Business owners

As a business owner, you have a lot on your plate. The rewards, challenges, highs and lows that come with owning your own business takes up endless time and headspace, leaving little opportunity for future financial planning.

This is where we come in. Through our expertise and personal approach, we will get you financially organised, while helping you to plan strategically and effectively for what’s to come.

How do we achieve this?

We will take stock of your income, assets and investments to get a clear picture of where you currently stand financially and where you’re on track to go.
We will use financial software to put a structure on your financial life in a way that is easy to understand and keep tabs on.
We will listen to your financial goals, help you to define them and inevitably, achieve them
We will ensure your financial commitments are met.
We will identify the major life milestones that require forward planning and ensure you are prepared financially when these events come around.

Getting prepared for financial milestones.

We work with our clients to ensure they successfully navigate three of the most complex and important milestones.

Selling your business

We create a financial plan to seamlessly guide you through the process of exiting your business.
We examine what tax reliefs you may be eligible for, along with how your assets can be distributed in a tax-efficient way.
We create a second financial plan for the post-sale period to support you in your future expenditure and investment decisions.

Succession

We explore potential tax reliefs that you may qualify for.
We work with you to create a succession plan that is clear-cut, thorough and in line with your wishes.
We create a second financial plan to ensure that your assets are protected and carefully managed once the business has been handed over.

Retirement

We first asses your goals and then look at what you can afford, aiming to strike a realistic balance between the two.
We create a bespoke retirement plan with the help of our financial software.
We examine potential investment opportunities that will enhance your wealth.
We identify tax exemptions and reliefs that will make your money go further .

Ultimately, at Saol Capital we are dedicated to our clients and will always be on hand to listen, advise and guide you through life’s most important financial decisions and events.

We look forward to going on this journey with you..

+353 (0)87 344 5882

info@saolcapital.ie

Saol Capital, City Quarter, Lapps Quay, Cork T12 Y3ET

Long Strand Limited trading as Saol Capital is regulated by the Central Bank of Ireland

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