CLIENT STORY: EVOLUTION - DESTINY - 1


DESTINY

CLIENT STORY
Over the years, we have helped a number of clients to achieve this freedom, however perhaps our best example of achieving this is with a client who started out as a man with a van 30 years ago.

He went through the 8 steps we have just walked through, although they weren’t as structured and well thought out in those days, he had created a business which ran without his input. He had the right people and systems which ultimately freed up his time to do what he wanted to do.

When he reached Destiny, he wasn’t sure what he wanted to do.

An opportunity to buy another business linked to his hobby arose. 

We helped him with due diligence on the target company and ensure he only paid a realistic price.

We helped him with the structuring of his companies to enable sufficient cash to be passed across to the acquiring subsidiary without incurring any tax.

We are currently demerging the group to enable our client to sell the trading part and retain his new “hobby business”. He is just 50 years of age.


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