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November 2023

Exiting Your Business in The Next 10 Years? When Should You Use Fractional Finance Experts?

It’s easy to get caught up in the excitement of starting and running a successful business, but one critical aspect is often overlooked: exit planning. Of course, every owner dreams of achieving a prosperous exit, but many get too busy to sort out the finances. This short article will examine why you should address your …

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5 key reasons to have a wealth manager pre and during a business exit transaction

We have conducted research with the ICAEW’s Corporate Finance Faculty, the Law Society’s Research Unit and dealt with hundreds of entrepreneurs through their exit. The consistent findings are that personal wealth decisions should be made well before completion for maximum benefit.  Much of the opportunities are lost once you’ve exited. Here are our 5 most …

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