As a business owner, your role is intrinsic to the success of your company, your family and the people around you. Your time is precious and often spread thin.
With the pressures that come with running a business, it can feel like you barely have time to pause, let alone get financially organised.
From experience, we know that your business and finances are inextricably linked. We’re also well aware of the challenges that this presents to you; as an individual, a family and a business.
You likely have multiple areas of uncertainty that require a financial strategy. From withdrawing profits tax-efficiently to an eventual succession plan or sale, we will translate the things you worry about as a business owner into practical action. Not only that, but we will work with you on an ongoing basis to ensure that you can live the lifestyle that you’ve worked so hard to achieve; both now and in retirement.
We’re a firm of Chartered Financial Planners, with years of experience in working with business owners. We specialise in reality-based financial planning; bringing the real things that you want to achieve – and the real life that you want to attain in the process – to fruition.
We will:
Work with you to clarify your personal and business goals, both short and long term
Create an exit strategy or succession plan to secure the future of your business
Help you to withdraw profits from your business tax-efficiently
Use cashflow modelling to map out various “what if” scenarios
Work with your other professional advisers to provide cohesive, streamlined advice
Take a holistic approach to your business, family and future, ensuring the secure and successful future of each
Business sale – Judy
Judy was a business owner and had recently affected a planned sale of her company. Having been focused on the business for so long, her key concern was understanding the transition into retirement; both in terms of her time and resources.
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