Family & Owner Managed Businesses

Introduction

We specialise in the needs of the family and owner managed business (FOMB's). In addition to the traditional services we offer a mix of specialist financial and taxation services that are vital to the development and success of FOMB's. Listed below is a guide to these services

Corporate finance

Raising finance. Business acquisitions and disposals. Investigations and due diligence. Financial reviews. Business planning. Succession planning. Pension planning. Profit and cash flow forecasting. Share issues. Business valuation.

Taxation

Inheritance tax planning. Retirement planning. Personal tax planning. Business tax planning. VAT compliance and planning services.

Financial planning

Pension planning. Investment advice. Business protection insurance.

Business management

Management advice. Management accounting. Compliance services.