Family Businesses

Family-run enterprises bring unique rewards and challenges.

As a successful family business ourselves, we understand the dynamics at play and are perfectly placed to guide you.

Why family businesses thrive

Long-term vision, shared values and community focus can set you apart.

However, there are loyalties and emotions that creep into family business operations, which can sometimes complicate decisions.

We help you balance tradition with commercial focus so your business and family relationships are not placed in jeopardy.

Family Business Specialists

Common questions we help you answer

It’s natural to have questions about how to get your business growing and thriving.

Fortunately, we have the answers!

The most common questions we hear are:

  • How do you communicate effectively with all family stakeholders?
  • What’s the best way to recruit, mentor and develop family members?
  • How can working relatives achieve a healthy work-life balance?
  • What’s the optimal share‑ownership structure for family and non-family?
  • How do you incentivise key non-family managers?
  • What’s the right approach to resolving family conflict?

If you have any of these questions, get in touch with our team today to find out the answer!

Our neutral, expert perspective

When emotions run high, an independent adviser brings clarity.

Graham and Chris Lamont, our very own father‑and‑son team, draw on personal experience and specialist training to support all our clients.

This enables us to:

  • Design fair management and shareholding structures
  • Engage non‑involved family members in meaningful ways
  • Create reward systems recognising both family and non-family contributions
Succession planning that strengthens your legacy

Passing the reins requires more than goodwill and needs a lot of careful consideration to preserve both the business and everyone’s feelings.

We help you:

  • Assess the readiness and commitment of next-generation leaders
  • Map out clear, step-by-step transition plans
  • Identify key staff, whether they’re family or not, to ensure continuity in any scenario
Succession Planning for the Family Business
Beyond succession – maximising performance

Our award-winning services keep your business in peak condition, ready for whatever the future brings.

Our full range of services includes:

  • Performance & profit improvement, including benchmarking
  • Strategic tax planning and corporate finance advice
  • Outsourced finance director support and online accounting
  • Asset & wealth management
  • Wills, estate and inheritance tax planning, including trusts

For experts who understand the ins and outs of family-run businesses, speak to our team today!

Find out more about how our Family Business Service can help you

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