Business Owners

Strategic financial planning tailored to the unique needs of business owners.

Become financially independent with professional tax efficient succession planning for your business.

Every business owner wants to become financially independent and gain the ability to rely on their business throughout retirement so that they can have the life they have dreamed off and worked so hard for. Or, if you want to sell your business to generate wealth for generations to come, Midland Financial Solutions can help.

At Midland Financial Solutions, our expert Financial planners have significant experience in helping business owners achieve their financial objectives in an array of different sectors. Allow us to help give you the peace of mind that you deserve.

Independent, FCA-regulated advice

Financial peace of mind

Ongoing annual reviews available

Your Personalised Retirement Roadmap

Firstly, we will have an in-depth consultation with you to gain a detailed understanding of your business and circumstances and understand what you want to gain in terms of your financial goals.

Based on your goals Midland Financial Solutions can help you to maintain value in your business, even when you have stepped down; take  a ‘back seat’ but retain ownership and support your understanding of how you can extract wealth from your business, effectively and tax efficiently.

Thinking of retiring? Midland Financial Solutions can help you to implement an clear exit strategy for when the time comes you want to retire. Should you decide to sell your business, we can even inform you of any tax implication of selling your business

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Friendly and efficient service. Explained everything thoroughly. Advised on all options related to my requirements and also pointed out other information that I wasn’t aware of but may be of benefit to me.

Trusted Trader Review

Contact us today

Start the conversation today and take the first step towards a secure, stress-free retirement.

01332 345370

Case studies

Divorce from a Business Partner

Hilary and her husband had agreed to an amical separation. They were both Shareholders of a successful business, however, Hilary’s role was less integral, and her shares would be bought from her as part of their Divorce agreement.

Family Business – Generation Planning

Jane and Karl run a successful, second generation family business. They were looking ahead towards their own retirement (perhaps in 6-7 years’ time), are keen to ensure the business continues and have plans for younger family members to eventually take over the running of the company.

Shareholder Retirement

Jas (age 61) was the second largest Shareholder in a successful business with 20 employees, before selling his shares to retire with his wife Ravinder, who was a year younger.

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