Planning for the future
Every business owner has an ambition, whether it’s to hand over the company to the next generation or to build it up and sell it, we understand and can help you plan for that day.
Working with Chasebridge Wealth Management
We help business owners take control of their destiny with a clear plan of action up, to and beyond, your exit from your business. We do this by first of all assessing the past and present and then planning for the future.
As part of our comprehensive exit strategy service*, we will:
Taking advantage of our experience and expertise
When it comes to assessing your organisation’s financial strengths and weaknesses, we’ll look at how you could invest your funds and what you would need to do, or change, to achieve the lifestyle you aspire to, once you have moved beyond your current company.
*Some of these services may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
If you’re preparing your organisation for your exit, we can work with you to execute the management buy-out option and establish the optimum time for you to exit the business.