Financial Planning for Business Owners
Expert Guidance.
At Arlington Row Wealth Management, we understand that for many business owners, your company isn’t just an asset it’s the result of years of dedication, and hard work. That’s why we provide tailored financial advice designed to support you while you grow, as you approach exit, and long after the sale is complete.
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1. While You’re Running Your Business
Running a business demands focus. Our role is to ensure your personal and financial future doesn’t get left behind while you concentrate on growth.
We help business owners with:
• Tax-efficient planning – structuring remuneration, dividends, and pensions effectively.
• Protecting your business and family – through shareholder protection, key person insurance, and business continuity planning.
• Personal wealth building – ensuring profits are translated into lasting wealth outside the business.
• Future-proofing – aligning your long-term financial goals with the growth of your business.
You focus on your business. We focus on making sure your success builds lasting financial security.
2. As You Approach Selling Your Business
Preparing for a sale isn’t just about finding a buyer, it’s about maximising the value receive. We work closely with you and your advisers (accountants, solicitors, brokers) to ensure you’re financially ready.
Our expertise includes:
• Exit-readiness planning, aligning the sale with your personal wealth objectives.
• Tax optimisation, working with your advisers to review the deal structure​
• Cashflow modelling, showing how sale proceeds translate into lifestyle goals.
• Succession & estate planning, preparing for family wealth transfer where relevant.
We make sure the sale isn’t just successful, it’s transformational for your financial future.
3. After the Sale
Exiting your business is the beginning of a new chapter. With liquidity comes freedom — but also complexity. We help you navigate this transition with clarity and confidence.
Post-sale support includes:
• Investment management, preserving and growing your wealth through tailored portfolios.
• Wealth structuring, using trusts, pensions, and tax wrappers for long-term efficiency.
• Lifestyle planning, ensuring your wealth supports your retirement, passions, or new ventures.
• Philanthropy & legacy, structuring charitable giving or family wealth transfer.
You’ve built your wealth, now we’ll help you protect, grow, and enjoy it.
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Tax treatment depends on individual circumstances and may change over time.
