I have sold my business and need help investing the proceeds

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This is a common scenario and whilst a nice position to be in can cause some sleepless nights in itself.

Why? Because as a business owner you may have been so busy working in the business that you may have neglected your own personal life and perhaps not given enough thought as to what you would like to do now there are no time constraints and less pressure financially.

Define your lifestyle

We spend a lot time discussing the things you enjoy doing now and establishing what you want to do with the rest of your life.

The initial years after selling your business may entail ticking things off your “Bucket List” and travelling. Or it could mean helping the family out now when you can see the benefits first-hand.

Cost your lifestyle

How much is your future lifestyle likely to cost? We try and put a price tag on your future lifestyle and can factor in offs such as paying for a wedding, having the holiday of a lifetime etc. making charitable donations.

Plan your lifestyle

By conducting some sophisticated financial modelling, we can help assess whether the capital realised is sufficient to do all the things you want to and importantly whether you will run out of money.

It can also help assess the rate of investment return required from your capital and ensure that you only take the necessary amount of investment risk to fulfil your objectives.

If you would like help building your financial future, please get in touch.