Running your own business

It’s one of the most rewarding and stressful experiences known to humankind. It can bring freedom, achievement and financial rewards, along with cash flow headaches, the joy of tax and knowing the buck stops with you.


Running a business is equal parts opportunity and responsibility – as a business owner you have the chance of a retirement few people will have the good fortune to enjoy. You also have the seemingly impossible task of finding the time to plan it.


But you work to live, not the other way around. One day you’ll be doing something else, so you need to make friends with your future.

What keeps you awake at night?

Whether you’re planning to sell your business or pass it on to a family member, one of the big questions is ‘how much is enough?’


That’s where lifetime cashflow modelling comes in. Your Metis LifePlan will set out your anticipated income, expenditure, assets and liabilities. It’s a way to interpret how things might pan out in future and you can use it to inform other key decisions… retirement

If you’re of the ‘my business is my pension’ school, remember that while a successful business may well provide you with a huge sum of money, you can’t be sure.


You need to build in contingency – to establish and protect a source of income for you and your family, in case things should go off course. That’s why you need risk management, to make sure you’re not pinning all your hopes on that sale, and tax-efficient retirement planning, so you’re running a tight ship right up to the day you retire.


As a business owner, your pensions and retirement planning are down to you, so you need an intelligent, diversified portfolio with the right level of risk, at the right cost too.

Profiling Great Businesses: Duncan O'Toole

Meet Duncan O’Toole, Director of Captured Carbon

Profiling Great Businesses: Sabrina Amodeo

Meet Sabrina Amodeo, owner of Tuscany Bistro in Castletroy, Limerick; Ballina, Co. Tipperary; and The Granary in Limerick city. She has grown her company from an initial single location to three restaurants, an own-brand salad dressing range, and a highly successful catering division.

Making Better Decisions

Bias, your brain and better investing. In this brand new report, we’ll explore the behavioural biases that can skew your perception, affect your decisions and damage your investments.

Download the guide

Succeeding in your career

If you’re flying high in your career and enjoying the spoils of your hard work, we can help you organise your wealth and plan for the long-term.

Find out more

Be inspired

See what innovative, world-class financial planning can do for you.

Make an appointment

Subscribe to our ‘Ahead of the Curve’ blogs

Find out more

Registered in Ireland. Company Registration Number: 485925.
Registered Address of Company: 88 O’Connell Street, Limerick, V94 RPC5.
Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.