Your business is your greatest asset, but is it in your financial plan?

    Simpson Wood
    21st February 2024
    Home » Blog Posts » Your business is your greatest asset, but is it in your financial plan?

    Attention business owners and entrepreneurs – We have just launched our new ‘What’s My Number Calculator’. Unlock the true potential of your financial future with our innovative ‘What’s My Number’ business exit strategy calculator. Over years of dedicated service advising our clients on both personal and business wealth, we identified a significant gap in the market when it comes to incorporating business wealth into a comprehensive financial plan. Your business is your greatest asset and should play a central role in shaping your financial plan.

    Strategise Your Exit with Simpson Wood

    Planning your business exit strategy well in advance — whether it’s three, five, or ten years down the line — is crucial for a smooth transition and optimal financial outcomes. At Simpson Wood, our team of Corporate Financial Planners brings over two decades of expertise to the table, providing you with a strategic approach to maximising your overall wealth through Corporate Financial Planning.

    Our exit value calculator, a bespoke tool tailored for our clients, plays a pivotal role in this strategic planning process. It’s designed to help you forecast the financial outcomes of various exit strategies, ensuring that you make informed decisions that align with your long-term financial goals.

    For personalised guidance on how to integrate your business wealth into your long-term financial plan, or to understand how we’ve assisted our clients in achieving their financial goals, don’t hesitate to contact our Corporate Planning Team today.

    business exit planning

    Key Features of Our Calculator

    Find out your magic number for a dream retirement! Our ‘What’s My Number’ calculator has been designed to provide business owners with the confidence and clarity needed to determine the exact financial figure in pounds required for a successful business exit, to ensure your retirement is funded to match your desired lifestyle. By carefully analysing your dream retirement – whether it involves bucket list holidays, a new million-pound home, or regularly indulging in the finest dining experiences – our calculator provides insights into the true cost of your ideal retirement. Click here to calculate now and take the first step towards your perfect retirement.

    Merge Your Personal and Business Wealth

    Unlike traditional approaches, our Corporate Financial Planners integrate long-term financial plans covering both personal and business wealth. This value can realistically be broken down into both tangible and intangible value, with the former usually comprising a holding company (potentially a series of companies) of real assets. By real, we define real as something expected to grow at least in line with inflation and is therefore invested within property, a portfolio of stocks and shares, or potentially some shares within another privately owned company. Tangible assets have a realisable value, so in our view can and should be included within your Financial Plan.

    To find out more about how our Corporate Financial Planners can transform your personal and business wealth strategy with a comprehensive approach that values both tangible and intangible assets, visit our Financial Planning page.

    Achieve Financial Freedom and Plan for a Secure Retirement

    Prepare for financial freedom and confidently step into retirement with our ‘What’s My Number’ calculator. Gain insights into the true cost of your dream retirement with the calculator and determine the financial amount required for a successful business exit.

    After leveraging these comprehensive features, we at Simpson Wood will guide you through understanding the tax implications of withdrawing a lump sum from your investments. Our aim is to equip you with all the necessary information, ensuring you make well-informed decisions for a secure and fulfilling retirement.

    Step into Financial Freedom

    Prepare for financial freedom and confidently step into retirement with our ‘What’s My Number’ calculator. Gain insights into the true cost of your dream retirement and determine the financial amount required for a successful business exit. With the support of tools like our retirement planning calculator, you’re well-equipped to make informed decisions about your financial future.

    Your business is not just an asset; it’s a pivotal element of your financial future. With Simpson Wood discover Financial Freedom, early retirement is not just a dream—it’s a plan.

    Let’s plan for it together. To access our calculator and embark on the journey to securing your financial future, click here.

    Click the button below to access the calculator!

    Call our expert corporate planning team today on 01484 534431 for assistance to accurately calculate ‘Your Number’ and discuss your long-term financial plan.

    Need Some Advice?

    Looking for some help or a little advice?

    Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

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