Financial Planning for Business’s
I am always amazed at how hard an individual works to ensure that their business is on track and is running smoothly but also at the same time how little is invested in ensuring that both the business and proprietor are protected. Think of that for a moment, you spend long hard hours making sure that the i’s are dotted and the t’s are crossed but do not spend any time in ensuring that how will the business carry on if anything happens to yourself or your key employees or other business partners.
I am originally a business graduate and have over the years while working as a financial advisor both used this experience to help business proprietors both protect their business interests and at the same time offer advice on the structure of the business. Again here I focus on the whole picture, not just specific items like pensions or life cover.
So what are some of the areas that Spartan Financial Solutions give advice on?
- The actual business model and how this operates on a day to day basis
- Protection for death and illness cover for proprietors, key employees, shareholders.
- Retirement provision for employees and directors and other executives.
- Investment of surplus funds
- Advice on lending and finance
- How to transfer your business on; either to family or private investors
There are many more areas that could be mentioned above. Are you happy that you can tick off all of the above as having been sorted?
If not give Geoff a call or email him to set up a meeting and you can have a no obligation discussion about you and your business.
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