Joe is a serial entrepreneur; aged 46 has sold 3 businesses, and has significant assets generating investment income as well as some non exec positions

Issues

After his third sale he wanted to consider his options, and what he wanted to do

Action

He was given an opportunity to firstly be a non exec director, but latterly to buy in. We reviewed the options open to him, to ensure he was getting good value for money. We helped him step back from the acquisition, and rationally and in an organised way, properly look at the options. This involved looking at comparative returns and budgeting the likely profits over the next five years. We also discussed his strategy to purchase, which has so far, gone according or better than planned

Net result

He is very much enjoying his new role, and very pleased with what he has paid

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