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Freedom to focus on what's next
Your focus shifts from building enterprise value to managing personal wealth, exploring new opportunities, and creating lasting impact.
Exiting a business isn’t the end of the story. It’s the start of a new chapter. Whether you’ve sold your company, completed a management handover, or stepped back from day-to-day operations, your priorities evolve. The focus shifts from building enterprise value to managing personal wealth, exploring new opportunities, and creating lasting impact.
At Chadwicks, we work with exited business owners and founders to turn their success into financial freedom and future potential. We help you structure the proceeds of your sale, manage liquidity, and align your wealth with what comes next – whether that’s new ventures, investments, philanthropy, or simply more time for the life you’ve built.
A successful exit often creates both opportunity and complexity. You may have sold your business or realised the value you’ve built, leading to new financial considerations, such as tax exposures and ambitions for the future. We’ll help you create a structure that balances risk, return, and flexibility – protecting what you’ve built while positioning you for growth.
Our advice typically covers:
For many exited founders, stepping away from the business doesn’t mean stepping away from ambition. You might want to invest in startups, advise other entrepreneurs, or fund passion projects that bring purpose as well as return.
We’ll help you structure these commitments as part of your broader wealth plan – balancing entrepreneurial energy with sustainable financial management. That means clarity about how much capital to reinvest, how much to preserve, and how to keep your portfolio working for you.
When years of work translate into opportunity, it’s time to decide what comes next. Whether you’re investing, mentoring, or focusing on family, we’ll help you connect your wealth to what matters most – building a future defined by freedom, purpose, and impact.
We’ll help you make confident decisions about your capital and commitments so you can shape your next act with clarity and confidence.
What can I do with my money after selling my business?
A business sale can create both freedom and complexity. We help you structure and invest the proceeds to balance liquidity, growth, and long-term security – ensuring your capital continues to work for you and your future ambitions.
How can I structure my wealth after a business exit?
A clear financial structure helps turn your business success into lasting independence. Our approach covers tax planning, investment strategy, pensions, and estate planning connecting each element so your wealth remains protected, flexible, and efficient.
How do I invest after a business exit without taking on unnecessary risk?
Diversification and discipline are key. We design investment strategies aligned to your goals, risk appetite, and income needs, using a balanced portfolio that preserves capital while supporting growth and opportunity.
How can I balance new ventures with preserving my wealth?
Many exited founders remain entrepreneurial. We’ll help you decide how much to reinvest, how much to keep liquid, and how to structure new ventures within your broader financial plan – maintaining momentum without compromising security.
How can I make my wealth last after selling my business?
We help you plan for long-term sustainability – balancing lifestyle spending, investment returns, and legacy goals so your wealth continues to support you, your family, and your ambitions for years to come.
What is wealth management for exited business owners?
Wealth management for exited business owners brings together tax planning, investment advice, retirement and estate planning into one coordinated strategy. At Chadwicks, we help you turn your business success into lasting financial freedom – aligning your wealth with your goals, lifestyle, and next act.