When most business owners are looking to sell their business and start to build their advisory team, they’ll speak to an accountant, lawyer, broker, etc. But few speak to a personal financial adviser and I’ve always been confused by this. You’re likely about to make the most significant change to your personal financial situation since you launched your company, so why wouldn’t you speak to someone who specialises in this?
A financial adviser can help you plan for all the implications of your business exit; the large injection of personal cash and what to do with it, the estate planning implications, the fact you’re no longer going be able to receive income and dividends from your business but will still want to maintain your standard of living. A good adviser, with experience of helping entrepreneurs, might even be able to advise you on additional ways to extract profit, available reliefs and other potentially advantageous opportunities.
At Private Label Wealth, we’re different. Not only are we all entrepreneurs ourselves, through our sister company Stratex we can actually advise you on the exit- understanding your goals and helping your shape your business for sale and maximising shareholder returns. This gives us the unique ability to create a holistic, integrated plan covering not just your personal wealth, but your entire wealth across both personal and business assets- this leads to better outcomes for shareholders, staff and you personally, now and in the future.
If this is something you’re interested in, lets have a cost free, no obligation chat to see if we can help
Gareth
Entrepreneur Adviser with more than 20 years experience working in finance. Specialist in helping SME business owners and entrepreneurs plan for a life after work, including maximising exit value,…
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