Business Owners

corporateTurning business success into family wealth

Success in business brings with it greater control and flexibility of time and earning capacity which, with the right advice, can result in greater family wealth.

Successful business owners share many characteristics. They are self-motivated and success-driven. They desire financial independence and enjoy the control and flexibility that running a successful business brings.

There are often many challenges to overcome during the lifecycle of a business. When setting and developing their financial plans, business owners must carefully manage these challenges to maximise the probability of building family wealth. This is more likely to be achieved with the assistance of experienced professional advisers who can help you develop the plan and then provide guidance and accountability to keep you on the path.

Starting a new business?

Are you thinking about starting a business or have just made the move away from a salary and into self-employment? We can advise you on what to do next.

Your business is established.

You’ve got your business up and running and the cashflow is reasonably stable but you still don’t feel like you’re making enough progress. How do you take it to the next level?

Not sure how to step away from the business?

The businesses is a success, you’ve ticked off most of your goals and it’s time to think about how you will step back. But how do you do it?

I want to step back from the business and feel like I am doing something I really want to do.

Carol, Owner-Industrial Supplies Business

Growing the business

As your business grows, it can be hard to juggle the desire to take a bit extra out to improve your family’s lifestyle but still reinvest enough into the business to help it grow. This requires careful planning and a good understanding of both your business and personal goals and objectives.  An external adviser can help you focus on the priorities to give you the best chance of achieving these.

Making the most of what you’ve got

Your business is up and running and seems to be doing well – but maybe it could do better.  Have you recently reviewed how you run your business or are you still doing things the same old way? Is it as financially productive as you had hoped?

Do you really need to keep growing your business each year? It may already be providing enough to allow you to achieve the goals and aspirations most important to your family.

People often spend so much time on their business that personal finances get neglected. It’s important to review business and personal financial goals from time to time to ensure they are still aligned. We can help you answer these questions and develop strategies and plans to ensure you’re on the right track.

Succession planning

What sort of exit do you want? There are many options available from selling the business, employing a manager, passing it to the next generation of your family or selling to your staff. These options can have very different financial results and it’s important that you get professional advice on how best to manage this to get the outcomes that are most important to you.

My business is my best investment. If I don’t have it anymore, how do I make sure I have enough income for my family?

Richard, Owner, Retail Business

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