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We work closely with business owners and families to understand what matters most to them, both commercially and personally. Whether you’re focused on growth, planning for succession, managing complexity, or thinking about the future of the business, we’re here to support you.
Because we look after both business and personal affairs, we can help you make decisions with confidence, balancing today’s opportunities with the long-term interests of your family, your business and your legacy.
As part of our commitment to the family business community, we are proud to sponsor The Gerald Edelman Family Business Award at The Lloyds British Business Excellence Awards, celebrating the ambition, resilience and long-term impact of family-led organisations across the UK.
Our support is tailored to the needs of each family and business. For some, this may involve securing certainty around Business Relief or advising on the tax implications of relocating overseas. For others, it may mean helping separate trading and property assets through a demerger, particularly where families want to retain property to provide long-term income in retirement.
As priorities shift over time, we also work closely with families to structure the transfer of shares, assets and wealth across generations, helping protect what has been built while planning confidently for the future.
We deliver integrated financial planning across investments, pensions, estate planning and intergenerational wealth transfer, ensuring personal wealth strategies remain aligned with both business objectives and family priorities.
Our approach is practical, long-term and highly personal. We often work alongside multiple generations of the same family, helping to navigate liquidity events, retirement planning, succession considerations and changing family dynamics.
By bringing together expertise across tax, financial planning and corporate advisory, we help families make informed decisions.
We take care of the day-to-day accounting and bookkeeping, ensuring your records are accurate, up to date and fully compliant.
Our management accounts and reporting are tailored to your business, providing clear, timely information to support better decision-making. This includes consolidated reporting where required, giving you a full view across multiple entities and helping you understand performance at both a detailed and group level.
The result is greater clarity, stronger control, and the confidence to make decisions as your business grows.
We work alongside leadership teams, whether acting as a Non-Executive Director, fractional CFO or strategic partner, to bring clarity, challenge and structure to your decision-making.
Our approach is hands-on and tailored. For example, we supported the founders of Jaderberg Krais in achieving sustainable growth by introducing strong corporate governance, chairing monthly board meetings and operating as a de facto CFO, helping to build consistent profitability and ultimately supporting a successful exit.
Selling or transitioning a family business is rarely just a transaction. Different generations often have different views on timing, value, and what comes next, and the right outcome has to work commercially and personally. We help founders and family shareholders think through the realistic options, prepare the business so it stands on its own without depending on the current owners, run a focused process to find buyers with the right commercial and cultural fit, and manage negotiations and information flow through to completion.
We ensure transactions are captured accurately as per the SPA and reflected clearly from day one.
We support family businesses through the accounting treatment of acquisitions, preparing and reviewing the required journals to ensure everything is recorded correctly and in line with the relevant standards.
This includes working through purchase price allocations, recognising goodwill and intangible assets, and ensuring the opening balance sheet is set up properly. We also ensure that acquisition-related adjustments are clearly reflected in your management accounts and group reporting.
The focus is on getting it right early, so you have a clean, reliable foundation for future reporting and a clear understanding of the impact of the transaction on your financial position.
There comes a point in every family business journey where experienced, trusted advice makes all the difference, whether that’s during a period of growth, a transition, or simply planning ahead.
Arrange a free session to discuss your business, your goals, and find out how we can support you. Simply fill in the enquiry form or call us on the number below.
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It quickly became apparent that the value Gerald Edelman brought extended far beyond financial due diligence… their guidance, support, and strategic structuring delivered significant long-term value…
From supporting the acquisition through financial modelling and tax advice… to providing ongoing post-acquisition support and now delivering full management accounting and reporting services… the team has been professional, responsive, and proactive throughout…
They have demonstrated exceptional technical expertise and commercial understanding… and continue to add value to our business today… I can’t recommend the Gerald Edelman team highly enough.
Director, M&L Holdings Limited
Since Gerald Edelman helped us re structure the company back in 2020, I value working with them. They are a highly efficient company, friendly, and they care. Since 2020, they have dealt with our Audit and Tax matters in an extremely professional way, always approachable and nothing is too much trouble, giving a first-class service. I cannot stress how pleased I am with the support they provide.
Managing Director, de Wolfe Music Limited
Over the course of several years, I have found everyone at Gerald Edelman both professional and pleasant to work with. In a complicated corporate climate, the firm is very highly regarded. They have a well-deserved reputation for going the extra mile when it comes to customer service, offering advice regarding book-keeping and business-building, for example, the like of which I have experienced with no other accountancy firms, of any size. Their value-added services really are excellent. Their technical ability is faultless, their advice is consistently sound and there are certainly no comebacks from HMRC or our lawyers. All in all, a first-class, highly professional firm and a delight to work with!
Chairman, Kingston Estates
Building and sustaining a family business takes years of hard work, commitment, and careful decision-making. We’re here to ease the pressure, helping you manage your financial and tax responsibilities while keeping your focus on the bigger picture.
Our advisers have worked alongside family businesses for decades and through multiple stages, from early growth and expansion through to succession and exit. We understand the complexities that come with balancing commercial priorities and family dynamics, and that experience underpins everything we do.
A common challenge for family businesses is that financial and tax planning can become reactive or secondary to day-to-day operations. Over time, this can mean missed opportunities, whether that’s around tax efficiency, structuring, or long-term planning.
By taking a strategic, forward-looking approach, we help you maximise value, reduce risk, and create a stronger foundation for the future.
Why family businesses choose us
- We advise both the business and the family behind it - We combine technical expertise with practical, real-world insight - We understand the complexities of multi-generational planning - We build long-term relationships, not one-off transactions
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