Business Owners

Corporate/Business Planning

Creating an environment where your people feel valued and secure is paramount to ensure your success. It is, therefore, important to invest wisely in their welfare and their future.

The needs and wants of your people will be varied and individual to each of them. We help to structure employee benefits packages that make a tangible difference so they feel valued and secure.

But, it’s not only about employee benefits...

Most people employed by small and medium enterprises (SMEs) will be asking themselves where they would be if the business owner became unable to run the business or died. Where would that leave them? Would the business continue? How will they get paid this month? We identify and mitigate this type of business risk for our clients and this type of planning also tells your people that you care.
Aside from designing and implementing tax efficient profit extraction strategies for company directors we deliver a range of business planning strategies.

Corporate Strategic Risk Assessment

Challenging company directors to the ‘what if’ analysis always opens their eyes and usually uncovers areas of risk in their businesses that they did not know existed. Filling these gaps allows our clients to focus on running their businesses and the things that matter to them.

Attracting & Retaining Good People

We deliver a range of employee benefit options ensuring that your employment package is competitive in the market place so that good people join your company and stay.

Keeping Key People

We devise strategies that tie in your key people. This can be around bonus structuring, profit sharing, alphabet shares with dividends, equity and succession. Every business is different and solutions need to be tailored.

Death or incapacitation of the business owners

Making sure that your business will continue to provide gainful employment to your people if you died or became incapacitated is arguably the best way you can demonstrate that you care about them. We structure plans to ensure that your business can continue in such circumstances whilst the value you have built passes to your loved ones.

Business Succession or Exit

How to exit or pass on your business is a huge conundrum for business owners. We guide them from the early stages to help maximise their business value through to sale and handover, ensuring that tax efficient exit strategies are implemented along the way.
The business owners that come to us usually have an accountant, solicitor and often a financial adviser, but they lack a coherent plan that covers all of the above areas and feel they need new direction or a second opinion. Does this sound familiar?

Contact Us

Feel free to contact us using the form below for an initial discussion to determine if we are a good fit for you.