Owner-Managed and Family Business Services

Owner-Managed and Family Business Services: Building Your Legacy
Since our establishment in the 1920s, Berry's has been a steadfast partner for owner-managed and family businesses. As specialist accountants and tax advisers, we understand the unique challenges faced by business owners, from balancing family dynamics to ensuring long-term sustainability. Our empathetic, proactive approach has enabled us to serve multiple generations of clients, fostering relationships built on trust, understanding, and shared goals. With a deep commitment to your success, we provide tailored solutions to help your business thrive across sectors such as agriculture, retail, hospitality, manufacturing, construction, and property. Contact us at 01858 467474 or email accountants@berry.uk.com to learn how we can support your business.

‍

A Trusted Partner for Generations
Our core client base has always been family and owner-managed businesses, and we take pride in supporting many clients across generations since our inception. This longevity reflects our ability to build enduring relationships, rooted in empathy and a deep understanding of the challenges business owners face. As a privately-run firm, we share similarities with family businesses, navigating succession, stakeholder needs, and market relevance while staying true to our core values. This perspective allows us to provide advice that resonates with your priorities, ensuring your business remains resilient and future ready.

Comprehensive Services for Your Business
Our services are designed to address the diverse needs of owner-managed and family businesses, supporting both day-to-day operations and long-term aspirations. We offer:

• Business Structuring, Advising on optimal structures to suit direct or indirect involvement, balancing tax efficiency and operational needs
• Remuneration and Retention, Providing strategies for profit extraction, employee retention, and remuneration planning to reward key staff
• Tax Planning, Optimising personal and business tax strategies, including income tax, capital gains tax, and inheritance tax
• Growth Strategies, Supporting expansion through business improvement, financial forecasting, and profit enhancement plans
• Succession Planning, Guiding family businesses through ownership transitions, ensuring wealth retention and smooth generational handovers
• Exit Planning, Advising on business sales or exits to maximize value and achieve your financial goals
• Personal Financial Planning, Offering tailored advice on pensions, investments, and income protection through Berry Wealth Management Ltd
• Financial Forecasting, Creating robust forecasts to support strategic decision-making and profitability

‍

We’ve been instrumental in supporting the growth and successful sale of numerous family businesses, as well as ensuring their sustainability across generations. Our proactive advice helps clients navigate challenges like market shifts, regulatory changes, and family dynamics, delivering measurable results.

‍

Engaging Our Community
We foster collaboration and knowledge-sharing through:

• Events and Seminars: Hosting regular forums to discuss family business challenges, tax updates, and growth strategies
• Community Involvement: Supporting local initiatives and awards to celebrate the achievements of family businesses in Leicestershire and beyond
• These initiatives strengthen our connection with clients and the wider business community, ensuring we remain a relevant and valued partner

‍

A Legacy of Excellence
For over a century, Berry’s has been a trusted advisor to owner-managed and family businesses, combining deep sector expertise with a client-centric approach. Our integration with tax, and corporate finance, ensures a holistic strategy that aligns with your business and personal goals. Whether you’re planning for growth, succession, or an exit, we’re here to help you build a legacy.

Ready to Grow Your Business?
Let Berry’s be your partner in navigating the complexities of running an owner-managed or family business. Our specialist team is ready to provide proactive, commercial advice tailored to your needs. Contact us today at 01858 467474 or email accountants@berry.uk.com to schedule a consultation. Discover how we can help you craft a thriving future for your business and family.

‍