Financial planning and growth advisory built specifically for founders — company and personal finances handled together, not in silos.
For most founders the business is the pension, the salary and the biggest single risk. We plan for the company and the person at the same time, because separating them hides the real exposure.
Where we add value
- Profit extraction: salary, dividend and pension balance
- Cash-flow forecasting and working-capital planning
- Business protection — key person and shareholder cover
- Exit and succession planning, started early enough to matter
- Personal wealth strategy funded by the business
Typical engagement
An initial deep-dive, a written plan within three weeks, then quarterly reviews as the business moves.
Business Owners & Entrepreneurs — let's talk it through
No obligation, no jargon. Just a clear view of your options.