Financial Planning Insights

The Myth of “I’ll Decide Later”

For many founders, the period immediately after a liquidity event, be that a trade sale, management buyout or a substantial dividend, feels like the first opportunity in years to pause. Many business owners instinctively adopt a temporary holding position.

What Good Financial Advice Should Feel Like for Women

Over the last year, Helen Howcroft has spent a lot of time listening to women talk about their financial lives, their worries and their goals. Those conversations have shaped how we think about advice and what women tell us they value most.

Financial Planning is not a deal afterthought 

For many business owners, the sale of their company represents the most significant financial event of their lifetime. Years, and often decades, of hard work, risk-taking, and personal sacrifice culminate in a transaction that can dramatically change their financial future.

Pension Planning Before Exit

For business owners: Why timing matters more than how much you contribute, why this year is particularly important and some common misunderstandings.