Entrepreneurs need integrated advice linking personal wealth and the business. We partner with owners to protect enterprise value, design exit strategies, and build personal financial security both pre- and post‑sale.
TYPICAL CHALLENGES
- Balancing reinvestment needs with owner compensation and personal tax
- Preparing the business for sale and maximising enterprise value
- Funding retirement without undermining business growth
- Governance and succession for family-run businesses
SERVICES WE PROVIDE
- Business valuation and exit/succession planning
- Owner remuneration and tax-efficient extraction strategies
- Structuring for sale (clean records, tax optimisation)
- Post-sale wealth management and family governance
CASE STUDY
Stephanie, Founder — Boutique Hotel Chain
Situation: Stephanie needed capital to expand but wanted to retain majority ownership and secure personal retirement savings. She also wanted a clear succession route.
Advice: We modelled staged equity raises that preserved control, introduced a dividends policy to fund retirement savings, and prepared a partial-sale scenario to liquidity events. We set up a family trust for long-term governance.
Outcome: Stephanie funded expansion, remained majority owner, and created a clear five‑year liquidity path to retire at 62 with target income intact.
Learn More
Want to learn more about how we work with SME Owners & Entrepreneurs and the full range of financial services we offer?
Contact us today for a no-obligation consultation, and let us help you secure your financial future with expert, tailored advice.