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).
We support family business owners in finding and navigating the best course for their businesses.
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
Trusted advice and support
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 >
Susan provides audit, accounting, taxation and business advisory services to small and medium sized limited companies, pension schemes, charities and not for profit organisations. She has extensive knowledge of accounts preparation and statutory audit work and advises on related corporation tax and income tax matters. Having qualified as a Chartered Accountant and Chartered Taxation Adviser with a national firm, Susan joined Sagars in 1998 and recently became a partner. She is a member of the ICAEW’s Charity and Voluntary Sector special interest group and is responsible for our graduate recruitment and on-going professional development programmes. Susan likes to spend her time away from Sagars in the great outdoors - cycling, walking and gardening in the summer months and standing on junior football touchlines in the winter months…she’s also a very dedicated mum. Favourite song: One, U2
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 >
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. A Chartered Accountant and Economics graduate from Liverpool University, Kevin joined Sagars in 2006. Specialising in advising growing businesses of varying sizes across a range of industry sectors, Kevin has extensive knowledge of general audit work and particular expertise in working with groups of companies on complex audit matters, also providing tailored support to clients with overseas subsidiaries. After a hard day at the office (in Leeds), Kevin likes nothing more than to pull on his trainers and run home (to Huddersfield) … as a warm-up for the 100 mile challenges that he "enjoys" on a weekend! Favourite book: Life of Pi, Yann Martel
As tech partner at Sagars, Paul spends a lot of time ensuring that Sagars has the best cloud accounting offering to help make an even bigger difference to clients.Paul's profile >
As tech partner at Sagars, Paul spends a lot of time ensuring that Sagars has the best cloud accounting offering to help make an even bigger difference to clients. Paul helps his clients to get the most out of their businesses by providing commercial, strategic, business and tax advice to solve a variety of business challenges, enabling them to concentrate on other business matters. Heading up our cloud accounting offering, he is also responsible for identifying the most useful cloud solutions and ensuring that our clients benefit from the efficiencies and improved financial information that this new technology can deliver. Graduating with a Biology degree from York University, Paul joined Sagars in 1999, qualifying as a Chartered Certified Accountant in 2003. He was promoted to manager in 2005, achieved senior manager status in 2008 and recently became a partner. Outside of work Paul is a whiff whaff king - challenge him at your peril. Favourite place: New Zealand
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