Knowing when enough is enough

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Selling a business must surely be one of the most exciting, stressful and life changing events you could undertake in a business career. The question of whether the proceeds will be enough to achieve your objectives in life is always there, perhaps taking the edge off of some of the excitement and confidence.

We consider not only the business sale proceeds, but your overall financial assets, aiming to give you confidence in your financial future and taking account of the landscape of changing legislation.

It is often the case that in not wanting to count chickens before the sale completes, little thought is given to where the sale proceeds should be invested once received. Our experience suggests that it can take a while to get used to the idea of a higher level of wealth, often coupled with a change in role in the business.