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 decisions over who you did business with, but to reap the rewards and to have

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, or otherwise pursue leisure activities? Would you keep your business or your job, but adopt

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 that of your business. Your starting point is determining that value. How Much is Your

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 difficult to identify all exit options and know which one is right for you. Let

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 your business is one of your biggest assets, your personal ambitions are likely to be

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 director, coach and mentor or the FP Training Academy, Steve Martin.  We are setting new

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 others who count on you. Fortunately, there is a way to protect your legacy and

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 expectations. It’s helped to clarify and address key challenges in my business and has set

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 model we identified that he could sell providing he worked in the new company for 5

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 your potential planners. Asking the following six questions is a great way to find out