Business owners and families //

A top-down view shows us where to zoom in on the details.

See how we create a single source of financial truth for you, your business and your family.

Working with Method

Our clients are responsible for a lot of capital. Most are trying to use it to look after themselves and their families, and enjoy the life they’ve worked for.

We understand that responsibility. We want to help you make the most of what you’ve built, feel confident about the future and look after the people who depend on you.

We create a team around you to support you in that role.

See our services

Business owners

You’ve spent years building the business. Your financial planning needs to account for what it is worth, what it provides now and what you need it to provide in future.

We look at the business alongside your other assets and establish how dependent your plans are on it, how much capital should remain in the business, how much to extract and what to do with that capital elsewhere.

If you plan to sell, we help establish the value you need from the business and what needs to be in place before an exit. This work starts before a sale, while there is still time to make changes.

Questions we can answer

  • What does the business need to provide for you and your family?
  • How much could you extract from the business?
  • How dependent are your future plans on the value of the business?
  • What needs to be done now to prepare for exit?
  • Do your other assets give you more or less freedom to take risk in the business?

Families

Family wealth often supports several people, several generations and a range of plans at the same time. We keep track of the family’s assets, structures, cashflow and planning, then use that information to identify where money could be used differently, where tax or costs could be optimised and what work needs to be done.

You remain in control of the decisions. Method carries out the financial work, coordinates the advisers and keeps things moving. We also create something the family can rely on over time. Too often, the knowledge of how everything works sits with one family member.

When responsibility passes, the next person has a record of the assets, advisers, decisions, reasoning and work still to be completed. They have the information and history they need to take over with confidence.

Questions we can answer

  • How much can you spend, give away or invest?
  • Are you paying more tax or costs than you need to?
  • Could your capital be used differently?
  • What financial work would you rather hand over?
  • What would someone need to know if responsibility passed to them?

  • We engaged with Method as we were looking at selling our business. They helped us to work out the value we would need to start preparing for our exit.

     

    They have made financial planning for my family simple with everything now being organised and at hand, this has allowed us to focus on growing our business past our 'number'.

     

    We have enjoyed working with Jonnie and the team so far, and we are excited about what the future will bring for our family.

    David Wood CEO, Jam Pan

What will a complete view reveal about your financial landscape?

Work with Method