Families in business

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We are a family business ourselves and therefore, we really understand what it takes to manage, develop, and grow a successful and prosperous family business.

Whilst a family business may share similar opportunities and challenges to an SME, there are more complexities when it comes to managing a business when it is a family business. For example, it can lead to complex and sensitive discussions around succession planning, strategic planning and shareholder relations. However, just like a ‘normal’ SME, family businesses are also directly responsible for their own futures, and so, by taking professional financial advice can help provide the most suitable solutions for the family and the business.

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    Our Six Step Process

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    STEP 1
    The first thing we do is meet with you and listen

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    STEP 2
    our financial and lifestyle goals

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    STEP 3
    Uncovering the most suitable solutions for you

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    STEP 4
    Creating your financial plan

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    STEP 5
    Working together to achieve your plan

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    STEP 6
    Regular reviews and updates