7IM for business owners and entrepreneurs

You focus on your business, we focus on your future

It is no secret that business owners have a lot on their plate. After all, the excitement and joy of growing a business and succeeding in it depends on how well prepared you are to tackle the challenges that come with the job.

But this commitment to overcoming both expected and unexpected challenges can easily take up all of your energy – and your time. And because every day brings new challenges, it can be easy (or even inevitable) to neglect your own personal finances.

7IM can help.

Hear from Joshua Bell, Private Client Director, on how we work with business owners to prepare for their financial future.

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As your business continues to grow and thrive, there are three simple but crucial planning and investment steps you can take to secure your financial future.

Establish

The most critical part of any business is getting it off the ground. At this early stage, it is essential to ensure financial security for the present, as well as throughout the life of your business and in your own later life.

Grow

Once you have established yourself and start to look further ahead and enjoy your success, this stage requires several considerations which are sometimes overlooked, such as taking income and planning for the next step.

Succession

Even if you have no plans to sell or step away from your business, there will inevitably be a day when succession needs to be considered, whatever that may look like. Setting yourself up to do so requires diligent and careful planning to ensure the next stage of your own life is as successful as the first.

What next?

We believe what we do best is accompany you throughout your entire entrepreneurial journey, taking the time to learn about what is important to you and eliminating the stress of planning your personal finances. Over the years, we have been helping business owners achieve financial freedom and well-being.