Entrepreneurs
Helping founders navigate their exit without agendas or commission.
Every founder faces it eventually: the moment when you move from building your business to shaping life beyond it. Your exit is more than a deal value it’s a bridge to the next chapter.
It’s the point where years of effort, risk, and sacrifice come together to shape the rest of your life. For many founders, the business isn’t just an asset it’s part of their identity. So when the time comes to sell, the real challenge isn’t the negotiation across the table, it’s knowing what the outcome truly means for you, your family, and your future.
That’s why we believe your exit deserves more than deal-making. It deserves clarity, structure, and independent advice with no sales pitch, no hidden agendas just support focused entirely on your goals
Selling your business is one of life’s biggest decisions.
It’s not about the deal value, but what it means for you and your family. We offer clarity, structure, and independent advice with no sales pitch, no hidden agendas, just support focused on your goals.
Know What’s Enough
Many founders chase a headline figure without stopping to ask: is it truly enough?
Enough to secure your lifestyle, protect your family, and give you the freedom to choose what comes next.
We help you define that number with confidence. By testing assumptions and mapping it against your real goals, we remove the guesswork and give you clarity so you know exactly what you need from your exit to support the life you want to live.
Clear, Simple & Quick Process
Personalised Planning
No Hidden Agendas
A Smarter Way to take control.
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.
Our Exit WealthPlan turns clarity into action. In three structured steps, we transform your vision into a practical plan:
Define What ‘Grab Life’ Means to You
Every entrepreneur has a different picture of success. For some, it’s time with family. For others, it’s adventure, philanthropy, or launching something new. We take the time to uncover what “grab life” means to you personally.
This stage isn’t about spreadsheets or valuations it’s about clarity. By exploring your values, lifestyle goals, and priorities, we create a foundation that keeps every financial and strategic decision focused on your future, not just your exit.
Map the Exit You Need to Get There
Support You in Real Time Through the Deal
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.).
- 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.
