Planning for small business owners
Create a strategy for success that incorporates your business objectives as well as your long-term lifestyle aspirations too.
Planning FOR THE LIFE OF YOUR BUSINESS
What drives you in business? What are your long-term goals? Do you have an exit strategy? Is there a plan for what follows next?
When you own and run a successful business, there can be little time to think about anything but immediate challenges. Which can mean questions about your purpose and your future goals are left unanswered.
We specialise in helping small business owners build and shape their futures. We’ll help you gain perspective when it comes to what you want and create a plan for how to achieve it. By looking at your business through the frame of your wider, personal goals, we’ll help you come at your future with a renewed sense of purpose and a plan, and ensure your future isn’t left to chance.
How we will help you
Organise your finances
Gain clarity over your current financial picture and feel equipped to make decisions about your future. With the help of sophisticated cash flow planning tools, we can help answer questions such as whether you have enough to retire, or how much you need to sell your business for to achieve the lifestyle you want.
Identify achievable goals
Explore your options and work out what you want from your future. Cash flow planning allows us to demonstrate what your financial future could look like under different scenarios. You can then make informed decisions about which path you want to follow.
Protect your business
Without the right insurance in place, your business and your financial stability are at risk if you or other key employees become ill or die. With the help of protection products such as key person insurance, we can help you protect the legacy you’ve worked hard to achieve.
Protection plans with no investment element will have no cash-in value at any time. If premiums are not maintained, then cover will lapse.
Explore possible exit strategies
We’ll help you understand your options when it comes to exiting your business, whether you wish to retire or move on to a new venture. And with the help of cashflow analysis tools, we can help you understand how much you need to sell your business for to achieve the lifestyle you want.
OUR APPROACH
Learn more about how we work and what you can expect at each stage of your journey with us.
Learn moreStart a conversation
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