The Business Wealth Experts specialise in supporting Business Owners and Company Shareholders

We solve the wealth and retirement problem faced by business owners and shareholders.

We create a future where your business;

• creates enough profit for the lifestyle you want now 
• and creates enough profit to secure the retirement you want in the future
• or will sell for a lump sum that will let you do just that
  – or both!

Imagine your life where you have all the money that you would need to have, to do whatever you want to do, whenever you want to do it?

What does your ‘whatever whenever’ lifestyle look like?

Now, take that, and add to it, the standard of care that you want throughout your later years. It may sound a bit morbid, yet this needs to be accounted for too.

Imagine your life where you have all the money that you would need to have, to do whatever you want to do, whenever you want to do it?

What does your ‘whatever whenever’ lifestyle look like?

Now, take that, and add to it, the standard of care that you want throughout your later years. It may sound a bit morbid, yet this needs to be accounted for too.

What would you need to fund this? 40k per year, £60k, £80k, a £100k or more, per year?

How big a pot of money would you need to be able to safely withdraw and spend that amount of money, year after year, for the rest of your life?

Lets refer to this big pot of money as your ‘Lifetime Wealth Requirement’.

So what is it, what is your Lifetime Wealth Requirement – and importantly, when will you need it?

In very very simple terms, as a business owner, your wealth has two key components.

[1] The assets that you already own. Your savings, pensions, your home, other land and property and your stocks and shares. These assets reflect your current wealth, as it stands today, and they are relatively safe and predictable.

[2] Your business. This reflects your potential wealth, in the future, and it is relatively risky and unpredictable. And crucially, to receive it you would have to sell your business – which takes time.

In very very simple terms, as a business owner, your wealth has two key components.

[1] The assets that you already own. Your savings, pensions, your home, other land and property and your stocks and shares. These assets reflect your current wealth, as it stands today, and they are relatively safe and predictable.

[2] Your business. This reflects your potential wealth, in the future, and it is relatively risky and unpredictable. And crucially, to receive it you would have to sell your business – which takes time.

[1] What your Lifetime Wealth Requirement is and your time-frame to achieve it

[2] What the value of your assets are and what they are predicted to become over time

[3] What the value of your business is and what it is predicted to become over time

Our Business Wealth Experts can work with you to define your numbers and provide a forecasted timeline for how they may change. We can also work with you, in a variety of ways, if you would like to quickly, significantly and sustainably improve them.

Wealth Management Expert. Calculates your Lifetime Wealth Requirement and assesses your assets, maximises their returns, timelines their growth and shows their contribution towards your Lifetime Wealth Requirement.

Business Broker Expert. Values your business and analyses the marketplace to see who is buying. Shows how your business will contribute to your Lifetime Wealth Requirement – and the risks to it.

Business Value Expert. Increases your business’s ongoing profits, its overall value, and its ‘sellability’ to achieve your Lifetime Wealth Requirement.

Wealth Management Expert. Calculates your Lifetime Wealth Requirement and assesses your assets, maximises their returns, timelines their growth and shows their contribution towards your Lifetime Wealth Requirement.

Business Broker Expert. Values your business and analyses the marketplace to see who is buying. Shows how your business will contribute to your Lifetime Wealth Requirement – and the risks to it.

Business Value Expert. Increases your business’s ongoing profits, its overall value, and its ‘sellability’ to achieve your Lifetime Wealth Requirement.

The Business Wealth Experts will provide you with all 3 experts.

During an initial 3 month ‘Assessment, Alignment & Planning’ period they will work with you to put their plans together for you. 

Once your ‘Assessment, Alignment & Planning’ period is complete and you have your plan in hand you can choose how you would like to proceed from there.

Do it Yourself – You take your plan and follow it on your own

Do it With You – You have regular, structured, and ongoing engagement with your Business Wealth Experts to work through your plan with you.

Do it For You – You appoint a Business Value Expert to work through your plan for you – to effectively be ‘in-house’ and do it for you.

So, which is it for you?

Do it Yourself – You take your plan and follow it on your own

Do it With You – You have regular, structured, and ongoing engagement with your Business Wealth Experts to work through your plan with you.

Do it For You – You appoint a Business Value Expert to work through your plan for you – to effectively be ‘in-house’ and do it for you.

So, which is it for you?

Right now are you adding up the value of your assets?

And adding in the value of your business, if it is sellable?

Are you finding that the combined value falls short of your Lifetime Wealth Requirement?

And, very importantly, are you factoring in your time left to achieve it?

Are you now realising that time really is of the essence?

If so, get in touch today to find out how, with the Business Wealth Experts, you can achieve your Lifetime Wealth Requirement within the time-frame you need.