For Entrepreneurs

How we can help you with pre, during and post-business sale. Are you ready to take the plunge?

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We Understand Your Challenges

Approaching a business sale is an exciting but nerve-racking time. On the one hand, you are excited to commence the next chapter of your life, yet simultaneously you are anxiously wondering if you are selling the business for the right price, in order to be able to achieve all the things you want to do for the rest of your life, or until your next venture.

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How Capital can help you

How we help you

Our chartered financial advisers specialise in helping people like you exit their business. This is how we can help:

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Discovering what you want from post-sale life

It shouldn’t be all about the value of your business, it’s about how much capital you require to live the life you deserve. Your destination is, in fact, the correct place to start. We’ll work with you to discover what you aspire to have from your post-sale life. From maintaining a comfortable daily lifestyle to luxury holidays, and gifting and expensive purchases.

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Working out how much is enough

Once we understand where you’re heading, we’ll do the sums to calculate how much is enough to cover your life following the sale of your business. We can give you the confidence you need to be able to say yes to the right price for your business, without the anxiety and worry of it not being sufficient. This means you won’t be waiting around for a better price and can spend your precious time doing what you love.

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Your bespoke financial roadmap

Advanced FutureMapping technology enables us to create a bespoke financial roadmap for you. This maps all your future life events, ambitions and life goals, along with your incomings and outgoings, predicting any anticipated market changes; to measure your future financial situation. This tests how robust your financial plan is against challenging life questions and possible scenarios.

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Investing

Fundamentally, your money should work as hard as you had to work to make it. Your financial advisor will design a bespoke investment strategy to meet your personal, financial goals and to achieve optimal returns.

This will guarantee that the revenue from your business sale continues to grow and beat inflation which will, in turn, fuel your future and goals. The best part of this is that you won’t have to lift a single finger as we’ll take care of the monitoring and rebalancing of your portfolio.An experienced in-house team and our esteemed investment consultant; Tim Hale, regularly monitor and enhance the investment portfolios and over this last decade our clients’ investment portfolios have achieved significantly ‘above inflation’ returns:

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If you invested

£1,000,000*

A lump sum of £1million invested for nine years produced an annualised return of 7.92%, a gain of £987,685

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It could now be worth

£1,987,685

*Notes: Capital 60/40 portfolio, 19.02.2011 to 19.02.2020, gross total return before costs. Source FE Analytics. Please note that past performance is not indicative of future performance and you may get back less than you invested.

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Online Access

Stay in control of your finances with our online investment portal, easily available at your fingertips, allowing you to check-in, when you so wish, to see how your investments are doing.

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Helping you achieve True Wealth

Selling your business is undoubtedly a complex process, even for an experienced, serial entrepreneur.

There are many financial and legal questions that arise along the journey and therefore having a guide that has had the experience of supporting numerous business owners, just like you, before, during and post-sale is invaluable. This support can critically help you to avoid any crucial mistakes, giving you peace of mind.

Your financial advisor will be on hand to help throughout the entire process, they will act as your impartial sounding board to help you make those challenging decisions and to answer your financial questions, taking some of the hard work o your hands. Here are just a few examples of how your financial advisor can help:

Pre Sale

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How much you need to sell for

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Pension Planning

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Planning the future

Business Sale

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Business tax relief

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Lump sum or earn out

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Legalities

Post Sale

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Tax/inheritance

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Investing the money

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Financial life planning

How much does it cost?

Nobody likes paying for extra services they don’t use. That is why all of our fees are bespoke to you, based upon the services you require and your financial complexity. Our fee approach is simple and most importantly, it is transparent. Additionally, the fee will always be agreed in conjunction with you, before we begin any work. We offer a flat, annual subscription fee with the flexibility to add or remove additional services as and when you need it.

Our Core Services

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Your own financial planning team

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Annual planning meeting

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Your personal financial roadmap

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A personal investment portfolio

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The annual ISA service

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The professional wealth network

Related Client Stories

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Next Steps

If you are ready to sell your business and would like to collaborate with an experienced financial advisor, contact us today for your free, no-obligation, coffee meeting to discuss how we can support you.

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Discovery

Share your story – the good and the bad.Your ideal lifestyle and ambitions for the future. Your family, your values and what’s important to you

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Analysis

Identifying how much you need from your business sale to fuel your ideal future and planning how to invest to ensure your money beats inflation.

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Plan

Once you are happy with your plan, we’ll do all the hard work for you. Just sit back and relax while we put your plan into action.

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Annual Meeting

We’ll meet each year to review your progress and fine-tune your plan. But we’re always on hand at any time throughout the year, you don’t have to wait.

Get in touch to see how we can help

Helpful tools and guides for selling your business

Selling your business for the right amount of money at the right time isn’t easy. Learn how to beat the odds and get the perfect outcome.

View our guide to selling your business

What to do with the proceeds from your business sale

Whether you are expecting a lump sum or an earn-out, you need to invest your money wisely to ensure it lasts you the rest of your life or until your next venture.