Owner-managed businesses

Accountancy and advice for owner-managed and family businesses

Call on joined-up support, make strategic plans, or simply check in with an expert friend

Managing your own business can feel like a lot of responsibility. So much depends on the decisions you make – all while you’re keeping your day-to-day work running smoothly.

After 104 years of supporting owner-managed and family businesses, we see four ways we can share your load. The first, and most important, is to get to know you – so you can check in and get a knowledgeable second opinion.

Second, we’ll support your core team with wraparound services and expertise. Whatever crops up – from import regulations to cybersecurity standards – we have technical specialists in house, so you’re not constantly repeating yourself.

We can also help you keep an eye on your strategic goals. Regular checkpoint meetings can give you the space to track your progress; it’s hard to work on your business, when you’re working in the business.

And finally, we can look out for the things you haven’t had time to think about. Spotting opportunities and challenging you too, when you need it. Especially if there are many voices, managers, or family members to balance, an experienced outside perspective can make all the difference.

“PKF Francis Clark and especially James have been instrumental in our success, their advise and support has been invaluable and certainly made changing direction much less daunting. Working with PKF Francis Clark also has the feel of also dealing with a family business. Their advice is always valuable allowing us to make the decisions required to grow and change a business especially in times when tax law is constantly changing. Having PKF Francis Clark working with us allows us to concentrate on the business, not having to worry about our tax affairs as they have them all covered, a great feeling for any business owner.” Verdun Bailey, Managing Director, Ambassador Pools Ltd

A tailored service, as unique as your business

The business you run is as individual as you are. And because no two owner-managed companies are alike, we’ll give you a flexible, tailored service with as much or as little support as you need.

In short, every option is open, and every angle’s covered – so you’re free to make great decisions, and pursue your business goals. For instance:

  • Statutory accounts, corporation tax and VAT returns

  • Director tax returns and advice

  • Financial planning and pensions

  • Finance and funding guidance

  • Succession planning and exit options

  • Dedicated payroll support and international mobility

  • Import and export guidance and VAT support

  • Cybersecurity accreditation and standards

Making the most of your family business

If you work with your family, you’ll know the unique opportunities and challenges this brings. Many strengths and ideas, but sometimes also different points of view – and the pressure to get the best results for all of you.

Throughout our journey, we’ve helped thousands of family businesses to flourish. That could mean passing the reins to a new generation, or finding the most beneficial way for someone to move on and explore something new. There are more exit options now than there used to be.

Often, it helps to simply have a sounding board you all know and trust – so everybody’s heard, and your company can get the best from everyone. Because ultimately, a family can never truly be “just business”.

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Meet the owner-managed and family business experts

Tom Roach

Partner and head of hospitality & tourism sector

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Let’s start the conversation

If you’d like to experience a more collaborative approach to accountancy and business advice, let’s chat about what your company needs.