Every Business Owner needs a Financial Plan
As a Business Owner, Financial Planning for the future of your company is just as crucial as Financial Planning for your family.
Your time is money and your aim to to save both. Creating a Financial Plan as a Business Owner means that you can plan just what your future looks like and make sure that you have the right plans in place to make it a reality.
Ask yourself…
- When is it time to sell my business?
- Can my business protect my family?
- What does my Retirement look like?
- What’s my exit plan?
Do any of these sound familiar? Financial Planning for your business can and will help you answer these questions. No jargon, no time wasted, just simple Financial Planning to keep your business on track.
How Financial Planning can help your business
You started your business to help people now but to also help the future you and your family.
Financial Planning for Business Owners is not dissimilar to Financial Planning for your family. You create goals, targets, and build a vision of what you want your future to look like.
When was the last time you took a look at how Financial Planning could help your business?
If you’re looking to take away stress of planning your business’ finances, there’s no better time to start than now.
Business Owners just like you
Penguin makes it their business to get to know you as a person and this gives them the knowledge to know what keeps you awake at night & alleviate those anxieties. We have entrusted Penguin basically with our lives & we feel more than comfortable to do this...
Debbie
2020Following purchasing our first home and setting up a business, my husband and I were pleased to meet with Penguin and benefit from their expertise. Penguin have been helping us in recent months to put in place the necessary financial and legal structures to protect us and our business as it continues to grow...
Lois
2020Penguin offers me, my family, and my business more than just a wealth management service. They offer me the ability to come to them with issues or challenges that I may have both in my personal life and in my business life. They've helped with all types of business related insurance, pensions advice, auto-enrolment advice, and I've recommended Penguin to so many people over the years...
Paul
2020
Shareholder Protection
What would happen to your shares if you died?
Have you recently started a business? Or gone into business with someone else?
Don’t overlook your family when it comes to Financial Planning for your business, Business Financial Planning and Personal Financial Planning are not mutually exclusive as it may seem.
If you need to know just how much your business can help your family then start by downloading the guide to Shareholder Protection.
Looking to find out just how much protection you need? Use the Shareholder Protection Calculator and get a free Personalised Shareholder Report by clicking here.
