Selling your business is a once-in-a-lifetime event. Plan for what comes after.

Most business owners spend years building their company and months negotiating the sale, but very little time planning what happens to the money afterwards. Starting that conversation one to three years before a sale gives you clarity on what you actually need from the deal and time to make good decisions.

Is this you?

You're considering selling in the next few years, or you've received an approach. Most of your wealth is tied up in your business. You're not sure what "enough" looks like, or what life after the sale will involve.

Questions we often help with

How much do I need from the sale to live the life I want? How should the proceeds be held (personally, in a trust, or in a company)? What should I be doing now, before the sale, to prepare? How do I avoid making rushed decisions when the money arrives?

How we help

We help you understand what the sale needs to achieve for you and your family, work alongside your accountant, lawyer and broker, and prepare an investment plan so you're ready from the day settlement lands.