Insights from the Smart Financial team
Many people think of January as a new start. You may have made resolutions, which may not make it to February. You are probably also thinking about the things you want to achieve and do this year and beyond.
Gain control of your business and break free from the owner's trap. Make your business less reliant on you and build a sellable business. Read more.
Have you ever considered what it would mean to be ‘financially free’? Would you sell your business or leave your job so that you had more time to relax with friends and family, travel, buy that Ferrari you’ve always wanted, or otherwise pursue leisure activities? Would you keep your business or your job, but adopt a role that’s less hands-on … Read More
Do you know how much your business is worth? You should, even if you’re not planning on selling right now. Knowing the value of your business gives you the power to make confident decisions about the future, both yours and that of your business. Your starting point is determining that value. How Much is Your Business Worth? There are a … Read More
If you’re asking this question, you’re already on the right path to a successful business sale. A business exit strategy is highly valuable at any stage of your business journey, but even if you appreciate this fact, it can be difficult to identify all exit options and know which one is right for you. Let us outline three practical options … Read More
You know it makes sense to create a business plan, giving you a roadmap that will plot your course to success, be that growth and expansion or a seamless sale. But what about your financial plan for everything else? When your business is one of your biggest assets, your personal ambitions are likely to be tied into your desires for … Read More
Here’s an opportunity to join one of the North West’s leading Financial Planning firms. Smart Financial Planning is a highly regarded Lifestyle Financial Planning firm, led by the former Chairman of the Institute of Financial Planning in the North West and director, coach and mentor or the FP Training Academy, Steve Martin. We are setting new standards of client care, with … Read More
Your business is your livelihood, but what would happen if you suddenly couldn’t be there, either temporarily or even permanently? Illness or an accident can happen without warning, affecting not just you but your loved ones, your employees, and the others who count on you. Fortunately, there is a way to protect your legacy and make sure things go on … Read More
Don’t just take our word for it – find out what our clients say about working with Smart Financial I thought this would be an indulgence, but going through the business planning process with Smart Financial has far exceeded my expectations. It’s helped to clarify and address key challenges in my business and has set me on a path to … Read More
