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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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 >
Paul Lodder
Paul Lodder
Tech Partner
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 >

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