Who we are
We are an established firm of accountants, dedicated to working with business owners to make their businesses even more successful and profitable than they already are. And when they’re ready, we help them exit their business in the most tax efficient way – usually via share options and management buyouts.
I love coming up with innovative ways of helping our high net worth clients achieve tax-efficient outcomes
Andrew Gray
Chairman
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I get a real kick out of helping our clients to manage their businesses and affairs in the most tax efficient way.
Andy Scott
Managing Director
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Our Approach
We select our clients carefully, limiting the numbers, so we can dedicate ourselves to the clients we do have. For us it’s all about personal rapport and building long-term relationships of trust.
Many of our clients are successful family businesses, where the owner wants to pass their business on to family members or employees tax-efficiently via share options or management buyouts. This is our speciality.
We are familiar with the subtle nuances, delicate issues and complex dynamics that can exist in family businesses. Beyond the numbers we work with family members to navigate the difficulties and complexities that can arise.
Succession planning for forward-thinking business owners
Employee ownership gives you greater financial security, enables you to give up those aspects of running a business that you’ve grown tired of and allows you to “Do More of What You Love”.
Succession planning guide »