Business Planning
Helping you build, protect, and transition your business with confidence.
At Life Planning Ltd, we work with business owners to ensure their financial future is as carefully planned as their business strategy. Your business is one of your most valuable assets – so having a clear financial plan for growth, protection, and eventual succession is essential.
We help you answer critical questions, such as:
- What is the true value of your business?
- What happens if you can no longer run it?
- How will selling your business impact your retirement?
Our financial planners specialise in helping entrepreneurs structure their business finances efficiently, ensuring long-term sustainability and a smooth transition when the time comes to exit.
Our Business Financial Planning Process
Exit & Succession Planning – A successful exit strategy doesn’t happen by chance – it requires careful planning. We help you calculate your required capital sum, ensuring your financial security post-sale.
Tax Efficiency – We guide you in making tax-efficient decisions now, rather than waiting until the time comes to file your accounts – helping you minimise unnecessary tax liabilities.
Personal & Business Alignment – Your business plays a significant role in your personal financial plan. We integrate both, ensuring your business success translates into long-term personal financial security.
Building Your Support Team – A robust financial plan requires collaboration. We work alongside accountants, business valuation specialists, legal professionals, and tax advisers to ensure every aspect of your financial plan is covered. If needed, we can introduce you to experts who complement our work.
Whether you’re planning for business growth, protection, or succession, we help you create a strategy that aligns with your vision, your goals, and your legacy.
