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

John Beevers
John Beevers
Professional Practices Partner

A Chartered Accountant, Chartered Tax Adviser and an ICAEW Solicitors’ Special Interest Group committee member, John specialises in advising growing businesses and professional practices.

John’s profile >
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.

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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 >
Joel Topham
Joel Topham
Senior Manager

Joel is a qualified Chartered Accountant with a varied portfolio, and is particularly experienced in looking after solicitors’ practices. He advises on solicitors’ accounts, SAR and partnership tax, whilst also providing business management, accounting, audit and taxation advice to solicitors practices.

James Hunt
James Hunt
Senior Manager

A qualified Chartered Accountant and Chartered Taxation Adviser, James manages a mixed portfolio of business clients including, providing solutions to clients’ challenges and supporting them to achieve their goals across audit, accountancy, taxation and business advisory services.

Sarah Durkan
Sarah Durkan
Senior Manager

An experienced and qualified accountant, Sarah provides accounting, taxation and business advisory services to owner-managers of small and medium sized companies and solicitors practices. She is particularly experienced in providing monthly management accounts and cash flow forecasts to clients, whilst supporting them with a range of business management challenges.

Richard Carrick
Richard Carrick
Manager

Rich is experienced in supporting high profile and owner managed businesses across a wide variety of sectors, providing tech, business management, accounting, audit and taxation advice to help his clients achieve their goals.

Alexandra Hazlerigg
Alexandra Hazlerigg
Manager

Alexandra manages a portfolio of clients across a variety of industries and sectors, supporting them to achieve their business and personal goals by providing audit, accounting, tax and bespoke advisory services. A Chartered Accountant, Alexandra is also an experienced member of our cloud accounting team, with certifications for a variety of cloud solutions, and has particular expertise in bookkeeping and management accounting.

Margaret Middlemass
Margaret Middlemass
Senior Manager

A cloud accounting expert, Margaret specialises in providing audit, accounting and tax advice to smaller limited companies, unincorporated businesses and sole traders across a range of industries.

Neil Banks
Neil Banks
Senior Manager

A qualified Chartered Accountant, Neil supports clients with audit, accounting, corporate tax and business advisory services to help them solve their challenges and achieve their goals.

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