Transforming your Business to an Investment

Business owners take all sorts of advice for many things but how seriously do they take their financial future? We find that too many business owners fund their business today from their own and their family’s future. Many business owners do not pay themselves a market rate income, and that is ok as there are other benefits they receive from their business, but we find that too many business owners are not saving for their future. Most business owners hope that either one day they will sell their business or their business will take off and they will make a fortune.

Hope is not a strategy.

We help our business owners with

  • Business Structures/ Entities
  • Goal setting
  • Growth Cycles
  • Cash Flow forecasting/ Budgeting
  • Document management processes
  • Leadership training
  • Wealth creation
  • Business Succession Strategies

Your business is a very valuable resource and should be treated as any other investment. You should take profit from it regularly (so as not to choke the business) and diversify into other growth assets. We work with you to see what is possible. This work does not replace a tax accountant’s work. We work closely with your accountant and a solicitor to ensure your professional advisers are all helping you achieve your goals.

“The best time to plant a tree was 20 years ago. The second best time is now”- Ancient Chinese Proverb

Contact us TODAY to discuss how we can help you drive more value from your business.

Don McRae has organised our previously chaotic financial arrangements into a plan that gives us peace of mind for the future. He has explained the pros and cons of various strategies in a clear and detailed manner.

My wife and I consider Don to be a friend and we have not hesitated to recommend him to friends and family.

We now have an achievable goal for our retirement years that has been tailored to our individual needs and we know that Don is always available to assist us if we have any concerns.

Stephen & Anne

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