The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved.”
Our special services to Small and Medium Enterprises include the following:
- Assisting businesses to draw up a fully comprehensive business plan.
- How to make sure that your business continues by drawing up a succession plan.
- Estate planning provision for the business owner and/or employees.
- Retirement Planning for the business owner and/or employees.
- How to attract and retain important staff in your business.
- Business exit plan on retirement.
- Business investment planning.
- Ensuring the business assets.
- Looking after the business interest with regards to:
b) Keyman Insurance
c) Business Liability