You are a business owner – we understand running and building your business can be all consuming. You may have complex finances, with little time to dedicate to them. You may need help protecting against business risks, or you may be considering exiting or selling your business.

Questions you may have:           

• How do I plan, and structure my finances in the best way possible?
• What do I need in place to protect my business value for my family?
• When can I realistically stop working and exit the business?
• Can I exit the business sooner – for what price do I need to sell my business?
• Am I saving in a way that means I can draw my retirement income tax effectively?
• How do I transfer my business wealth into personal wealth?
• What am I going to do after the sale?

There’s a lot to consider, but we are here to help and guide you through.