Business Planning

Our team is dedicated to helping your business thrive. We’ll help you grow and protect your assets, put together tax-smart strategies, and prepare to pass your dream on to the next generation when the time comes. 

Business Planning

Our team is dedicated to helping your business thrive. We’ll help you grow and protect your assets, put together tax-smart strategies, and prepare to pass your dream on to the next generation when the time comes. 

79% of business owners plan to exit in the next 10 years.

But planning to exit isn’t the same as having a plan. We’ll help you get there with confidence.

How much do you need to sell your business for, and how much can you sell your business for, are key questions to consider.  Our cash-flow planning can calculate your required capital sum to ensure you never run out of money, this may help secure a sale of your business once negotiations start.

Financial Planning for Businesses

Do you know what your business is worth? Do you have a succession plan in place if something unexpected happens? How will the sale of your business affect your retirement? Our financial planners can help you answer these questions, with a focus on four areas of business financial planning.

Individual Planning

Your business is part of your individual financial plan – and a key asset in your life.

Tax Efficiency

We help you make tax efficient decisions today rather than when it comes time to file.

Business Valuation

Determine an accurate valuation of your business to incorporate into your personalised financial plan.

Succession Planning

Understanding what happens to your business when you’re gone is vital to financial planning.

Warren has always exceeded my expectations, as he ensures that he puts his clients interests first. When dealing with him personally he took the time to understand what I was after and cleared up a lot of questions for me.

Carl Reader FCCA

Our family have used Warren’s knowledge and financial skills for many years, he has helped us through retirement, and our sons through business and pension planning. He is invaluable as a sounding board and always comes up with a solution when you’re not sure of which path to take. It is good to know that he always has the time and knowledge to sort out your financial problems.

Rosemary Watson

Our Latest Insights on Business Planning

Request an Appointment

Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.

ALTERNATIVELY, CLICK HERE TO CHECK AVAILABILITY AND BOOK AN APPOINTMENT