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.