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
How to Build, Scale and Sustain a Family Business
Wednesday 15 April 10 am
Many business owners start with a single idea, a small team and a lot of hard work.
But how do you grow that business over decades…expand into multiple ventures…and still sustain a strong family culture along the way?
Join us for this free, practical webinar, where we’ll be joined by Michael O’Hehir, co-founder of O’Hehirs Bakery, for a live conversation about the realities of building and scaling a family business.
Since opening a single bakery in Sligo in 1984, Michael and his family have expanded into multiple businesses while maintaining strong links to their community.
What we’ll discuss?
In this 45-minute session, Michael will share practical insights on:
- How he plans and sets targets across multiple businesses
- The realities of working in a family business — roles, responsibility and succession
- Balancing business, family, sport and life
- Lessons learned from four decades in business — including what he would do differently
Who should attend?
This session will be particularly relevant for business owners involved in:
- Family businesses
- Manufacturing
- Retail & FMCG
- Hotels & hospitality
- Cafés and food businesses
When?
The webinar will take place at 10:00 am on Wednesday 15 April.
It’ll last for 45 minutes, including time to ensure we answer everyone’s questions.