Helping Family Businesses

Running a family business means carrying two things at once: the commercial pressures every business faces and the personal dimension that comes when the business and the family are inseparable. Decisions about growth, borrowing or change of direction carry weight beyond the balance sheet.

Merry Mullen has been working with family businesses since 1945. A number of our clients are now with us in their second and third generation. This gives us a practical understanding of the challenges that come with succession, ownership transition, and the dynamics of a business where family relationships and professional ones overlap.

How we help

Succession planning — structuring the transition of ownership and management in a way that protects the business, minimises tax exposure, and reflects the intentions of the family.

Tax planning and compliance — ensuring the business and its owners are tax-efficient at every stage, including through significant events such as business transfers, retirement, or sale.

Accounting and financial management — giving family business owners clear visibility of their financial position so decisions are made on the basis of accurate information, not instinct alone.

Business advisory — independent, objective guidance at the moments when having an experienced outside perspective matters most.