One of the key challenges many business owners face is how to ensure your years of dedication and commitment to growing your company is converted into personal financial wealth for you and your family.

Your business is likely to be your most significant asset and main source of income. When selling your business, it is important to go beyond solely aiming to maximise the final sale price. You should also consider the impact of the proceeds on your personal and family estate.

Our team of financial planners are experienced in helping extracting profits tax efficiently and preparing for exit to maximise the sale value of your business. We will then help you consider the impact of the proceeds on your personal and family estate.

Our approach also involves closely working with all your professional advisers – accountant, tax advisers and legal team – to provide the right advice for your personal circumstances.

Expert financial planning advice for your business is critical to your future wealth and security. Let us help.

• • Invest your company profits tax efficiently and grow your wealth over time.
  • Create a plan to protect your business value in the event of ill health or death.
  • Prepare you and your business for exit to achieve the lifestyle you want in retirement.
  • You, your family and your business are unique. That’s why our approach is to provide a personal service that works for you.

Contact us to discuss your personal and business financial planning requirements.