Asesoría Miguel Ángel Plaza Asesoría Miguel Ángel Plaza
  • asesores@maplaza.es
  • 968 33 64 96616 00 40 69
  • Inicio
  • Nuestros clientes
    • Empresas
    • Autónomos
    • Particulares
  • Servicios
    • Asesoría fiscal
    • Asesoría laboral
    • Asesoría contable
    • Asesoría online
    • Otras gestiones
  • Noticias
  • Boletines
  • Contacto
Case Study

Business Owners

Many business owners spend so much time managing their business financial matters and neglect their personal finances. They are often unsure where to direct their savings.

The Challenge and Solution

Paul and Kathryn came to us for direction. They were accumulating savings from a successful business. However, their lack of time meant their personal affairs were not being adequately managed. They understood making sound decisions was important to their families’ future, so they came to us.

We became their ongoing sounding board and advisors. See how we helped them understand where they are headed with their money:

By putting your cash flow to good use now, means that your ideal life becomes less reliant on business success. Call it a «Plan B», however we think of it as your «Plan A».

You may be:

  • Paying significant levels of taxation and want to change this
  • Have a business plan, however, struggle to work on your family financial plan
  • Are considering exiting your business and want to develop a plan for the future
  • Accumulating wealth within the business and want to understand how to make the best personal use of these funds

The Moral of the Story: The most important piece of financial advice Paul and Kathryn received was that they should focus on the business and let the professionals deal with financial matters.

Download the Case Study

Subscribe to Our eNewsletter

Get all of our latest industry tips and comments by email.

Ready to start the conversation?
Request your complimentary first appointment.

Nosotros

Avda. Juan Carlos I, nº 31 - 30700
Torre Pacheco (Murcia)

968 33 64 96, 616 00 40 69

asesores@maplaza.es

Cumplimente el formulario para ponerse en contacto con nosotros.

© 2022 | MAPLAZA ASESORES ¬ CONSULTORES

  • Aviso legal|
  • Política de cookies|
  • Contacto|
Esta página web utiliza cookies. Al seguir navegando entendemos que acepta nuestra Política de Cookies
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Siempre activado
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
GUARDAR Y ACEPTAR