7IM for business owners and entrepreneurs
We can help you - from financial planning when you are starting your business to investing the proceeds after a sale
Every business and business owner we work with is unique and exciting, but for all their differences, their concerns are often similar:
- "How do I extract profits from my business tax efficiently?"
- “When’s the right time to sell the business?”
- "How do I manage my succession planning?"
- “How do I exit my business tax-efficiently?”
- “How much do I need to set aside to provide for my family and retirement?”
- “I have sold my business, what next?”
- And many more.
Helping you with every stage of your business
We deal with these issues day in and day out, and can help you make plans, resolve pain points, get your tax planning in shape, manage your assets effectively and make a grand exit – leaving you more time to focus on the business or enjoy life outside it.
Whatever stage your business is at – startup or household name, first generation or third – we have the expertise to help with your needs. You can expect a personalised approach, regular reviews of your personal and business finances, and someone on the end of the phone to talk through any concerns you may have.
Who we could be suitable for
Business owners and entrepreneurs who are looking for help with the complexities of their business and personal finances
Those in search of high quality financial planning and investment management, all delivered through a first class personalised service
Start a conversation with us today