As a Wealth Manager I spend most of my time working with clients who want to retire soon, and for most of them the process is a simple case of deciding on a date, then drawing on their pension.
As a business owner the equation is not so simple; tax efficiency, estate planning, known outcomes, an ability to plan for the future... These are all things that make a pension so powerful, but don’t necessarily apply to a business.
But could they? And if so why do so few Wealth Managers want to talk to you about your business?
At Private Label Wealth, we’re different. We can actually advise you on the exit as part of your retirement planning- we’ll understand your goals and help you shape your business for sale and to maximise shareholder returns. We can then create a holistic, integrated plan covering not just your personal wealth, but your entire wealth across both personal and business assets- this leads to better outcomes for all, now and in the future.
If this is something you’re interested in, let’s have a cost free, no obligation chat to see if I can help
Gareth
