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Business Owners Financial Planning

Planning with the End in Mind

Running a business can be one of the most rewarding, and demanding, experiences of your life. It offers freedom and fulfilment, but also pressure, responsibility and a never-ending to-do list. For many business owners, future planning is the one thing that always falls through the cracks.

At Metis Ireland, we understand the challenges and opportunities unique to entrepreneurs. We help you make space for your own future, so that when the time comes to exit or evolve, you are financially ready.

Business Owners Financial Planning - Metis Ireland
Retirement Planning - Metis Ireland

Extracting Value and Creating Freedom

Your business is likely your most significant financial asset, but long-term security does not come from a future sale alone. We help you understand your options and put strategies in place to extract wealth over time, tax efficiently and with a clear view of your goals.

Using lifetime cashflow modelling, we build your personalised Metis LifePlan, giving you a clear picture of what you need and how to achieve it. With this, you can make decisions with confidence, knowing you are on the right track.

What We Offer

Our services are built around the needs of business owners at every stage:

Exit Planning and Wealth Extraction

We assist in developing strategic exit plans aligned to your long-term goals. We structure pension strategies that allow you to extract wealth tax efficiently from your business over time.

Collaboration with Experts

While we do not offer direct tax advice, we work closely with a panel of tax and legal professionals to ensure your business is structured for a tax-efficient sale, maximising your financial outcome.

Risk Management and Insurance Solutions

We help you identify potential vulnerabilities in your business and implement insurance strategies to support continuity, stability and peace of mind.
Financial Planning - Metis Ireland

Considering a sale?

Download our guide Selling Your Business: Key Steps to Take Now for a Successful Exit.

Request a Callback

Talk to us today about creating a plan that fits your life. We’re here to help you move forward with clarity and confidence.