment results.
How we charge: Note 5
Next due
Annual accounts to Companies House
London
·
Annual accounts drawn up
Madrid
·
Confirmation statement
London
·
General meeting approves the accounts
Madrid
·
Twelve months to 30 September 2026
140 transactions reviewed since 2015. 12 sectors. 9 boards, 2 offices, one file.
Transactions reviewed, by quarter
Due diligence, valuations and refinancing projects we completed, counted in the quarter we reported.
Schedule of services
Fees, excl. VAT
- Day 1A scoping call
Thirty minutes, free. What you need to decide, by when, and what we would need to see.
- Day 3A fixed fee, in writing
The scope, the team, the fee and the date of the report. Nothing starts until you sign.
- Week 1Fieldwork
We work through the data room and meet management in Madrid, London or by video.
- Week 4The report
A short report your board can read, and a meeting to go through the findings.
Works with your software
Xero
QuickBooks
Sage
FreeAgent
a3innuva
ES
Holded
ES
Excel
Annual accounts to Companies House
Year ended 31 March 2026, private companies
London
Annual accounts drawn up
Directors sign the 2026 accounts, three months after the year end
Madrid
Confirmation statement
Every 12 months, within 14 days of the review date
London
General meeting approves the accounts
Within six months of the year end
Madrid
Accounts filed at the Registro Mercantil
One month after approval, with the beneficial ownership statement
Madrid
Annual accounts to Companies House
Year ended 31 December 2026, private companies
London
Modelo 232 · Related-party transactions
Transactions with related parties in 2026, above the thresholds
Madrid
Corporation Tax return · CT600
Year ended 31 December 2026, filed online
London
Annual accounts drawn up
Directors sign the 2027 accounts, three months after the year end
Madrid
Confirmation statement
Every 12 months, within 14 days of the review date
London
The 2027 Spain–UK tax calendar
Every filing date for companies, freelancers and individuals in both countries. Eight pages, PDF.
Every project is quoted at a fixed fee after a free scoping call. Starting prices, excl. VAT.
Documents
Drop invoices and statements. We tell you what is missing.
Approvals
Review and sign each return before we file it.
Reports
A one-page report every month, in your language.
Illustration. Link the portal you already use from the header and this section.
Cases are described with our clients’ permission. They describe our work, not financial results.
“They found the working capital gap before we signed. That paid for the review many times over.”
Note 8
James W., CFO of a UK software group
“A finance lead two days a month was exactly what we needed between rounds.” — Sofía M., founder of a Madrid logistics start-up · Example testimonial
The monthly brief
New rules and deadlines for Spain and the UK, once a month. No promotions.
10
Before the first call.
Most companies pay a fixed monthly fee. Use the estimator in Note 5, and we confirm the fee in writing after a first meeting.