Advice offering
Business Owner Advisory
Advice for directors balancing company cash, personal remuneration, and exit or succession questions with their wider household plan.
From £520 · Half-day briefing with board-ready notes
Who it is for
SME directors and family business shareholders in Northern Ireland and GB
Result you can expect
Aligned personal and company decisions on dividends, pension contributions, and contingency reserves
Location & delivery
Legrosworth or client premises by arrangement
Included
- Remuneration and extraction options review
- Cash buffer and personal liquidity notes
- Questions list for your solicitor and accountant
Not included
- Corporate finance mandates
- Valuation reports for sale
How the engagement runs
- Step 1. Discovery call on company structure
- Step 2. Half-day working session
- Step 3. Board-ready summary note
Preparation
Latest filed accounts and shareholder agreements if relevant
Constraints & fees
We advise on personal financial consequences; company law remains with your solicitor
Fixed briefing fee; retainers available for quarterly reviews