Business Exit Strategy & Financial Planning
If your planning to exit the business now or even if your planning to exit the business in serveral years, having a clear exit strategy in place will help you plan your future and helps you mitigate the stress involved.
How much is enough ? What is the best option for me ? How do i sell ? What is the business realy worth ?
Financial Planning for Business Owners
If you’re like most successful business owners, it’s likely you’re in control of your business but find it demanding on your time. Balancing the demands of a successful business and a busy personal life is challenging enough. We will help you to identify your life goals and develop a plan to accomplish them.
"Imagine Financial Planning of Harrogate has clearly listened to my concerns and delivered financial solutions to match my priorities. They have advised me on my personal financial affairs for a number of years and I now have a retirement plan which I am confident will achieve its aims"
Tom Day
Stephenson Day Ltd
"We have been clients of Imagine Financial Planning for over 12 years and have found their knowledge, professionalism, advice and attention to detail exemplary. Paul Woods approach to financial planning isn’t just about investment choices it’s also about lifestyle requirements. He has really listened to our wants and needs and has guided us into making informed choices which have not just given us financial security but allowed us to live our dreams. Over the years he has
become someone we have no hesitation in putting our trust in completely.
Christine & Alan Gilliver
Retired
“ I have been a client with Imagine Financial Planning in Harrogate since qualifying as a doctor and throughout their service has been excellent. I have a great relationship with them built on trust and flexibility. Their advice and help has been invaluable. I would have no hesitation in recommending Imagine Financial Planning. A refreshing change to speak to someone who listens to me when things are changing around me ”
Dr Sal Uka - Consultant Paediatrician
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Imagine Financial Planning is a Trading Style of Positive Solutions. Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate advice on commercial mortgages, some buy to let mortgages and matters of taxation including inheritance tax planning. Registered as a Limited Company In England And Wales No. 3276760 Registered Office: Positive Solutions (Financial Services) Ltd, Riverside House The Waterfront Newcastle upon Tyne NE15 8NY."
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