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Owner-Managed Businesses

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

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, 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, Chippenham 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 Corporate Finance Partner

Mark has worked in corporate finance since the turn of the century, which sounds like a long time, and it is. Much of that time has been spent with Old Mill, which he joined in 2006 when he was one of the first recruits into the then-new Exeter office.

He qualified with one of the ‘Big Four’ international accounting firms, initially in audit before finding his way into the exciting world of corporate finance. This time gave him exposure to some high-profile clients and the supposed glamour of international travel, but he really prefers working with owner-managed businesses and was keen to get back to Devon, having been at university in Exeter.

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

Living on the northern edge of Dartmoor with a very bouncy spaniel, his weekends generally involve scenic dog walking, and the much less active pursuits of drinking coffee and reading a book. Probably not something to admit to, but Mark is a keen gamer, particularly racing sims.

View my biog
Our People Casey Burrows Senior Qualified Accountant View my biog
Our People Chris Bowles Partner View my biog
Our People George Gillman Adviser View my biog
Our People Jolyon Stonehouse Partner, Head of Owner Managed Businesses View my biog
Our People Chloe Sage Associate Adviser View my biog
Our People Victoria Vellacott Senior Manager View my biog
Our People Richard Sturgeon Adviser View my biog
Our People Tim Lerwill Partner View my biog
Our People Katie Moffatt Client Manager View my biog
Our People Valerie Fell Senior Manager View my biog
Our People Freyja Hankins Client Manager View my biog
Our People David Rice Director, Financial Planner View my biog
Our People Matthew Jeffery Adviser, Audit RI View my biog
Our People James Harrison-Taylor Compliance Supervisor View my biog
Our People Chloe Talbot-Swain Adviser View my biog
Our People Tony Hawes Chartered Financial Planner View my biog
Our People Sally King Client Manager View my biog
Our People Mitchell Stock Adviser View my biog
Our People Isobelle Bristol Associate Director, Adviser View my biog
Our People Matthew Jackson Adviser View my biog
Our People Callum Anderson Tax Manager View my biog
Our People Aisha Perrott Tax Manager View my biog
Our People David Maslen Head of Tax View my biog
Our People Lucy Bennett Adviser View my biog
Our People Stephen Martin Partner, Corporate Tax View my biog
Our People Kathryn Mansell Adviser View my biog
Our People Marketa Pasova Associate Director View my biog
Our People Scott Hill Adviser View my biog
Our People Kim Mauger Senior Client Manager View my biog

Case Studies

Case Study – Lighthouse Development Consulting Limited

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Case Studies

Case Study – BioFactory

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Case Studies

Case study: Bill Butters Windows

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Owner-Managed Businesses

Leveraging the benefits of a Small Self-Administered Scheme (SSAS) for Chubb Bulleid

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