Category Archives: Exit Planning

Top 5 Retirement Concerns

Retirement should not be considered a destination, it is not. It is simply a new phase in your life and one that can be fulfilling, inspirational to your family and fun for you. Retirement is an opportunity for you to do … Continue reading

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What will you do when you retire?

Have you ever wondered what you will do when you retire? In our work we are often faced with the issue that retirement and succession means there will be nothing for business owners to do with their time when they … Continue reading

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Financial Planning vs Financial Advice vs Robo Advice

Pensions and investments can be confusing and seeking advice on these might be a daunting task. Who do you get advice from? Can you do it yourself? What sort of advice are you looking for? Can you trust a financial … Continue reading

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4 tips for a successful exit strategy

If you are a business owner, even a relatively young business owner, then it’s very possible that getting out of your business may have crossed your mind at some point. After all, none of us want to work forever, and … Continue reading

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My Business is my Pension

When we ask business owners how they plan to fund their retirement, we are regularly told that “my business is my pension” This may be an assumption you have made, however if you are working in a family business this … Continue reading

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