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Supporting business owners with their financial planning needs

Selling a business that your clients have worked hard to build will be a complicated and emotive process. There are many elements to consider and finding the right partner who you are confident will support and value them, while ensuring their desired financial outcome is achieved, is paramount.

Our main objective is the same as yours: to protect your client’s legacy after a business sale and to ensure they feel confident, valued and satisfied.

Building and nurturing relationships

By working together with solicitors and accountants, our complementary wealth management expertise will ensure that, collectively, we provide your clients with a more comprehensive service and holistic approach to financial planning. We will help support them through the personal challenges they face as a business owner contemplating the sale of their business, and as they move beyond sale and into the type of retirement – or future life - they’ve worked hard to create.

How do we achieve this holistic financial planning?

Our holistic financial planning approach encompasses cashflow modelling, budgeting and finding the most tax-efficient ways to structure your client’s wealth. By focusing on the following three key questions, we will build a detailed picture of your client’s requirements and how we will help to protect their legacy.

Pre-sale: will I be able to make my money last?

Using cashflow modelling and budgeting to play out a variety of ‘what if’ scenarios we help your clients understand how much money they will need to achieve their dreams and aspirations.

Selling: how will the sale of my business impact my tax position?

Ensuring tax efficiency by reviewing and maximising their pension contributions, personal, dividend and savings allowances alongside capital gains tax exemptions.

Post-sale: can I take care of my loved ones and live the kind of retirement I would like?

Structuring investments in line with their post-sale attitude to risk, alongside inheritance tax planning, will help ensure they maximise their family legacy.

Want to find out more?

Bringing the benefits of holistic financial planning

Read how, by working together, we can guide business owners to achieve their goals with financial planning advice supported by cashflow modelling, budgeting, and effective cash management.

Read more

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.