PRIVATELY OWNED

Accelerating growth for privately owned businesses. Secure the future of your business.

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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.

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.

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.

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.

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.

GET IN TOUCH WITH KATIE WARRINGTON

Katie Warrington
Partner & Regional Head Of Audit – Midlands

GET IN TOUCH WITH KATIE WARRINGTON

CP EVENTS

1 minute read

GETTING READY FOR DILIGENCE

  • Thursday 25th April
  • 12:30pm- 13:30pm
  • Online

2 minute read

WEALTH. LIFE. BALANCE

  • Wednesday 8th May
  • 5.00pm- 8:30pm
  • X+Why The Orchard (London)

3 minute read

SCALING STATESIDE: US EXPANSION AND FUNDRAISING

  • Thursday 9th May
  • 5pm- 7.30pm
  • Wilson Sonsini London - Eden House, 8 Spital Square, London, England E1 6DU

1 minute read

TECH CFO DRINKS

  • Thursday 16th May
  • 6pm- 10pm
  • Harmonic - 24-27 Charlotte Rd, London EC2A 3PB

1 minute read

TRANSFER PRICING FOR SCALEUPS

  • Thursday 23rd May
  • 1pm- 2pm
  • Online

2 minute read

HEALTHCARE HACKS

  • Wednesday 19th June
  • 18.00pm- 21.00pm
  • The Royal Society of Medicine, 1 Wimpole Street, London

3 minute read

STAYING COMPLIANT. LEARNING LESSONS. LOOKING FORWARD

  • Thursday 11th July
  • 09:15am - 1:30pm
  • Millennium Point, Birmingham

REVIEWS

MICHAEL, NOV 21

“You did what you were supposed to, but did it pretty well.”

WILL, APR 23

“Great communication. Quick to reply to questions.”

PAUL, JAN 24

“Great service and always timely communication. I feel we have a partner supplier rather than just an auditor”

MEGAN, FEB 24

“We always get a quick reply whenever we have an issue or a query. It was a very good team of auditors that undertook our audit once again – a mixture of continuity and some new faces – and accommodating our tight reporting deadline was much appreciated”

MATT, FEB 24

“My first encounter with the CP audit team and I was impressed. Calm, reliable, organised and ultimately professional. Understanding and sympathetic to our circumstances and keen to work with us to achieve an outcome”

JAMES, FEB 24

“Smooth audit with knowledgeable and friendly staff. I have received great input from both audit partner and manager in my first year as CFO. I have appreciated the pragmatic and flexible approach”

PAMELA, JAN 24

“Robust communication. Excellent support. Supportive business partnership”

MICK, JAN 24

“Always prompt with accurate advice and accounts. Cannot think how you can improve”

MARION, JAN 24

“Audit processes work very well with Inflo and supported well by phone calls or Teams calls throughout the audit process. Outside of audits, advice on any matters financial is usually quick and helpful and never appears to be too much trouble. Any of the audit teams we have worked with throughout the years have always shown the same friendly professionalism that is supportive, fair and informative, which is crucial when and if things don’t always go to plan or unexpected outcomes occur. Thank you very much”

JADE, JAN 24

“The team are always responsive and their approach to audit is refreshingly solution orientated. I already refer them on a regular basis”