Business Owners

As business owners ourselves, we know how difficult it can be to focus your energies outside work. Whether your accountant has recommended you take a look at the bigger picture and speak to a financial adviser, or you’re simply aware that there are things you could be doing better, you’re in the right place.

Your business and personal finances should work together. One impacts the other, and both impact your future. Getting them to complement each other requires a strategy.

There might be specific things you’re looking to address, whether that’s protecting the business, tax-efficiency, or you might even be hoping to move away from your business: in which case we can help business owners to understand their exit options. We can help answer the question “how much do you need to sell your business for?”

We can explore the various exit options with you and are uniquely positioned to explore Employee Ownership, through our relationship with The Eternal Business Consultancy,

Ultimately, Ovation look at your situation holistically to ensure you’re making the right decisions for your family, your future, and your business.


Here’s how we’ll help

Clarify your goals

Through conversation, we’ll encourage you to think about your future, family and ambitions to gain much-needed clarity on your goals.

Assess your finances

We’ll look at your current pensions, savings, investments, expenses, protection needs and your objectives, as well as those of your business.

Show you the future

Using cashflow planning software, we can make some informed predictions about your financial future and the impact of different scenarios.

Make adjustments

Once the plan is in place, we often need to take some action and adjust things to ensure your personal and business finances align with your retirement goals.

Think ahead

We like to be one step ahead. We’ll ensure your future, as well as that of your loved ones and your business, is secure; whether that’s through estate planning or an exit strategy.

Keep you on track

This is just the beginning. Financial planning is a process; we’ll meet each year for a check-up to make sure everything is on track.

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