ADVISORY NETWORK SUPPORT SPECIALISTS

Through the Entrepreneur Club, ourselves and the advisory network support specialists available, will work with you and, where necessary, refer you to one of the experts within our network of professional advisory firms. This network includes specialists in helping entrepreneurs maximise the growth rate and valuation of their enterprise.

Please note that where you are introduced to the services of one of the advisory network support specialists relevant to you and your business, the services they provide will be separate and distinct from those offered by St. James's Place and they will discuss with you fully any costs that may be associated.

CEO SESSIONS

This is an opportunity to explore how our specialist advisory services can help you and your business. Delivered in a relaxed style, you can access the skills and experience of your Partner and a specialist SME growth adviser at no cost or obligation to yourself. Whether it is to discuss the results of your Benchmark Report, Entrepreneur 360° Report, a specific business issue, prepare for sale or just explore options and opportunities, these sessions are designed to ensure you are fully prepared for whatever the future has in store.

ENTREPRENEUR CLUB WHEEL OF SERVICES

We understand the pressures you are under to drive your business to the next level and how difficult it is to find the time to get everything working optimally. Therefore, we have developed our Financial Planning for Business Owners’ Service. This combines our corporate and personal financial planning services, thus helping you optimise your key drivers for business success whilst ensuring that the wealth created is effectively employed to secure future financial independence for you and your family.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

ADVISER SUPPORT

We work closely with an external specialist SME growth advisory firm to provide a range of advisory services to help you grow your business. Their Business Insight Review is a comprehensive assessment of your business. It identifies strengths, weaknesses, risks and opportunities, determining the roadblocks and barriers to achieving your growth potential and crystallising the growth opportunities for your business. Their Growth Plan identifies the actual actions you can take to achieve your growth aspirations, structuring these actions into a coherent, concise plan. Their vNed works with you to deliver your Growth Plan and act as your sounding board for issues and new ideas. The vNed role is multifaceted, acting as your critical friend, listener, sounding board, counsellor, nonexecutive director and colleague.

DUE DILIGENCE, EXIT PREPARATION AND PLANNING

Successful businesses attract attention. Opportunities arise that require external capital to exploit them to the full. Companies may want to buy you, but you need to consider whether they are offering the best price. We can help you prepare your business to position it to command the highest premium and together with specialists in our network of professional advisory firms, help you through the process of due diligence and successful deal completion.