Owner managed businesses

Running an owner-managed business - whether you're starting out on your own for the first time or are the latest in a long line of generations to take the reins - means that you are constantly juggling dozens of different demands.

That's why you need advisers you can trust to help you run your owner-managed business in the most cost-effective and efficient way, identify and make the most of new opportunities and to plan for the future, so that your business can continue to develop and grow in the longer-term.

HB&O Chartered Accountants and Financial Advisers in Leamington Spa, Coventry and Warwickshire are the advisers you are looking for.

As owner-managers ourselves, we're able to add the value of our first-hand knowledge of running this type of business to the expertise of our Leamington Spa and Coventry accountancy, business advisory, tax and Independent Financial Adviser teams to provide comprehensive support, tailored to your specific needs.

We'll help to free up your time, so that you can concentrate on running and building your business, by dealing with day-to-day financial issues, including bookkeeping, payroll, VAT and improving your accounting systems.

If your business needs are more complex, we offer audit and company secretarial support, as well as business advisory expertise to assist with business development, profit improvement and business strategy and planning.

Our membership of DFK International, one of the world's largest associations of independent auditing, accounting and consulting firms, also means that if you're involved in international business, we have access to DFK member offices around the world that offer invaluable local knowledge and the same client-focused approach as we do.

We can use our experience in raising finance to help you if you're planning investment and growth and support you every step of the way with mergers, acquisitions and sales, including corporate finance.

Because your business and personal lives are so closely linked, we'll look at the bigger picture when it comes to wealth management, estate planning and the comprehensive advice offered by the Independent Financial Adviser team at HB&O Financial Services.  We'll also help you if the family relationships become strained due to conflicting priorities within or without the business.

When it comes to passing on your owner-managed business, whether it's to the next generation or through an in-house takeover or external sale, we'll also make sure your succession planning starts well in advance so everything is in place for a smooth transition.