Success Stories

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...