Entrepreneurial / Owner managed Business

At Beavis Morgan, we work with entrepreneurial people who have taken the risk to set up and run their own business. We did the same ourselves and understand the multitude of complexities one faces, as well as the solutions to effectively navigate the road ahead.

Our all-round advice covers both personal and business finances and we work closely with our clients, guiding and mentoring them through the various challenges of each business lifestage.

We work to clearly understand your ambitions and concerns. In this way, we can tailor our advice and provide the right solutions to suit you and your business’ individual needs.

We partner with you for the long-term, using our knowledge and expertise to always seek opportunities to reduce your tax bill, and enhance wealth accumulation and succession planning.

And we’ll always ensure our advice at any stage is focused on your longer-term ambitions.

Our services to entrepreneurs and owner-managed businesses include:

Starting up

Preparation of business and financial plans
Advice on company formation and structures
Establishing sound accounting systems, financial processes and controls
Implementing structured compliance and regulatory procedures
Planning for tax, including SEIS and EIS tax reliefs for investors
Registering for VAT, and selecting the best scheme
Providing outsourced payroll solutions
Supporting human resources compliance
Mentoring and guidance 


Developing business and personal strategies
Tailoring financial processes and controls
Funding your growth, including asset finance solutions
Research & Development tax credits preparation and processing
Access to specialist support and international connections
Managing business drivers and key performance indicators
Establishing meaningful and timely management accounts
Making sure your company is both tax efficient and compliant
Overseeing ongoing employee tax issues (freelancers, expenses, leavers)
Advising on mergers and acquisitions
Designing management incentives and share option schemes (EMI) and other remuneration strategies
Succession planning
Mentoring and guidance


Optimising Entrepreneurs’ Relief
Conducting regular strategic reviews
Advising on mergers and acquisitions
Preparing your company for sale or flotation
Planning for tax and inheritance
Devising succession and exit strategies
Mentoring and guidance

Exiting and beyond

Identifying and valuing potential buyers
Selling and maximising your value
Advising on MBOs and MBIs (including VIMBOs)
Counselling for personal financial management, pensions and investments
Recommending tax-efficient management strategies
Guiding you through the maze of alternatives

It’s not only the nature of your work, but also the lifestage you have reached that will define the kind of advice and support you need.

At Beavis Morgan, we can help you make critical decisions at each phase of your development cycle, from startup guidance to exit strategies, and everything in between.

Please contact Peter Drown in the first instance to find out more about how we can help you and your business.