Entrepreneurs
Build, Protect, and Plan for Your Future
You may have a figure in mind for what you want your business to be worth.
We’ll help you determine if that number truly supports your lifestyle, financial commitments, and long-term goals—both personal and professional. Our approach ensures you can extract wealth efficiently, manage risk, and structure your finances for tax efficiency.
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.
