Privately Owned Business Services

We passionately support privately owned businesses in achieving their goals

A healthy economy is built on businesses like yours. That's why we're so passionate about helping you realise your full potential. We're here to give you the information and advice you need to make profitable decisions throughout the lifetime of your business - and beyond.

Our approach

In the UK, we work with over 13,000 start-ups, family-owned, medium-sized and large privately owned businesses utilising the expertise of professionals across 16 locations.

We provide more than just a set of services; we build long-term relationships, formed on a deep understanding of your business and personal needs, helping create the kind of legacy you dream off.

Whether you're looking to comply with employment and tax law, seeking funding and acquisition advice, focus on digitising your processes, managing the tax implications of exit planning, or building your own personal wealth, we can help, whatever your location, industry or objective.

Our services

Compliance services

  • Audit and assurance
  • Personal tax 
  • Corporate tax 
  • Statutory accounting
  • Financial outsourcing
  • Payroll

Financial advisory

  • Corporate finance
  • Merger & acquisitions
  • Transaction services
  • Restructuring
  • Business exit
  • Tax advisory

Business management services 

  • Strategic business planning
  • Business consulting
  • Technology consulting & assurance
  • People and processes

Private client services

  • Wealth management
  • Financial planning
  • Personal tax

Focused on what matters: Introducing the Optimize platform

To give you greater confidence in your business and the decisions you're taking, we have developed Optimize: our business diagnostic and benchmarking platform. 

If you are seeking to put in place an actionable business strategic plan, improve performance or boost profitability, please get in touch to arrange a 30-minute free consultation with one of our advisors.

Adapt, evolve and prosper: Our Reshape Programme

Prepare your business for the future. Our Reshape Programme has been developed to support businesses through challenging times. 

We can help if your company has been impacted by the current pandemic, you're exploiting new opportunities, or simply looking to build your business for the future. 

Our programme provides you with a bespoke 2-3 year framework, covering short, medium and long-term actions.  

You'll receive everything you need to future-proof your business, including financial forecasts and KPIs. You'll also receive ongoing support from our specialist advisors, who will work with you throughout the programme and beyond.

Our goal is to help you achieve success, both in business life and beyond.

Get in touch

Subscribe to our Privately Owned Business newsletter

Private business newsletter bannerv2