Growing your business
There’s more to being a successful entrepreneur than having a good idea. Your business needs to be built on solid foundations so it can grow to be a success. That’s why it’s important to surround yourself with a team of experts from day one.
By working with us, you’ll gain:
Access
We’ll introduce you to the right people at the right time – whether that’s venture capital firms, lawyers and accountants, tax advisers, or existing clients who’ve been in your position before.
Experience
We’ve supported entrepreneurs for over 250 years. We can help you make well-informed decisions for every stage of your business journey.
Expertise
We can’t tell you how to run your business, but we can help you understand your financial future and identify the steps to achieve it.
If we don’t have the answer, we’ll connect you with someone who does.
Selling your business
It’s easy to feel overwhelmed by the sale of your business. There are so many decisions to make and things to consider, which you may not have had the opportunity to seriously think about before.
We help bring clarity to your business exit, so you can feel confident you’re selling at the right time and can enjoy the future you deserve.
Partner with us and we’ll help you:
Know your ‘magic number’
That’s the amount of money you need from a sale to live your dream life. Knowing your magic number can help you understand whether you can retire sooner than expected or whether more work is needed to get your business sale ready.
Rehearse your future
We’ll explain how much your future is likely to cost, and whether the sale proceeds, alongside your savings and investments, are likely to be enough. We’ll model ‘what if?’ scenarios so we can explore all the options.
Get your finances in shape
We’ll help you prepare your finances for a smooth transition, whether during or after the sale. This includes optimising pension allowances, preparing for retirement, and investing your post-sale proceeds.
Planning your post-sale future
Exiting a business is often a significant life transition. We understand that taking your foot off the gas may not come naturally. But we also know that having a plan in place can help reduce any stress or anxiety you may be feeling.
What you decide to do after selling your business will be completely personal to you. That’s why we’ll take the time to understand your individual circumstances, motivations, objectives and lifestyle goals.
Some of the areas we can help with include:
Investing the sale proceeds
We’ll build an investment portfolio that suits your individual needs and regularly review your plans to help you make the most of your business sale proceeds.
Tax-efficient investing
From Individual Savings Accounts (ISAs) and pensions to other tax-efficient structures, we’ll make sure your sale proceeds are invested as tax efficiently as possible.
Legacy planning
We can help you plan how to pass on the benefits of your business sale to loved ones, such as gifting to children and grandchildren through ISAs or pensions and exploring Business Relief.
Why choose us?
We’ve been helping entrepreneurs and business owners reach their goals for over 250 years.
Our connections with other entrepreneurs and advisers are just as important as our financial planning and investment expertise. We can introduce you to the right people at the right time, from other business owners to tax and legal specialists.
Get in touch today to start building a plan that helps you achieve your ambitions.
Our services
We offer a range of financial solutions to support you throughout your business journey. These include:
Financial planning
We’ll work with you to make the most of your financial situation and ensure you have a plan to realise your future ambitions.
Investment management
We’ll build a diversified investment portfolio that helps preserve and grow your money over the long term.
Pensions and retirement
We’ll show you how your existing pension benefits may look in the future and, if needed, provide guidance on how to enhance your retirement provision.
Financial protection
We’ll help protect your business and those closest to you against unexpected life events, such as death or serious illness.
Personal forecasting
We’ll help you understand how much money you need from a business sale to achieve your future desired lifestyle.
Connections
We’ll give you access to professionals across the country, including top-tier venture capitalists, lawyers, tax advisers and like-minded entrepreneurs.