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Insight

How can entrepreneurs maximise their investment post-funding rounds

The Cash & Cautious Bond (C&CB) portfolio can offer a better alternative to traditional corporate savings accounts and reduces the hassle of managing multiple deposits

09 May 2025 by Chris Henderson
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Insight

What’s next? Combined business exit and financial advice for entrepreneurs

Helping entrepreneurs to make a smooth transition from building their business, to enjoying the proceeds and creating long-term financial security

21 Mar 2025 Nick Travis
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Insight

Dealing with deal fatigue: financial tips for post-business exit planning

Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next

14 Mar 2025 David Vallance
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Insight

Selling a business. Transferring business wealth into personal wealth

Discover how financial planning can help you to maximise your wealth when creating a business exit strategy and selling your company

07 Jul 2023 Ann-Marie Atkins, Mark Newman
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