David Kramer

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As an audit and business services partner, David handles a widely diverse clientele. One of the firm’s senior partners, David’s portfolio contains SMEs with turnovers of up to £10m.

David excels at developing fledgling and new businesses. He plays a critical role in helping these young organisations to develop from an embryonic stage to maturity.

This special skill set is coupled with a holistic approach to a client’s affairs. In this way David ensures that the individual’s personal and business strategies are working in tandem with each other.

David is a member of both The Institute of Chartered Accountants in England and Wales and the Association of Chartered Certified Accountants. He has over 25 years’ experience as a general practice partner specialising in advising and mitigating tax liabilities for small and medium sized businesses.

Areas of expertise

  • Entrepreneurial businesses
  • Small businesses
  • Property
  • Retail
  • Charities
  • Pharmaceuticals
  • Public houses and catering
  • Engineering and IT

Relevant experience

  • Worked closely with a builder to dramatically increase his turnover and profitability to allow him the luxury lifestyle he had desired. Advice covered HR, pension planning, key man insurance, personal asset accumulation and implementing the systems to facilitate growth.
  • Assisted a client to turn his hobby into a £2m business with 30 employees.
  • Advised a client wishing to establish his own business. Advice covered the practicalities of start up, managing significant growth and guidance relating to significant life changes
  • Helped develop a small family owned and managed pharmaceuticals business into a large, complex and profitable group of companies. Advice covered succession, retirement planning as well as corporate and personal tax.

 

David Kramer

Partner, Carter Backer Winter LLP
d: +44(0)20 7309 3835
e: david.kramer@cbw.co.uk