Business financial planning: pay yourself well, protect the firm, exit on your terms
You've built the business, now build your own future around it. We give owners and directors joined-up financial planning, from tax-efficient pensions to protecting the firm and planning your exit.
- Director's and business owner pensions
- Protect the business and your family
- Plan a tax-efficient exit
One plan for you and the business, not two
Business owners are brilliant at running the company and often last in line for their own financial plan. We fix that, extracting profit tax-efficiently, funding a pension that could even buy your premises, protecting the business against the loss of a key person, and mapping an exit that leaves you well off. One plan for you and the business, not two.
How business financial planning works with us
Why Positive Advisers for business owners
What clients say
“Great service from Mark. Managed to process all of the paperwork in time for my end-of-year deadline.”
“Over 15+ years Mark has helped with many financial matters and always finds a great solution.”
“Always friendly, honest and sound advice; I feel valued and that my investments and pensions are well looked after.”
Meet your business planning adviser
Terry Roberts works with business owners across Essex and the UK on pensions, property and exit planning.
Business financial planning FAQs
Can my company pay into my pension?
Yes, employer pension contributions can be a tax-efficient way to extract profit. We'll model it for you.
Can you help me plan my exit?
Yes, from building the value in your pension to timing and structuring, we'll help you exit on your terms.
What does it cost?
Free first consultation; fees scoped and agreed in writing before any work.