Business Details
Trusted Accountants for Family Business Succession Planning
We are an experienced firm of accountants dedicated to working with mature business owners. Our focus extends beyond traditional accounting to encompass holistic financial management, ensuring both business and personal wealth are prioritised. Specialising in succession planning, we guide family-owned businesses through tax-efficient transitions, including share options and management buyouts. Our team combines over 100 years of expertise, offering tailored advice on commercial finance, legal matters, investment strategies, and human resources.We maintain rigorous client selection criteria, ensuring alignment with our values of integrity, professionalism, and social responsibility. By integrating cloud accounting software and fixed-price agreements, we provide transparent, client-centric solutions. Our commitment to continuity is reflected in our long-standing team, with an average tenure of 11 years, guaranteeing expert service and reliability.
Services
Taxation
Succession Planning
Cloud Accounting
Fixed Price Agreements
Employee Ownership Advice
Highlights and features
- We have over 40 years of combined experience advising business owners.
- Our client selection ensures alignment with our values and expertise.
- We take a holistic approach to business and personal financial planning.
- We offer fixed annual fees with transparent, all-inclusive pricing.
- Our team has an average tenure of 11 years, ensuring continuity.
Associations and certifications
- Xero
- Association of Chartered Certified Accountants
What people say
Expert succession advice
Transparent fixed fees
Long-term team continuity
Holistic financial approach
Client-focused values
Services
Taxation
We provide comprehensive tax planning and compliance services tailored to mature business owners. Our expertise includes corporate tax, personal tax, and VAT strategies, ensuring legal compliance while optimising tax efficiency. With a focus on long-term financial health, we help clients navigate complex tax landscapes and implement sustainable solutions.
Succession Planning
Specialist advice for transferring business ownership through share options or management buyouts. We ensure tax-efficient transitions for family-owned enterprises, addressing legal, financial, and emotional complexities. Our approach safeguards legacy while maximising value for stakeholders.
Cloud Accounting
Integration and management of cloud accounting software like Xero, Dext, and Fluidly. We streamline financial processes, enabling real-time reporting and data-driven decisions. This modern approach enhances accuracy, accessibility, and collaboration for business owners.
Fixed Price Agreements
Predictable annual fees covering all accounting services, including bi-annual meetings. Clients benefit from cost certainty and value-driven support without hidden charges, fostering trust and long-term partnership.
Employee Ownership Advice
Guidance on implementing employee ownership models to enhance business stability and succession. We design share ownership structures that align with strategic goals, promoting loyalty and financial security for owners and employees alike.
People
Andy Scott
Managing Director
With 22 years of leadership, Andy focuses on strategic business growth and tax planning. His expertise spans annual accounts, payroll, and holistic financial management for business owners.
Andrew Gray
Chairman
A 40-year veteran in succession planning, Andrew specialises in intergenerational business transfers. His dual perspective as a business owner and advisor ensures practical, tax-efficient solutions for family enterprises.
Chris Maffey
Accounts Manager
17-year veteran managing client accounts with expertise in cloud software integration. Chris ensures accurate financial reporting and compliance for business owners.
Teresa Wells
Accounts Manager
18 years of experience in financial management and client advisory services. Teresa supports business owners with strategic accounting and succession planning.
Gary Wildey
Accounts Manager
13 years of expertise in business accounting and tax compliance. Gary provides tailored financial solutions to ensure client business stability and growth.
Questions
What type of businesses do you work with?
We specialise in mature, UK-based family-owned businesses with annual profits of £100k+ seeking strategic financial and succession planning.
How do you charge for your services?
We use fixed annual fees covering all services, paid via monthly direct debit, ensuring cost predictability and transparency.
What accounting software do you support?
We primarily work with Xero, Dext, and Fluidly, requiring clients to use up-to-date cloud accounting systems for real-time financial management.
Do you offer 24/7 client support?
While we don't provide 24/7 services, we share personal mobile numbers for urgent client communication during working hours.
How do you handle business succession planning?
We specialise in tax-efficient exits via share options and management buyouts, addressing family business dynamics and long-term legacy planning.
What sets you apart from other accountants?
Our client selection process ensures alignment with our expertise, combined with a holistic approach to business and personal financial strategy.
