Entrepreneurs
Build, Protect, and Plan for Your Future
You may have a figure in mind for what you want your business to be worth.
Every entrepreneur has a number in mind for what their business should be worth. But the real question is whether that number truly gives you the life you want. Does it support your lifestyle? Does it provide freedom for your family? Does it give you the means to meet commitments and still pursue your goals beyond the business?
We help you move beyond guesswork and define your true number. Together we test whether it is enough, not just for today but for the future you want to create. Our approach ensures you can extract wealth efficiently, manage risk, and structure your finances for tax efficiency. That way the value you build translates into lasting security and real choices, not uncertainty.
This is about more than preparing for an exit. It is about giving you clarity and confidence at every stage of your journey. It is about building flexibility into your plan so you can enjoy life now, protect what you have achieved, and create a legacy that lasts well beyond the business itself.
Merge your business and personal finances to ensure your business supports the life you want—now and in the future.
- Aligning business and personal finances to maximise wealth.
- Tax-efficient strategies to optimise earnings and wealth preservation.
- Strategies to minimise corporation tax, income tax, capital gains tax, and inheritance tax.
- Using tax wrappers like pensions, ISAs, EIS, and VCTs for optimal wealth structuring.
- Efficient extraction of profits from the business (salary, dividends, pension contributions, etc.).
- Ensuring efficient wealth transfer to future generations.
- Diversifying wealth beyond the business to reduce concentration risk.
- Worry less about your finances, focus more on what’s important
- Ensuring investments align with long-term financial objectives and succession planning.
- Preparing for a sale or transition while maximising value and minimising tax.
- Providing contingency plans in case of ill health, incapacity, or key person risk.
- Helping business owners strike a balance between reinvesting in the company and securing their future.
Entrepreneur Scorecard: A Smarter Way to take control.
Entrepreneur Scorecard: A Smarter Way to Plan
Our Entrepreneur Scorecard is an independent tool designed to help business owners take control of their financial future. It provides a clear, structured way to assess key areas like tax efficiency, investment planning, risk management, and business succession.
With this scorecard, you can:
✅ Identify strengths and gaps in your financial strategy
✅ Make informed decisions for both business and personal wealth
✅ Plan ahead for growth, retirement, or a business exit
✅ Ensure long-term financial security and legacy planning
Think of it as a roadmap for smarter financial decisions, helping you stay ahead, minimise risks, and build lasting wealth.
