Business Details
23 Years
experience
Specialist Accountants for Business Succession Planning
We are an experienced firm of accountants specialising in working with mature business owners, particularly those leading family-owned enterprises. Our expertise lies in taxation, succession planning, and holistic financial management, ensuring both business and personal wealth are optimised. We maintain rigorous client criteria, requiring businesses to be well-established with annual profits exceeding 100,000 and utilise modern cloud accounting systems.Our team of experts, with over 100 years of combined experience, delivers tailored advice on share ownership structures, management buyouts, and tax-efficient business exits. We prioritise long-term relationships, operating with transparency and integrity while providing comprehensive support through our extensive network of referral partners in finance, legal, and HR sectors.
Services
Succession Planning
Taxation Advice
Cloud Accounting
Share Ownership
Management Buyouts
Family Business Advisory
Wealth Management
Details
- Year established: 2003
Highlights and features
- We offer 100+ years of combined experience advising business owners on complex financial matters.
- Our fixed annual fee model provides transparent, predictable accounting costs.
- We specialise in tax-efficient succession planning for family-owned businesses.
- Our team maintains ACCA accreditation and Xero partnership status for technical excellence.
- We provide holistic financial advice covering both business operations and personal wealth.
Associations and certifications
- Xero
- Association of Chartered Certified Accountants
Services
Succession Planning
We specialise in creating tax-efficient exit strategies for business owners through share options and management buyouts. Our expertise ensures smooth transitions while maintaining business continuity. We provide tailored advice for family-owned enterprises navigating complex ownership transfers.
Taxation Advice
Our tax specialists deliver strategic guidance on corporation tax, capital gains, and inheritance tax matters. We focus on legitimate tax minimisation while ensuring compliance with HMRC regulations. Clients benefit from ongoing advisory support tailored to their business structure and personal circumstances.
Cloud Accounting
We implement and manage cloud-based accounting systems using Xero, Dext, and Fluidly platforms. Our services include bookkeeping, real-time financial reporting, and system integration. Clients gain 24/7 access to accurate financial data through secure, scalable digital solutions.
People
Andy Scott
Managing Director
40-year tax advisory expert specialising in business growth strategies. ACCA-qualified with 22 years leadership experience at Kirkpatrick & Hopes. Focuses on long-term client relationships and holistic financial planning.
Andrew Gray
Chairman
40-year industry veteran specialising in succession planning for family businesses. Former business owner with extensive experience in intergenerational transfers and employee ownership structures. ACCA-qualified governance expert.
Ness of Brodgar
Workplace Therapy Dog
Provides emotional support in office environment. Certified therapy dog with 8 years of service. Enhances workplace wellbeing through animal-assisted therapy during office hours.
Questions
What is your core specialism?
We specialise in accountancy and succession planning for mature business owners, particularly family-owned enterprises preparing for ownership transitions.
What accounting software do you support?
We are Xero accredited partners and work with Dext, Fluidly, and other cloud accounting platforms to deliver modern financial management solutions.
How are your fees structured?
We operate a fixed annual fee model covering all core services, with payments made by monthly direct debit for predictable budgeting.
What client criteria do you require?
Clients must be UK-based, operate profitable businesses (£100k+ annual profits), and use up-to-date cloud accounting software with regular bookkeeping updates.
