Kirkpatrick & Hopes

At Kirkpatrick & Hopes, we understand that for mature business owners, personal finance and wealth are inseparable from the success and sustainability of your business. We are committed to providing tailored solutions to empower you to navigate financial complexities and achieve your business and personal goals.

Who We Are

Our team of experienced accountants is led by skilled professionals with an average tenure of 11 years. We are passionate about working with family-owned businesses and advising on succession planning, employee ownership, and tax-efficient business exits.

Our Approach

We take a holistic approach to wealth management, considering the interplay between your business, personal finances, and wealth goals. Our personalized consultations involve:

• Comprehensive review of your financial situation.
• Tailored recommendations for succession planning, including share options, management buyouts, and employee ownership structures.
• Guidance on tax optimization strategies and risk mitigation measures.

Services Offered

Our extensive service offerings include:

• Taxation: Expertise in all aspects of business and personal taxation, ensuring compliance and maximizing deductions.
• Succession Planning: Comprehensive guidance on transferring ownership, including shareholder agreements, employee incentive plans, and tax planning.
• Business Valuation: Accurate assessment of your business value for succession planning or financial transactions.
• Financial Planning: Creation of a tailored financial roadmap to achieve your business and personal financial goals.

Client Focus

Our selective approach to client onboarding ensures that we work with mature business owners who value:

• Integrity and honesty in business and financial dealings.
• Transparency and open communication.
• A commitment to long-term planning and executing strategies for success.

Conclusion

If you are a mature business owner seeking comprehensive financial guidance and personalized attention, contact Kirkpatrick & Hopes today. Our team of experts is dedicated to empowering you to achieve financial success and secure the future of your business and wealth.