Deloitte

Deloitte Private brings the breadth and depth of the firm’s services to entrepreneurs, families, businesses and their owners. We forge long-lasting relationships and work with our clients on life’s big moments, helping them achieve their ambitions for growth, realising value from transactions and family wealth strategy.

Privately owned businesses are the engine room of the UK and global economy. The South West has many of the most dynamic, fastest-growing innovative businesses in the UK, many of which are famous brands. From new start-ups to the FTSE 100 of tomorrow, private businesses are the drivers of change, investment, employment and innovation. 

To us, private businesses are unique, not only in structure and culture, but also in their ability to be nimble, show resilience and support their communities, even when the future may be uncertain.

That’s why a distinctive market deserves a deliberately different kind of service: Deloitte Private.

Deloitte Private offers audit and assurance, tax, consulting and financial advisory services, tailored to help private organisations address today’s challenges and embrace tomorrow’s opportunities.

Our tailored approach means we customise our service capabilities to each client’s specific needs, size, and ownership structure. 

We use our networks to make connections that count, and pride ourselves on forging strong and long-lasting relationships with our clients, based on trust and confidence. We work alongside our clients on life’s big moments, helping them achieve their ambitions for growth, realising value from transactions, succession planning and family wealth strategy.

The broad range of technical abilities among our professionals within the South West allows us to address complexity and find the right answer, drawing on our own experience or by simply connecting with colleagues in the region or the wider firm, both in the UK and globally.

Within Deloitte Private, our people specialise in five market segments, offering a distinct client experience. 

  • Family Enterprise & Privately Owned

Our multi-disciplinary team is dedicated to our aim of becoming the trusted business adviser to privately-owned companies of all sizes. Clients in the Family Enterprise & Privately Owned segment include owner-managed businesses, small and medium-sized enterprises, family businesses (of all shapes and sizes) and larger private companies. 

  • Emerging Growth companies

These are the fastest-growing, innovative private businesses in the UK destined for the FTSE 100 of tomorrow. Our strength comes from building relationships early in the growth cycle to supporting emerging growth companies as they rapidly scale their operations.

  • Private Equity

Through wide-ranging, integrated propositions, we support PE houses and their portfolio companies throughout the transaction lifecycle.

  • Partnerships

We work with the partners and management teams of the UK’s largest professional practices and other partnerships, helping them navigate the challenges that are unique to this sector.

  • Family Office & High Net Worth Individuals

We support family offices with both structuring and governance matters, alongside advising high-net-worth individuals with tax structuring and succession planning.

To find out how our Deloitte Private team in the South West can help you and your business, connect with Sam Hart or Phil Lane. 

Deloitte South West