Helping business owners who want to sell, retire or make work optional in 5 – 10 years
Life’s not a rehearsal
When you’ve built up a successful business from scratch, it can be hard to let go. Your time as a business owner has been incredibly rewarding, but all good things must come to an end. You only have one chance to prepare for retirement which may include the sale of your business, so you want to make sure it counts and you are rewarded for your years of hard work.
Questions you may have…
How do I make smarter financial decisions?
To take back control of your time and make sound decisions, we must start by identifying your wants, needs and goals.
What’s the best way to make use of my business and personal cashflow?
Our team has access to the best tools, and we will establish the opportunities available to make your money work harder.
When is the right time to retire or sell my business?
It all comes down to how your business is performing and what you’d like to achieve on a personal level. We’ll help you to determine the next steps.
How much do I need to retire comfortably?
We help you to understand the amount you need to accumulate for you and your family to live comfortably once you’ve retired, or have sold your business.
How do I ensure I can provide for my family?
We’ll help you to develop a comprehensive financial plan which will ensure that your family is provided for financially, no matter what happens.
Will I be rewarded for my lifetime of work?
Your years of hard work won’t go to waste. We’re on the same side of the table as you and will always focus on your priorities.
We never miss a trick
As your trusted financial planner, we work alongside you to create a plan that reflects your goals. When tough decisions need to be made, we offer our expertise and guide you to make sound decisions and avoid mistakes along the way. We will simplify your finances, be your long-term partner and plan for a happy retirement.
Get in touch
Own Your Journey: An Interview with Jane Brady of Brady Insurance — Selling, Scaling, and Taking Back Control of Your Business
Wednesday 17 September. 10 am
Thinking about selling, scaling, or taking back control of your business? These are some of the biggest decisions you’ll ever face as an owner, and learning from someone who’s already walked the path can make all the difference.
Join us for an exclusive live interview with Jane Brady of Brady Insurance, as she shares her journey of selling, scaling, and ultimately buying back her business.
What will you learn?
In this 45-minute session, you’ll hear:
- How Jane navigated selling, scaling, and reclaiming control of her business
- Practical lessons on business valuations — including how to prepare effectively for valuation conversations and maximise the value of your business
- The key traits Jane looks for when acquiring other businesses
- Advice for business owners preparing for big decisions
Who should attend?
This interview is ideal for business owners who:
- Are considering selling or scaling in the next 10 years
- Want real insight from someone who’s been through it
- Are balancing business growth with keeping control and focusing on their main priorities
When?
The webinar will take place at 10:00 am on Wednesday 17 September.
It’ll last for 45 minutes, including time to ensure we answer everyone’s questions.