The business owners we work with are usually setting up a business, still running and building their business or thinking about selling up and retiring. Each group have differing priorities and challenges, which we are adept at solving, thanks to our knowledge and experience.
Firstly, we need to ensure that your corporate and financial planning works hand in hand; achieving your personal financial goals are generally dependent upon the success of your business. Next, it is about meeting your financial problems and challenges head-on, while ensuring a plan is put in place to achieve your goals.
This may include:
Selling a business is a life-changing decision and one where good advice is invaluable. There are thousands of questions, problems and challenges which will need addressing before the business is sold, and you can sit back and relax.
But most of our clients who sell their business want two fundamental questions answering: How can the value of the business be maximised, while reducing the tax paid when it is sold? And what is the best way of investing the proceeds to support your future lifestyle?
Our knowledge and experience mean we can answer these, while working with your professional advisers, to ensure every small detail is taken care of, and nothing throws the sale off track.
We’ll listen to fully understand your challenges. We strive to talk to you in plain and simple terms – no jargon. We’ll give you advice and guidance on how best to manage your portfolio and investment.
