Exit Strategies

Financial Planning For Business Owners

There will come a time when owners look to sell their business, whether at retirement or before…

Sovereign Financial Partners Can Help You Prepare

  • At Retirement

    Many business owners consider their business to be their retirement planning and whilst it may be their biggest asset, it is important to ensure as a business owner you achieve any sale in a tax-efficient way, whilst maximising the value and ensuring your clients are cared for.

    At Sovereign Financial Partners we have been helping business owners successfully achieve their goals for more than 10 years and completed over 30 business acquisitions across the group.

    With our experienced team, we’re able to provide a flexible approach allowing each acquisition to be tailored to the individual needs of the business owner. 

    Whether you are a small one-man business or a large Corporate, we have the experience to help you achieve your goals – No deal too small or too big.

  • Before Retirement

    Don’t leave the sale of your biggest asset to the last moment…

    Sovereign Financial Partners also provides business owners an opportunity to partner with us, allowing the business relationship to develop and grow towards an eventual sale.

    This ensures the best transition for the client with an easier acquisition process saving you time and pressure.

Preparation Is Key

 

“By failing to prepare, you are preparing to fail.”

Benjamin Franklin

 
Sovereign Financial Partners is looking to attract firms who share our culture and common goals, allowing us to work together to help fulfil your long-term aspirations and objectives.

Talk to us

If you are thinking about planning for the future and want to start exploring your succession options, at Sovereign Financial Partners we can help Power your Future to secure you an attractive exit option for you, your business and clients.

By sending this form you agree to the Sovereign Financial Partners Privacy Policy, which can be read here;Sovereign Financial Partners Privacy Policy. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Copyright © 2020 Sovereign Financial Partners – All Rights Reserved.

Company registration 12465188.

Sovereign Financial Partners is a trading name of Sovereign Money Matters Ltd, registered number 08287674. Sovereign Money Matters Ltd is authorised by the FCA, reference 599883.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Estate Planning Services.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk