Jonathan Carter

I joined SRLV in 1999 and became a Director in the Owner Managed Business division in 2019. With a diverse portfolio of clients, I cover everything from real estate to premium hospitality, professional services to pharmacies.

I work closely with my clients to provide expert guidance and support at all stages of their business’s lifecycle, from advising on the preparation of business plans to obtain finance, to introducing the most effective internal systems and controls. With regard to business consulting, I’m there for the smallest queries to the largest and my team and I consistently identify opportunities to add value to a business through efficient tax planning and incentives. These might include ideas such as employee share option schemes to reward and retain staff – a vital element in today’s fast-paced employment environment.

I aim to support my clients on their journey and share it with them – whether they need a sounding board while dealing with the intricacies of complex property acquisitions and sales, or my industry experience when navigating the world of restaurants and premium hospitality.

Being both pre-emptive and proactive is key with owner managed businesses. Our clients trust us to sometimes ask the tough questions in order to avoid potential pitfalls, and to understand the relationships and any sensitivities in family businesses, such as during succession planning.