Executives & Entrepreneurs
We understand that running a business today takes a great deal of hard work and commitment. The pressures of maintaining the pace in competitive markets means that the future well-being of the business tends to take priority over time spent on planning your own financial objectives.
We can advise on the best approach to realising the value of your ownership, both over coming years and when you come to plan your business exit strategy or lifestyle change. Our advice extends seamlessly from your personal finances to your business interests. We are experienced in providing personal advice and helping you to make key financial decisions.
Things to consider:
Creating financial independence from your business
Ensuring cash assets in the business are invested aiming to maximise returns and tax efficiency
Establishing an effective exit or transition strategy
Structuring your remuneration tax efficiently and cost effectively
Arranging appropriate agreements and insurance with your fellow shareholders to resolve disputes and maximise tax efficiency
Identifying and mitigating the liabilities that could be created by the loss of a key person.
Rising to these challenges and continuing to run your business successfully is not an easy task. That’s why, by taking the time to understand you and your business, we can help you meet your aims so you can concentrate on what you do best; managing your business.
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Let us take the mystery out of finanical planning so you can focus on what matters.