Project Description

Family businesses

As recognised family business advisers, we support family business owners – across generations – in finding and navigating the best course for their businesses (and their families).

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Family businesses sector - Sagars Chartered Accountants & Business Advisers

We support family business owners in finding and navigating the best course for their businesses.

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Our specialist family businesses service includes:

  • Developing a family business code – by conducting individual interviews and questionnaires with key stakeholders, combined with a series of facilitated discussions, we work with family businesses to develop a tailored family business code

  • Succession planning – when the principles of succession planning are clear, we can advise on the tax implications and help you to act to optimise the tax position for the family

  • Supporting the next generation – we can provide specific training or act in a more general and wide-ranging mentor role for the next generation of (family or non-family) business leaders

What our clients say

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Trusted advice and support

Susan Seaman
Susan Seaman
Charities & Not-for-Profits Partner
Susan provides audit, accounting, taxation and business advisory services to small and medium-sized limited companies, pension schemes, charities and not for profit organisations. Susan's profile >
Kevin Hoult
Kevin Hoult
Audit & Assurance Partner
Kevin is an FCA qualified accountant with lots of experience in dealing with owner-managed businesses. He works with the business client team at Sagars, looking after a portfolio of diverse clients with a focus on larger companies and complex groups. Kevin's profile >
Kate Naylor
Kate Naylor
Tax Partner
Kate works with businesses and their owners on tax strategies and mitigation, looking at business and personal tax structures to achieve long term goals. Kate's profile >

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