Entrepreneurs & Business Owners
Bridging business wealth and family wealth.
For most entrepreneurs, the business is both their greatest asset and their greatest risk. Their personal wealth is closely tied to it, and decisions in one shape the other. As Chartered Accountants who have advised more than 100 companies, we understand both sides of that equation.
What’s on your mind
- How much of my wealth should stay in the business?
- How should I pay myself and extract profits tax-efficiently?
- What is my business worth, and how do I plan an exit or succession?
- How do I protect my family from business risk?
How we help
- Business strategy, financial modelling and virtual CFO support
- Profit extraction and promoter tax planning
- Diversifying personal wealth outside the business
- Business succession and ownership structuring
A coordinated approach
One plan, built around you.
Whatever your starting point, we follow the same five stages, with one relationship lead coordinating the specialists behind the scenes.
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01
Discover
A detailed conversation about your goals, family, business and current holdings.
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02
Diagnose
A complete review of investments, tax position, protection and structure, highlighting gaps and overlaps.
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03
Design
A written plan with clear priorities, responsibilities and timelines.
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04
Implement
Coordinated execution across investments, documentation and compliance.
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05
Review
Scheduled reviews, and prompt attention when life or regulation changes.
Most relevant services
Relevant product offerings
Hypothetical illustration — not a client case
A second-generation business owner has almost all of his wealth in the company. A plan sets a sustainable profit-extraction approach, builds a diversified personal portfolio over five years and documents how ownership will pass to the next generation.
FAQs
Questions we often hear
Can you handle both my personal and business taxes?
Yes. Handling both together often reveals planning opportunities that are missed when they are managed separately.
Talk to us about your business.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.