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Accountants for Owner-Managed Businesses

Specialist Advice for Owner-Managed Businesses In the South West

Owner-Managed Businesses

Overview

Accountants & Financial Advisers for SME’s & Owner-Managed Businesses

From start-ups to scale-ups, sole traders, family businesses, and entrepreneurs, owner-managed businesses come in all structures and sizes, each facing unique challenges. Just like the businesses, those who lead them all have their own aims and ambitions.

At Old Mill, we recognise that all business owner’s aspirations are individual to them, which is why we focus on building long-term relationships with clients and gaining an understanding of your personal aims as well as your business objectives. Once we have a full picture of what you want to achieve, our Owner-Managed Businesses team can collaborate with you to help you realise those goals.


Comprehensive Financial Services

Alongside all the accountancy services you would expect – such as tax planning, Value-Added Tax (VAT) returns, bookkeeping, payroll services, and compliance – we can help you to plan for future business growth using cash flow modelling and financial planning strategies. If you’re looking to expand your owner-managed business through mergers and acquisitions, or seeking investment to take your company to the next level, our corporate finance team is on hand to guide you through the process.


Succession Planning and Business Transitions

You may be considering handing over the reins via a business sale or succession; our experienced staff will collaborate with you to secure the best outcome for you and your owner-managed business. And when you do decide to take a step back and enjoy the rewards of years of arduous work, we can help you to plan for long-term financial security.


Tailored Service for Your Business Needs

We deliver an individually tailored service to owner-managed businesses across the South West, providing peace of mind while meeting all your personal and professional financial needs. Whatever your aims and aspirations – for yourself and your owner-managed business – we look forward to helping you achieve them.

To chat to us about your plans, get in touch with our Owner Managed Business team or book an appointment at one of our offices in ExeterWellsChippenham and Yeovil.


Jolyon Stonehouse. Head of Owner Managed Businesses.

Head of Owner Managed Businesses Jolyon Stonehouse

“Old Mill have always challenged what we’re doing and why we’re doing it, and made us answer difficult questions of the business, and even ourselves. The fact that we still rely on that after 17 years speaks volumes.”

Ben Tupman, MD, Westbury Packaging



Mark Neath, CEO and Corporate Finance Partner at Old Mill
Our People Mark Neath CEO, Corporate Finance Partner

Mark Neath is Chief Executive Officer at Old Mill, based in Exeter. Appointed in 2024, he leads the overall strategic direction of the firm, shaping its long-term vision, maintaining its distinctive culture, and supporting continued growth. He also plays a key role within the wider Kinbrook Group as a Director and board member, contributing to group-level strategy and collaboration across the Group. Mark led the process that culminated in Old Mill joining the Kinbrook Group in 2025, marking a significant milestone in the firm’s continued growth and development.

Mark brings more than 25 years’ experience in Corporate Finance and private company share valuations, with a particular focus on owner-managed businesses. While he no longer works directly with clients in his full-time leadership role, his technical expertise, commercial insight, and understanding of business owners continue to shape his approach as CEO. His background enables him to provide strategic direction to teams supporting businesses through growth, succession, transactions and periods of change, reinforcing Old Mill’s commitment to providing multi-discipline, client-focused advice.

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Our People Casey Burrows Assistant Manager, Small Business View my biog
Our People Katie Moffatt Senior Manager, Corporate View my biog
Our People Jolyon Stonehouse Small Business Partner View my biog
Our People Stephen Martin Partner, Corporate Tax View my biog
Our People Kim Mauger Senior Client Manager, Small Business View my biog
Our People Kathryn Mansell Head of Corporate Finance View my biog
Our People Callum Anderson Associate Director, Tax View my biog
Our People Freyja Hankins Client Manager, Corporate View my biog
Our People Lucy Bennett Manager, Corporate View my biog
Our People Chloe Talbot-Swain Client Manager, Small Business View my biog
Our People Matthew Jackson Associate Director, Small Business View my biog
Our People Charlotte May Client Onboarding Executive View my biog
Our People Mitchell Stock Adviser, Corporate View my biog
Our People David Maslen Partner, Head of Tax View my biog
Our People Marketa Pasova Director, Corporate Tax View my biog
Our People Tony Hawes Chartered Financial Planner View my biog
Our People Aisha Perrott Senior Manager, Corporate Tax View my biog
Our People Sally King Client Manager, Corporate View my biog

"Phil and his team have been really helpful in providing advice over a number of years. We truly value their expertise."

Phil David. Authur David
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