Finance for entrepreneurs

These events have a big impact on your personal and business finances.

Financing and financial planning

Family situation and entrepreneurship

Risk and insurance

Profits, dividends, taxes

Entrepreneurs' pension, social payments

Starting a business, forms of ownership

Closing a business, transferring to another form of ownership

I offer an individual approach based on your specific personal situation and your business.

We discuss, analyze, optimize and plan.

What opportunities exist for certain life changes and their consequences.

Which solutions are more beneficial for you and your business and how to minimize the risk.

In financial planning, we consider your wishes and goals together and discuss steps to achieve them.

We build steps that fit into your life strategy and your business strategy.

Start

opening a business and choosing a form of ownership, and financing;

Profit

profit maximization, dividend payment, tax optimization;

Insurance

risk minimization, types of insurance for entrepreneurs, benefits for entrepreneurs;

Inheritance

transfer of inheritance

Marriage and divorce

how changes in marital status affect your business, how business affects your personal situation;

how it is settled for entrepreneurs, how to retire earlier, pension savings;

Pension

Closing a business

transition from one form of activity to another, complete closure of a business and the consequences.

If there are any changes that are important to your assets or your situation, I will let you know immediately.

This way, you can be sure that you will never miss a good opportunity, but be alerted to the risks as well. And this is part of our joint work - financial planning!