How much is enough?

If the stress of running a business has left you tired, burnt out and longing for early retirement, it may be time to look at selling.

One of the biggest concerns we hear from business owners is the fact that they are unsure how to prepare their business for sale. We can help you put a solid exit strategy in place and extract the maximum value from your practice.

‘Your’ number

Selling your business is likely to be one of the most important, as well as potentially complicated, financial transactions you’ll make in your lifetime. It’s therefore crucially important to put the time into planning before your negotiations start.

As a business owner, you’re likely to have a good grasp of your revenues and expenses and you may have already done your research into the multiples businesses in your profession or industry typically sell for. But you may be unsure what your sale price should be.

We can help you reach a number that not just fairly reflects the years of work you have put into building the business up, but also allows you to realise your future life ambitions too.

Who we work with

We want to be sure we can provide the standard of excellence and service that our clients deserve. That’s why we are careful about only working with those clients for whom we can provide our very best work.

Our clients work with us because they value a long-term, meaningful relationship and an extraordinary, personalised service. They engage us to help them achieve goals and aspirations that mean something in their life. And that is what we always strive to deliver.

That means if you’re looking for a one-off piece of transactional financial advice, we may not be the right fit for you.

Our services are best suited to:

  • Are company directors / senior executives / partners in a professional practice
  • Business owners, or
  • Are widowed
  • Are saving for future plans or preparing for retirement
  • Have a good lifestyle and want to protect it
  • Would like some professional and personal guidance on how to help you get the best from your life with the money you have

Mostly, we meet new clients at a crossroads in their life; they are looking to make changes or overcome worries about the future.

Our services are therefore designed for clients who are facing key life decisions, are looking for some professional and personal guidance on how to help you get the best from their life with the money they have and who may need existing assets realigned into a comprehensive lifestyle financial plan.

If you’re unsure whether our services are right for you, get in touch and we’ll be happy to answer your questions.

How we can help

A financial plan will help you get the most from selling your business.

Having spent more than 22 years working with business owners, we are uniquely positioned to help ensure you obtain a fair valuation for the business you have spent so long creating.

We work with independent practice valuation specialists who work for you to secure the best possible price and we will help you prepare for the sale with business coaching and advice on the legal and financial aspects of your exit strategy.

But more than that, as Lifestyle Financial Planners, we’ll help you find the number that works for you both professionally and personally, by looking at the bigger picture of where your business sale fits into your lifestyle plans.

Case studies

He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
client since 2014
When I think about my finances now, I don’t worry
Sue Johnson
client since 2015
Matt didn’t come across as a normal financial services type of person.
Phil & Sharon Middleton client since 2018
Matthew is always accessible.
Richard Langran
client since 2019

Get in touch


35-37 High Street
Barrow upon Soar
LE12 8PY