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Owner-Managed Businesses

Specialist accounting and financial planning services for owner-managed businesses across the South West


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, and each business faces unique challenges.

Just like the businesses, those who lead them all have their own aims and ambitions. At Old Mill we recognise that every 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 team can work with you to help you realise those goals. 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 business through mergers and acquisitions, or seeking investment to take your company to the next level, our corporate finance team are on hand to guide you through the process.

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

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

To chat to us about your plans, get in touch with us or book an appointment at one of our offices in Exeter, Wells, Melksham and Yeovil.

Jolyon Stonehouse. Head of Owner Managed Businesses.

“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

Our People Mark Neath Director

As a director in the Commercial Team, Mark is responsible for a portfolio of audit and owner-managed business clients in the South West.

Mark is the firm’s specialist in corporate finance services, including business valuation, financial due diligence, business planning and cashflow modelling. These skills bring him into all sorts of interesting projects from employee shares schemes to buy-outs and acquisitions to renewable energy developments.

As a University of Exeter Alumnus, Mark participates in the Career Mentor scheme, working with current students about to embark on the first step of their careers.

View my biog
Our People Tony Hawes Chartered Financial Planner View my biog
Our People Tim Lerwill Director View my biog
Our People Marianne Hawksworth Senior VAT Manager View my biog
Our People David Maslen Head of Tax View my biog
Our People Valerie Fell Manager View my biog
Our People Andrew Moore Director View my biog
Our People Chris Bowles Director View my biog
Our People Victoria Vellacott Senior Manager View my biog
Our People Stephen Martin Corporate Tax Director View my biog
Our People David Rice Director, Financial Planner View my biog
Our People Andrew Gibb Business Development Manager - Owner Managed Businesses and Food & Drink View my biog
Our People Izzy Bristol Adviser View my biog
Our People Jolyon Stonehouse Head of Owner Managed Businesses View my biog
Our People Aisha Perrott Corporation Tax and Research & Development (R&D) Specialist View my biog
Our People James Harrison-Taylor Adviser View my biog
Our People Kim Mauger Manager View my biog

Case Studies

Westbury Packaging: How moving to a new location was the catalyst for stellar growth

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Case Studies

Supporting Wadswick Country Store through retail diversifications, a cafe expansion and the creation of a solar park.

Dating from the 1980’s, Wadswick Country Store is a multi-generational business that is at the cutting edge of green energy farming and country living retail.

With increasing on-line challenges to face, Old Mill has helped Tim, Carolyn, Jo and Alex to put the foundations for future security and growth in place through forecasting, business planning and the successful application for funding of a solar park and cafe expansion.

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Case Studies

Planning your legacy: Grainge Architects

Based in the heart of Exeter, Grainge Architects was founded in 1990. Learn more

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