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).
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
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 >
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 >
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 >
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 >
Director
Joel is a qualified Chartered Accountant and an experienced business adviser with a varied portfolio. He is particularly experienced in looking after family-owned businesses and solicitors’ practices, advising on business management, accounting and taxation, and specialising in solicitors’ accounts, SAR and partnership tax.
Partner
A qualified Chartered Accountant and Chartered Taxation Adviser, James manages a mixed portfolio of business clients, providing solutions to clients’ challenges and supporting them to achieve their goals across audit, accountancy, taxation and business advisory services.
James’s profile >
Senior 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.
Senior 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.
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.
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.
