As a business owner you probably decided to pursue your dreams of ‘being your own boss’ in order to have more control of your life. You not only wanted to spend your time doing what you love and making the
What Does Financial Freedom Mean…to You?
Have you ever considered what it would mean to be ‘financially free’? Would you sell your business or leave your job so that you had more time to relax with friends and family, travel, buy that Ferrari you’ve always wanted,
How to Value a Business
Do you know how much your business is worth? You should, even if you’re not planning on selling right now. Knowing the value of your business gives you the power to make confident decisions about the future, both yours and
How Do I Exit From My Business?
If you’re asking this question, you’re already on the right path to a successful business sale. A business exit strategy is highly valuable at any stage of your business journey, but even if you appreciate this fact, it can be
What is Financial Planning?
You know it makes sense to create a business plan, giving you a roadmap that will plot your course to success, be that growth and expansion or a seamless sale. But what about your financial plan for everything else? When
Smart Financial
Here’s an opportunity to join one of the North West’s leading Financial Planning firms. Smart Financial Planning is a highly regarded Lifestyle Financial Planning firm, led by the former Chairman of the Institute of Financial Planning in the North West and
The Key to Protecting Your Legacy? Business Continuity Planning
Your business is your livelihood, but what would happen if you suddenly couldn’t be there, either temporarily or even permanently? Illness or an accident can happen without warning, affecting not just you but your loved ones, your employees, and the
What Our Clients Say
Don’t just take our word for it – find out what our clients say about working with Smart Financial I thought this would be an indulgence, but going through the business planning process with Smart Financial has far exceeded my
Can I sell my business?
Can I sell my business? Client called the office today to ask what we had put in his financial plan as the sale value of his business. He couldn’t remember but had been offered £500,000. Having quickly updated his
6 Questions to Ask Your Financial Planner
If you’re considering working with a financial planner, no doubt you’ll have lots of questions about how they work and what’s involved. To find the right person with the best advice for you, it’s worth taking the time to research