Latest economic, market and investment news
The latest news and analysis on the changing markets and economic environment.
Insights
We publish articles on all aspects of finance and business management with a focus on what is topical and relevant to privately owned businesses.
Get in touch
If you require support or would like to know more about how we can help grow your privately owned business, get in touch today via the button below. Margaret or a member of our team will then be in touch shortly to discuss the needs of your business.
What’s next for your business?
As a business leader, you have probably thought about the future of your business. We understand that your business is a big part of your life, therefore choosing which direction to take can raise challenging questions.
The economy & your investments
Join our Chief Economist George Lagarias, alongside James Hunter-Jones, an Associate Investment Director, for a special Autumn Budget edition of our economy updates.
Business owners thoughts on sale & succession
02/01/2024. We recently commissioned some research with 250 business owners in the UK and we found that half (50%) are actively considering the future ownership of their business with 70% of those considering future ownership looking at selling now or in the future.
Can a Cloud ERP system help my business in growing
A cloud ERP provides a powerful platform for any growing business. If you need more depth in your reporting, whether it be multi-entity, multi-jurisdiction or more detailed analysis you should consider a cloud ERP
Have I outgrown my current accounting system?
Making better decisions is crucial to the longevity of any business, having a Cloud ERP system not only helps with effective decision-making, but tackles complex issues affecting the growth of your business.
What’s next if you want to sell your business?
30/11/23. It doesn’t matter whether you are five months or five years out from sale, planning is crucial to ensure you can achieve the best outcome to suit both your business and personal objectives.
The importance of maintaining statutory registers
27/11/2023. Every company is required by law to keep specified registers and records which set out information on the company in respect of its members, officers and charges (the “Statutory Registers”).
How could ERP benefit my business?
There are many ways a Cloud ERP can benefit your business; scalability, consolidation, real-time reporting and remote working mobility, are some of those designed to enhance businesses for the long term.
ESG transformation for consumer businesses
In the coming years, the economy is expected be strongly affected by the resource scarcity and climate change, which will require companies to fundamentally reshape their business model to enable a considered approach to different environmental and societal challenges. In turn, employees, regulators, and financial investors are pushing privately owned businesses in the consumer sector towards improved...
What’s next to plan the Succession of the business
16/11/2023. As a business leader, you may be thinking about your succession options to ensure your business remains in safe hands when you decide to exit. With a range of options available from family succession, transition to employees or a management buyout there are a number of areas to consider.
Have you got the resource for financial year end?
07/11/2023. As the shortage of good skilled staff continues to impact upon all aspects of business, how is your finance team coping? With many corporate year ends approaching at the end of December, if you are a Finance Director, you may be about to get a nasty shock. Whether you have had your in-house team, or an independent contractor, deal with your year-end procedures, you could find a lack...
What’s next to Invest in the future of my business
02/11/2023. Great people make great companies. That business maxim is as old as business itself and in the current economy, it has even more weight.
Embracing transformation in the consumer market
30/10/2023. The consumer sector is in the midst of international transformation. Global trends and macroeconomic pressures including inflation, geopolitical conflict, regulatory change and a spike in e-commerce driven by the pandemic have all accelerated the pace of change. To ride out these challenges, many companies have shifted to new business models, sales channels and ways of engaging with their...
Clicks to bricks
During the pandemic, retailers rushed to sell their products online, a move which saved many from going bust. Now, just a short time on from a worldwide health crisis, some retailers are heading the other way, realising they need a bricks-and-mortar presence if they are to remain in business.
Asset prices and the economy - where are we headed
October 2023. Making investment decisions is sometimes more of an art than a science, and the mere existence of the Efficient Market Hypothesis tells us that trying to predict market movements is, at the very least, notoriously challenging.
What’s next to Invest in the future of my business
19/10/2023. In our 2023 C-suite barometer, 30 % of executives of privately owned business surveyed highlighted that the emergence of new technologies will have the greatest impact on their business this year and 29% identified that a new sustainability strategy was a strategic priority in the next 3-5 years.
Latest economic, market and investment news
The latest news and analysis on the changing markets and economic environment.
What is an Enterprise Resource Planning system?
Cloud ERPs are wider than normal accounting systems and can improve your business processes, improve analytics and reporting, streamline your finance team and reduce costs. As your business grows and becomes more complex it may lead to issues around data integration, process efficiency, scalability, decision making and reporting making your business inefficient.
What’s next to Invest in the future of my business
05/10/2023. In our 2023 C-suite barometer 43 % of executives of privately owned business surveyed highlighted that economic trends including inflation and higher cost of living will have a big impact over the next 12 months. But how does the current market impact your business if you are looking to finance growth, and what options are available?
Consumer sector report 2023
Mature markets are experiencing a shift in consumer demand patterns as consumers move away from traditional products and services towards those consistent with environmental, social, and governance goals. Our study ‘Sustainable, smart, and synchronised’ explains how consumer companies can harness ESG and digital transformation to thrive in this changing environment.
What’s next to grow your business?
21/09/2023. Business growth can sound simple, but if approached incorrectly, it won’t deliver fruitful results and cause additional challenges.
Fix the problems before you sell
25/08/2023. You’re selling your company. Is purchaser tax due diligence likely to create any problems for you? It would certainly be better to know in advance.
Privately Owned Business newsletter- October 2022
Britannia Unchained or Britannia Unhinged?
Privately Owned Business newsletter - June 2022
What's next if you want to exit your business?
Privately Owned Business newsletter - April 2022
What’s next to fund growth in your business?
Privately owned business services
Specialist advice tailored to help you realise your business aspirations.
Insights and newsletters
We publish articles on all aspects of what it takes to run a successful business, with a focus on what is topical and relevant to small and medium-sized businesses.
Exploring Family Business Podcast - Season three
In this series, Natalie Wright and her guests delve further into the transition from NowGen to NextGen, exploring the personal and practical aspects of handing over the ownership and the management of the family business, as well as the challenges and opportunities that change can bring.