Growing your business: partnering with accountants

Paul Lothian’s presentation on partnering with accountants was one of the most popular sessions at last week’s Personal Finance Society conference. Lothian has entered into two formal agreements with shared equity: at a more established practice in Dundee, and a new venture in Aberdeen that taps into the lucrative oil and gas markets (see below). The effect on business has been transformative, he said: “Unlike solicitors accountants see their clients regularly, because of the tax aspect. Their referrals generally come with the clients already trusting you. It’s a much easier sell than...