Financial Planning for Business Owners
Supporting your business, your wealth and your future
Running a successful business brings both unique financial opportunities and challenges. As your business grows, so too can the complexity of your personal finances. A joined up financial plan can help you manage your wealth efficiently, protect your business and plan confidently for the future. Whether you're growing an owner-managed business, navigating private equity investment, planning for a future business exit or investing surplus capital, taking a proactive approach can help ensure your personal and business finances work together to support your long term goals.
At Lathe & Co
We work with company directors, shareholders, partners, entrepreneurs and PE-backed business owners across the UK, providing financial planning that's tailored to both personal and business objectives.
Whether you're extracting profits tax efficiently, investing surplus capital, preparing for a liquidity event, planning a future business exit or managing wealth following private equity investment, we'll help you make informed financial decisions with confidence. As your business and personal circumstances evolve, we'll continue to review your financial plan to ensure it remains aligned with your objectives. Where appropriate, we'll also work alongside your accountant, solicitor and corporate advisers to provide a joined up approach.
How can we help?
- Business protection
- Shareholder protection
- Succession planning
- Exit planning
- Liquidity event planning
- Investing business sale proceeds
- Estate and Inheritance Tax planning
- Cashflow forecasting
FAQs
Other solutions
Tax Planning
Effective tax planning can make a significant difference to your long-term financial wellbeing. We'll help you make the most of available allowances and reliefs while ensuring your wealth is managed as tax efficiently as possible.
Investments
Growing your wealth takes more than simply choosing the right investments. Our independent investment advice is designed to keep your portfolio aligned with your goals, your attitude to risk and your changing circumstances.
Protection
The right financial protection provides reassurance when life doesn't go to plan. We'll help you protect the people and things that matter most with cover that's appropriate for your circumstances.
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