Business owners

As a business owner, it can be hard to find the space to assess and manage your wider finances. We know that you’ll often find yourself wearing two hats – one for work, one for your home life – and it can be a time-consuming, juggling act! It’s tempting to leave longer-term financial matters lurking in the background until retirement, but that comes round sooner than you think. So how best to tackle it now?

That’s where we come in. We can offer a fresh perspective on your situation, and help you regain focus where things might have become unclear. You might be new to business ownership, or starting to think about life beyond it. Either way, we’ve been in your shoes! With first-hand experience of successful buyouts (two, to be exact!), we understand the complexities involved and are best placed to advise on your situation.

Above all, we can be there to take the strain – so that even during the busiest times, you can focus more on the things that matter most.

Get more from your business, and more from life

Here’s how we can help…

Gain clarity of your finances

We’ll help you see the bigger picture when it comes to your financial position – where you are now and what you want in the future.

Align business and personal goals

We’ll explore how the two can work together, particularly how they can be combined to support your goals and what you want from life.

Withdraw funds efficiently

We’ll find the most tax-efficient ways for you to extract money from the business, so you can get more from your assets.

Prepare an exit strategy

When the time comes, we’ll help devise the best exit strategy for you and the business. We can also refer you to highly capable accountants and lawyers to help with the process.

Family wealth management

We can advise on effectively bringing family members into the business, as well as how best to use the company to support and manage your family’s overall wealth.

What our clients say

I would like to thank EBS and their staff for providing an excellent service, making the minefield of my various pensions seem like an easy task and for keeping me updated on the progress. I would not hesitate in recommending them to anyone looking for pension advice.

Trust and expertise were my key needs for re-establishing my financial portfolio following a divorce. The replacement life cover and complete evaluation of my pension goals were perfectly designed and implemented to suit my changed circumstances. Well done EBS!

Honest and comprehensive financial advice given with no pressure to buy any products. Reasonable fees for advice and ongoing costs. Very happy with the services given.

Many thanks for taking so much time to meet and discuss our retirement funding plans with us yesterday. The detail of the analysis was very impressive, and you and your staff are to be congratulated on a very professional job.

Our grateful acknowledgements are due for the advice and support proffered by the EBS team and everyone we met at entry, all very courteous, personable and a pleasure to meet.

The ‘Portfolio Report’ that EBS offers has made understanding and managing the family budget so much simpler. It gives a detailed summary and breakdown of our overall financial position, which is so helpful when cross-referencing it.

Thank you for your very comprehensive letter and schedules.... I must reiterate my thanks for all you have done for me.

Many thanks indeed to you and EBS for doing your very best for me. I know I am in safe hands with you. It really is very much appreciated!

I would also like to thank you all for the work in getting this organised for us. I know it has not been easy but I really appreciate it all.

FR, Lanark

JS, Glasgow

IM, Dunbartonshire

RS, Biggar

BW, Skelmorie

MP, Glasgow

BA, Salisbury

MR, Glasgow

NM, Glasgow

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