You’ve indicated that you are considering selling your business or exiting the day-to-day running of your business.

There are so many things to consider, both practical and emotional. It’s important to start the process as early as possible, and when you do, we can support you every step of the way.

Owning, building, and running a business is hard work and time consuming, you may have complex finances and little time to dedicate to them. You’re building a legacy that can give you and your family financial freedom and financial planning is vital to this.

You might think you don’t need a financial plan in place until after you’ve sold the business. However, you need to be clear on the amount you need to sell your business for, in order to live the life you want without running out of money. Knowing this can change the dynamics of a business sale.

With our experience and financial expertise, we can guide you through the process of selling your business, covering every aspect of getting your business ready for a sale and how you can maximise your financial position as part of the exit, considering wider tax planning and ensuring you are using all available tax allowances and reliefs.

You will likely have many questions and here are just a few that we can help you consider and plan for:

Our clients tell us they value an open and honest relationship with their financial advisor.
If you were to talk to our clients, they would typically say that we:

Handshake

Are advisors they can implicitly
and completely trust

Financial situation

Work to completely understand
their financial situation

Help & guidance

Help and guide them through
their entire financial journey

When I was selling my business I felt overwhelmed, there was so much to consider. Jamie’s help and guidance has been invaluable and he helped me both on a professional and personal level, and I’m now lucky enough to be enjoying early retirement and spending more time with my family.

Carl Taylor, Magus client since 2017

A bit more about Magus Wealth

  • We’ll listen carefully and work with you to understand your circumstances and your short and long-term goals, working together to create your bespoke plan, built around you and your needs. We’ll also keep you on track, reviewing your plans to make sure you are heading in the right direction.

  • We only offer independent advice, which means our advice is unbiased and unrestricted and based on a comprehensive and fair analysis of the relevant market. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for you.

  • Our team are professional, experienced, and qualified – we all share the same vision, we are aligned to the same purpose of delivering a personal, outstanding client experience.

  • Costs matter – they can compound over time. Our fees are fair and transparent, and you will benefit from low cost investing. We’ll also make sure you know what you are paying for, and why.

  • Our investment philosophy is based around our 10 investment pillars, designed to provide the best investment outcomes for you and your family.

  • We have many client relationships that span across decades and we are here to help and support you and your family throughout your entire financial journey.

Get in touch with us today – it all starts with a conversation

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