Owner Managed & Privately Owned Businesses

Helping ambitious owner managed and privately owned businesses grow, protect value and plan for the future through expert advisory, audit, tax, deals and digital services.

Unlock what’s next

A handful of our owner managed clients

With over 500 owner managed and privately owned businesses trusting us across sectors including manufacturingconstructionretailtechnology and professional services, we understand the opportunities and challenges that come with building and leading a privately owned business. 

Altrad Sparrows
Central Aggregates Logo
A and I group logo
Aerial Platform Limited Logo
Daniel Watney Logo
Gallos Technologies Logo
Ampa Logo
Aegis Legal Logo

Tailored Advisory for Owner Managed Businesses

Leading an owner managed or privately owned business means balancing commercial success with personal priorities. Decisions impact your people, family, wealth and future. Whether you’re driving growth, managing risk, investing in technology, planning succession or preparing for an exit, the challenges are complex and the opportunities significant.  

Cooper Parry provides practical, commercially focused advice to help ambitious business owners, CEOs, Managing Directors and CFOs make confident decisions and create lasting value. Our specialists work across advisory, audit, tax, corporate financetechnology and digital transformation, delivering tailored support at every stage.  

Clear advice, strong relationships and expertise that helps businesses grow, protect and realise their potential. 

Talk to the People Who Get It

Build value. Accelerate growth. Plan what’s next. 

Lets Talk

Challenges. Opportunities. Big Decisions.

Owner managed and privately owned businesses face growing opportunities and challenges, which is why we provide specialist advice that helps leaders navigate complexity, address immediate priorities and build long term value.

Compliance & Assurance

Regulatory requirements continue to evolve. Our audit, accounting and compliance specialists help you stay compliant, strengthen governance and provide confidence to shareholders, lenders and stakeholders without losing focus on running the business. 

Growth & Business Strategy

Achieving sustainable growth takes more than ambition. From strategic planning and performance improvement to funding, tax structuring and outsourced support, we help businesses scale with confidence and maximise opportunities. 

Technology & Digital Transformation

Technology is changing how businesses operate. From AI and automation to digital finance functions and business systems, Cooper Parry Digital helps organisations embrace technology in practical ways that improve efficiency, insight and performance. 

Sustainability & ESG

Sustainability is increasingly influencing customer decisions, investment appetite and employee expectations. As a B Corp with a dedicated sustainability advisory team, we help businesses develop ESG strategies that create commercial value while supporting long-term impact. 

Leadership & Culture

Attracting great people, building strong leadership and creating the right culture can make or break a business. Our culture is something we have fiercely protected throughout our growth journey and we pride ourselves in supporting others to do the same.   

Succession, Investment & Exit Planning

Whether you’re passing the business to the next generation, seeking investment or preparing for a future sale, early planning is critical. We help business owners protect value, manage risk and create the foundations for a successful transition. 

FAQs

Events for your growth calendar

2 minute read

TechCFO Elevate

  • Wednesday 16th September
  • 6pm
  • Shoreditch Superhub

1 minute read

NIGHTCAP VI | EDINBURGH’S TECH AFTERPARTY

  • Tuesday 22nd September
  • 9pm
  • Gleneagles Townhouse

2 minute read

AI In Finance Summit

  • Wednesday 23rd September
  • 8:45AM
  • Central London

1 minute read

Scaling Across Borders – Winning in the US Market

  • Tuesday 29th September
  • 2-3PM
  • Online

2 minute read

Leaving the UK, Not the Business: Key Tax Considerations for Founder Relocation

  • Thursday 1st October
  • 1pm
  • Online

2 minute read

FDs & F-Words

  • Thursday 1st October
  • 8:30AM - 13.30PM
  • Central London

2 minute read

FDs & F-Words

  • Tuesday 13th October
  • 8:30AM - 13.30PM
  • East Midlands