Entrepreneurial & Owner Managed Businesses

Entrepreneurial & Owner Managed Businesses

At Beavis Morgan, we work with entrepreneurial people who have taken the risk to set up and run their own business.

We did the same ourselves and understand the multitude of complexities one faces, as well as the solutions to effectively navigate the road ahead.

Our all-round advice covers both personal and business finances and we work closely with our clients, guiding and mentoring them through the various challenges of each business lifestage.

We work to clearly understand your ambitions and concerns. In this way, we can tailor our advice and provide the right solutions to suit you and your business’ individual needs.

We partner with you for the long-term, using our knowledge and expertise to always seek opportunities to reduce your tax bill, and enhance wealth accumulation and succession planning.

And we’ll always ensure our advice at any stage is focused on your longer-term ambitions.

Our services to entrepreneurs and owner-managed businesses include:

Key Contacts

Peter Drown

Senior Partner, Beavis Morgan group

View profile
Steve Govey

Client Partner, Beavis Morgan

View profile
Paul Ashton

Client Partner, Beavis Morgan

View profile
Paul Jackson

Chairman, Beavis Morgan group

View profile
Toby Bain

Client Partner, Beavis Morgan

View profile

Starting up

 

Preparation of business and financial plans

 

Advice on company formation and structures

 

Establishing sound accounting systems, financial processes and controls

 

Implementing structured compliance and regulatory procedures

 

Planning for tax, including SEIS and EIS tax reliefs for investors

 

Registering for VAT, and selecting the best scheme

 

Providing outsourced payroll solutions

 

Supporting human resources compliance

 

Mentoring and guidance

Growth

 

Developing business and personal strategies

 

Tailoring financial processes and controls

 

Sourcing funding for your growth, including asset finance solutions

 

Research & Development tax credits preparation and processing

 

Access to specialist support and international connections

 

Managing business drivers and key performance indicators

 

Establishing meaningful and timely management accounts

 

Making sure your company is both tax efficient and compliant

 

Overseeing ongoing employee tax issues (freelancers, expenses, leavers)

 

Advising on mergers and acquisitions

 

Designing management incentives and share option schemes (EMI) and other remuneration strategies

 

Succession planning

 

Mentoring and guidance

Maturity

 

Optimising Entrepreneurs’ Relief

 

Conducting regular strategic reviews

 

Advising on mergers and acquisitions

 

Preparing your company for sale or flotation

 

Planning for tax and inheritance

 

Devising succession and exit strategies

 

Mentoring and guidance

Exiting and beyond

 

Identifying and evaluating potential buyers

 

Selling and maximising your value

 

Advising on MBOs and MBIs (including VIMBOs)

 

Counselling for personal financial management, pensions and investments

 

Recommending tax-efficient management strategies

 

Guiding you through the maze of alternatives

It’s not only the nature of your work, but also the lifestage you have reached that will define the kind of advice and
support you need.

At Beavis Morgan, we can help you make critical decisions at each phase of your development cycle, from startup guidance to exit strategies, and everything in between.

Please contact Peter Drown to find out how we can help your business.