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

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Steve Govey

Client Partner, Beavis Morgan

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Paul Ashton

Client Partner, Beavis Morgan

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Paul Jackson

Chairman, Beavis Morgan group

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Toby Bain

Client Partner, Beavis Morgan

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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



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



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.