Supporting family businesses 

At AAB, our very first client was a family business. For over 30 years we have developed our expertise in supporting this unique and crucial sector of the economy. 

Our experience is channelled through our dedicated Family Business Team, who work together to meet the complex needs of family businesses and the people who run them. 

The team takes time to listen and get to know the owners, the management team and the business so that we can provide the right support when our clients need it.  That means going beyond the day-to-day financial and accounting essentials We understand or clients’ future goals – for themselves and those they care about, and work with them to execute a plan that makes the vision a reality. 

Family dynamics 

We know it’s not always possible to separate family and business priorities, so as well as supporting on financial aspects, we provide independent insight; wise counsel across the generations when it’s needed. Through building long lasting relationships, we are well placed to help our clients address challenges and have difficult conversations, helping to manage conflicts and facilitate solutions, always advising with empathy.  We know what keeps family businesses awake at night and we give peace of mind that we’ve got it covered. 

Using our experience to share best practice and provide the right support when it’s needed, we engage with other advisors and our network of family businesses to connect people who can help each other. 

We look at the wider picture too, helping our clients to be responsible businesses, for their employees and their communities.  

We take pride in helping our clients grow their businesses and strive to be the trusted advisor.  

Sectors we support 

Energy, agriculture, fishing, business services, food & drink, hospitality, technology, industrial, transport, media, facilities management, construction & property, manufacturing & engineering  

By working with us, you’ll benefit from creative collaborations across AAB, and your other advisors, to meet your needs.  

Our team stays informed and keeps up-to-date on best practice for family businesses by engaging with industry forums, undertaking training and through our active membership with Family Business United.

fbu logo

Lyn Calder

Key Contact

Lyn Calder
Managing Partner - Edinburgh

lyn.calder@aab.uk 
+44 7973 125 228

The plus factor in action

Background Becoming increasingly remote in company operations, the minority shareholder of ...

Fishing: Case Study 2

Read More...

Background Profitable fishing partnership, with individual and corporate partners, who wished ...

Shipping: Case Study 2

Read More...

Background Adapting our audit plan due to the COVID-19 pandemic. Prior to ...

Exploration & Production: Case Study…

Read More...

Background In 2019 we mobilised at short notice a team to ...

Exploration & Production: Case Study…

Read More...

Background The UK subsidiaries of a global weather forecasting and decision ...

Technology & Media: Case Study 2

Read More...

Background Company with an overseas parent, which provides sales, rental and ...

Engineering & Manufacturing: Case St…

Read More...

Background A UK energy company requiring tax compliance advice for their ...

Exploration & Production: Case Study…

Read More...

Background A legal firm disposing of their business requiring Corporate Finance ...

Professional Services: Case Study 2

Read More...

Background A professional services LLP weighing the benefits of transferring their ...

Professional Services: Case Study 1

Read More...

Background Specialist lender and savings bank offering products to SME’s, homeowners ...

Financial Services: Case Study 1

Read More...

Background We were approached by an established E&P operator with assets ...

Exploration & Production: Case Study…

Read More...

Background UK Motor retail group operating a nationwide chain of franchised ...

Leisure, Retail & Hospitality: Case …

Read More...

Background Our client commenced in business as a property developer. Over ...

Construction & Property: Case Study …

Read More...

Background A local corporate property developer was approached to sell a ...

Construction & Property: Case Study …

Read More...

Background AAB were engaged to assist a trust that owned and ...

Public Sector: Case Study 1

Read More...

Background Preparation of detailed financial projections for a housing association in ...

Social Housing: Case Study 1

Read More...

Background The Corporate Finance team supported an existing client of the ...

Technology & Media: Case Study 1

Read More...

Background A family led estate with a traditional mix of forestry ...

Rural: Case Study 1

Read More...

Background A new charity requiring support after a period of change ...

Charities: Case Study 2

Read More...

Background An existing charity client going through a transition period after ...

Charities: Case Study 1

Read More...