Many of Clarion’s clients are the controlling shareholders in businesses. We are able to help them at all stages of the journey, and can be of particular assistance at and around the time of an exit or “cash-out” event.
We are able to ensure clients affairs are arranged in the most advantageous way in advance of a sale and, just as importantly, are able to help them understand what any capital sum will really mean for their future lifestyle, and to develop and implement strategies to make this a reality.
We work closely with clients’ other professional advisers at all stages of the process in order to make the moment at which you capitalise on a life’s work into the exciting, liberating experience it should be.
To find out more and speak to one of our market-leading financial planning experts please call us on 01625 466360 or send us an email.