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Advisor role

The advisor in the room

Owners rarely make succession or acquisition decisions alone. The advisor role — accountant, solicitor, family advisor — is where most of the real thinking happens.

About advisor role

This topic sits within the legacy and values hub of the Mantle Partners resources. The trusted accountants, solicitors and family advisors who shape succession and acquisition decisions. It lists the pieces published so far.

Who these resources are for

They are written for owners of owner-led businesses in the United Kingdom, and for the accountants, solicitors and trusted advisors who sit alongside them. Mantle Partners supports the advisor relationship and does not replace it.

Where to go next

Read how Mantle works, or take the succession readiness review: ten questions, scored in two minutes, with a report by email and no fee. If you would rather talk, you can start a private conversation; every conversation is treated in confidence and you will have a personal reply within two business days.

When you are ready

Some questions are easier to ask in private.

All enquiries are treated in confidence. No public listing, no broker network.