As a business owner, you may not know when you've got your business in good enough shape to allow you to sell, secure in the knowledge that you'll never have to work again if you don't want to.
But how much is enough? Achieving all you want out of life after work can be expensive, especially when you've worked so hard to achieve success. Understanding what assets you need when you are no longer working is the starting point.
Once we understand what you want life to look like post-exit, we can establish what the minimum consideration needs to be to ensure your lifestyle can be maintained. In conjunction with your tax, corporate finance and legal advisers, we can help you track your progress towards financial security, having exited the business.
Our clients can see the impact hard work now has on their future financial security, which gives them options. To find out more, read the case study below or contact us.
Please remember that cash flow modelling is not regulated by the Financial Conduct Authority but advice arising as a result may be regulated.
Sophie is a successful entrepreneur. Simon has retired from life in...Read the full case study