Supporting UK Owner-Managed Businesses

22 July 2025

Insight Sign up
Adam Wildbore

Owner Managed Businesses (OMB) have unique opportunities and challenges. We work alongside our clients to fully understand both their business and the dynamics of the family to plan and protect the future of the business and family wealth.

Our dedicated OMB group has a long-standing history and solid reputation of acting for a significant number of owner managed businesses, ranging from family businesses, sole traders and entrepreneurs, through to limited liability partnerships and limited companies.

ZEDRA’s Adam Wildbore and Mark Pashley share their thoughts on assisting OMBs from start up to managing growth through to succession or exit.  We are uniquely placed to help family businesses achieve their long-term goals.

OMBs go through various stages in their lifecycle, each with its unique financial challenges. That’s why we’re here to provide comprehensive accounting services tailored to your specific needs, no matter where you are in your business journey.

Discover how we can assist your business at every stage of its journey

Startup

Starting a new business is exciting but can be overwhelming. We offer the following services to help you at this stage:

  • Strategy and structure
  • Management Information and Cloud accounting
  • Compliance

Growth

As your business begins to expand, we provide the following services to support your growth:

  • Employer solutions
  • R&D
  • Tax incentives
  • International expansion
  • M&A

Maturity

Once your business has stabilised, we continue to be your trusted advisor:

  • Audit compliance
  • Tax structuring
  • Re-financing
  • Exit routes

Exit

When it’s time to exit your business, we’re here to guide you through a successful transition:

  • Succession planning
  • Inheritance tax planning
  • Trusts, estates and probate
    • this is provided either through our internal SRA regulated law firm, ZEDRA Legal Services (UK) Limited (SRA number 830093) or through our collaboration with a partner law firm
  • Family investment companies

Owner-managed businesses love working with us because we understand the unique needs and ambitions that come with running a business. As an owner-managed business ourselves, we are your partners in financial success.

We know that running a business is your passion, but the challenge of managing finances and the complexity of compliance, tax liabilities and other specialist areas is where we can help.

Let us handle the numbers so you can focus on what you do best – growing your business.

How ZEDRA can help

Our team of UK experts have considerable experience in providing advisory services for owner managed businesses.

To find out more, please contact Adam Wildbore or Mark Pashley.

How Can We Help You?