Business owners strategy service

We know that running a company often leaves little time for anything else, and financial planning can often slip through the cracks. That’s where our Business Owners Strategy Service (B.O.S.S.) can help.

What is the service?

A good value, easy-access financial planning service for business owners to identify valuable opportunities and appropriate actions to be taken prior to the sale of their business. Click here to find out how the service came about.

Who is it for?

Any business owner who is looking to release a capital value from their business in excess of £1 million at any point in the future. As with any aspect of financial planning, the sooner you engage the better. The service is ideally targeted at business owners who are within 5 to 10 years of selling their business or ceasing trading. See our short video here to find out if this service is for you.

How does it work?

The service is designed to engage the business owner (as well as their existing advisers if appropriate) and provide them with two primary outcomes:

  1. An assessment of their current circumstances to uncover ‘Their Number’. Using an in-depth and well-reasoned cash flow assessment, we can help them find exactly how much capital they will need for the future providing an invaluable guide for decision making for both them and their business.
  2. Identify and implement simple and straightforward tax planning strategies which, if established early, can have a massive impact on total tax paid and therefore the overall return needed to meet any post-sale goals.
To hear Colin Lawson explain more about the two steps mentioned above, watch this video, in addition you can see what meetings are involved in process by watching this short video.


Would Equilibrium need to manage investments?

The service is designed to be standalone and there is no requirement for Equilibrium to manage any existing investments the business owner has or disrupt the relationship they may have with an existing adviser. Our short video here, explains how it will work if you already have a relationship with an adviser.

How much does it cost?

The cost for this service is £2,750 + VAT chargeable to the business.
This price is only for the advice element and there could be other investment related costs if you proceed with any recommendations. Colin Lawson explains more about the costs in our short video here.

Want to find out more?

For further details, contact Ben Rogers on 0161 486 2250 or ben.rogers@eqllp.co.uk.