Owner Managed Business Division

Running a business brings a multitude of demands, from core compliance to planning long-term growth. Our portfolio of owner managed businesses is wide ranging in both size and structure, from entrepreneurs and family businesses, to partnerships, sole traders and LLPs with UK and overseas interests.

Growing with you, from start to finish

Whilst each company has its own particular priorities and challenges, our owner-managers are united in their drive and ambition. We support them through the lifecycle of their business, adapting our support to their stage – from start-up, through managed growth and any acquisitions to maturity and eventual planned exit.

With clients in industries from arts and professional services to luxury retail, advice is extensive, including day to day accounting, cashflow management, VAT and wider tax planning. Retaining and rewarding key staff is key, as is structuring the way in which property is held; strategic consultancy helps owners to devise and execute a realistic growth plan.

We are always here as a sounding board, interested and invested from the very beginning.

I have a lot of clients who’ve been with me since they were young. I’ve held their hands in some ways, helping them to make the big decisions and better their companies. We’ve become friends.

Lutfy Ossman | Partner | Owner Managed Business Division

Considering all financial & tax aspects

While many of our client’s businesses are under the audit threshold, we collaborate closely with the Corporate Division where a statutory audit is required or there are international considerations. We also partner with the Private Client Division on cash extraction and the personal tax needs of directors and family businesses, which often includes property and non-residency issues.

Related Industries

Diverse practical experience of managing complex family and owner managed business issues in a number of industries enables us to provide astute commercial insight and exceptional efficiency.

Long-term working partnerships

The size of SRLV keeps client service partner-led and personalised. We shape the strongest team with the right match of industry knowledge, technical expertise and personalities for your particular needs and challenges.

This team becomes integral to the day to day running, decision-making and strategic direction of your business. This is how we forge a long-term relationship of total trust.

Get in touch

Whether you have a particular financial issue to discuss, would like more information about our services or are interested in joining our team, please do get in touch. We’d love to hear from you.