Family business diagnostic Services

To plan for your personal financial affairs in the most effective way, we take a joined-up approach. We consider the tax, legal and financial planning aspects of every scenario. We have partnered with a team of lawyers and independent financial advisers to bring the best possible solution.

The needs and challenges of any business, and business owner, constantly change, and likewise, business advice should be an ongoing process rather than a single moment in time.

Our forensic accounting specialists explore and analyse information to help with processes including asset tracing, dispute resolution and fraud investigation.

Family-owned businesses have unique opportunities and challenges. We work alongside our clients to fully understand both their business and the dynamics of the family to plan and protect the future of the business and family wealth.

From start up to managing growth through to succession or exit, we are placed to help family businesses achieve their long-term goals.

How can I reduce my personal tax liability?

How can I exit my business without a break?

How do I pass my business to my children?

Our team possess experience in helping family businesses including:

- Developing the next generation to take the reins.

- Tax efficient solutions to succession.

- Wealth diversification.

- Pension and retirement planning.

- Family remuneration and share ownership structures.

- Incentivisation for key non-family employees.

- Managing conflicts.

- Funding family commitments.

- Inheritance tax advice including the availability of reliefs such as Business Property Relief.

- Protecting your business and family with insurance.

Professionalising the business

Personal Retirement Planning

Governance and Succession

Succession planning and Profit Extraction

From our work with family businesses, we have identified key factors that successful family businesses excel in. Use our diagnostic to find the top three strengths and weaknesses in your family business.

In this diagnostic, we focus on:

1. Professionalising the business

2. Governance

3. Succession planning

4. Personal retirement planning

5. Contingency planning

6. Communication and conflict

The questions are reasonably quick to complete and we encourage you to answer as honestly as possible in order to get an output that accurately reflects your position. By the end of the diagnostic, you will be provided with your top three strengths and weaknesses. If you do not select any areas of weakness, our diagnostic will helpfully suggest areas of development for you to consider based on your scoring.

Are you worried about your family finances?

A Joined-up approach

Identify key factors that successful family businesses excel in

Strategic Advice

Get to grips with the complexities of regulatory environment

Business Intelligence

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Value for money (VFM)

Hybrid skills of owner managed business experience

Understanding You