1 minute read
PE- Backed CFO Roundtable Lunch
- Tuesday 28th January
- 12.00pm- 15.00pm
- Bocca Di Lupo. London
PRIVATELY OWNED
Accelerating growth for privately owned businesses. Secure the future of your business.
Get In Touch
As a privately owned and managed business, your drive to succeed is fuelled by your entrepreneurial spirit. You’re not just running a business; you’re building your dream, and every decision you make is geared towards taking it to greater heights. However, navigating the complex landscape of business ownership can be daunting, especially when you’re aiming for growth and expansion. Finding the right type of funding can be challenging – whether that’s in the form of private equity or alternative investment. Or maybe you’re looking to exit your business. Whatever stage you and your business are at there’ll be complex considerations to be made.
At Cooper Parry, we understand the unique challenges faced by privately owned businesses like yours. We don’t just offer cookie-cutter solutions; we provide tailored advisory services designed to meet your specific needs and propel your business forward.
PIN DOWN YOUR BUSINESS AND PERSONAL GOALS
The foundation of any successful business strategy lies in clarity of goals. Don’t get lost in the day-to-day operations and lose sight of the bigger picture. At Cooper Parry, our first step is always to sit down with you and understand your vision and objectives. Both for your business and your personal life. Your business goals will be deeply intertwined with your personal aspirations. Whether it’s achieving financial independence, creating a legacy for your family, or simply finding a better work-life balance, we take the time to understand what drives you. We want to help you make life count.
WHY CLIENTS LOVE US
Expert Tax Advice and Planning
Taxes are an inevitable part of running a business, but they don’t have to be a burden. With the right tax strategy in place, you can minimise your tax liability and optimize your financial position. This is where our team of experienced accountants and tax advisors comes in.
We understand the complexities of the tax landscape that owner-managed businesses face. From navigating changing tax laws and regulations to identifying opportunities for tax savings and tax reliefs. We leverage our expertise to ensure that you’re always in compliance and maximising your tax efficiency. Both for your business and your personal tax position.
If you’re looking to expand and grow or maybe even exit your business, we can make sure your business is correctly structured when it comes to tax. Whether it’s strategic tax planning to minimise your personal tax burden or meticulous preparation of tax returns to avoid costly errors, we handle every aspect of your tax affairs with the utmost care and attention to detail. Our goal is to provide you with peace of mind, knowing that your finances are in good hands so you can focus on what you do best – growing your business.
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HOW COOPER PARRY CAN HELP
We can provide outsourced business services to support your finance needs. Freeing up your time, becoming an extension to your finance team as much or as little as needed. A service tailored to you.
Our specialist Deals team can offer support and guidance it you’re looking to buy or sell a business. They can help you realise an investment or raise a new funding. They can advise you through every stage of the transaction. Helping you access private equity or alternative funding sources.
Our Legal team can help with the legal aspects relating to any acquisitions or eventual sale of your company. Ensuring both buyer and seller go through a painless process.
And our wealth management team support business founders who are planning for the future. Particularly if they plan to exit the business and need a steer on how to manage their personal finances.
If you choose to work with us, you’ll get a happy, engaged team that will grow and develop with you. They’ll build up a comprehensive knowledge of your business. Using this to continually improve the efficiency of our advice, tax and accountancy services to you.
We build partnerships with our clients. Helping businesses like yours define the vision, set long-term goals, and access the funding needed to grow. With our comprehensive advisory services and personalised approach, we’re committed to helping you achieve your dreams and build a brighter future for yourself and your business.
Let’s talk today
Want us to call you? Let’s start a conversation!
Katie Warrington
Partner and Regional Head of Audit - Midlands
Get in touch with Katie Warrington
UPCOMING EVENTS
1 minute read
MANAGING INTERNATIONAL TAX RISK FOR YOUR SCALE UP
- Tuesday 28th January
- 1pm-2pm
- Online
2 minute read
The Balancing Act: Juggling Profit & Purpose
- Thursday 30th January
- 9.00am - 13.00pm
- Sky View, East Midlands
1 minute read
RETAIL FINANCE FORUM
- Wednesday 26th February
- 09.30pm- 13.30pm
- Sky View, Cooper Parry
LATEST NEWS
REVIEWS
ROBERT, DEC 24
“Prompt service.”
"Good to hear."
JACK, DEC 24
“Clear and concise advice from Candice. 5 Stars!”
"Excellent to hear this."
JACK, DEC 24
“Great clear concise service.”
"Thanks Jack."
JUDITH, DEC 24
“Efficient, friendly service “
"Great to hear Judith."
LIZ, DEC 24
“Although new clients to Cooper Parry therefore the audit took longer than we would like, Tara, Steph and their team have been very good in onboarding us and guiding us through it. Communication has been good between us and CP, and we have now worked out a schedule for the 2024 accounts audit which should mean it will be completed earlier.”
"Thanks for feeding back and working with us to ensure we wow you next year."
CHRIS, DEC 24
“Good team, very responsive.”
"Lovely to hear Chris."
PHIL, DEC 24
“Pragmatic on audit approach, supportive on working through technical areas and overall managed to achieve the deadline. Areas of improvement would be communication to ensure we are all aligned on work requirements, deadlines to work around holidays etc. and where each entity is up to in the audit process so we feel assured we are on track.”
"We really appreciate this feedback and will definitely step up and work on that communication."
HETAL, DEC 24
“The audit was well run with a pragmatic approach where needed. The presentation of the results was also well managed. “
"Fab to hear this, thanks."
JAMES, DEC 24
“Regarding the audit process, we found no specific areas requiring improvement. Throughout the audit, the regular calls and discussions proved highly productive, with responses that were clear, concise, and any queries were resolved promptly. There was continuity within the team with Steph and Hannah who were approachable. There were no instances of duplicated information that would necessitate additional work to be undertaken. Completed by the Plan Secretary on behalf of / with collaboration from the Trustee. “
"Lovely feedback, thanks James."
PETE, DEC 24
“Very quick and efficient in responses and extremely effective in dealing we have had so far.”
"Awesome to hear this."