Small business consulting
Financial support for entrepreneurs and business owners.
Book a consultationRunning a business and planning your own future are closely connected. We help entrepreneurs bring both into the same picture.
Who this is for
Entrepreneurs and small business owners, from new ventures to established family businesses.
Where it fits
Part of how we help you build your wealth.
What we help with
- Business financial planning
- Set financial goals for your business, and a plan to reach them.
- Cash flow analysis
- Understand how money moves through your business, and where it gets stuck.
- Growth strategies
- Plan your next stage of growth with your finances in mind.
- Succession planning
- Decide what happens to the business when you step back.
- Business exit planning
- Prepare for a sale or handover well before the day arrives.
How we work together
A first conversation
Tell us where you are today and what you want to achieve. Choose the appointment length that suits you.
A plan built around you
We develop a personalized, goal-based strategy, and bring in lawyers, accountants or other professionals when needed.
Guidance as life changes
Goals and circumstances change over time, so we help you keep your plan up to date.
Talk it through with Roshni
Over 26 years of experience in financial services, available in English, French, Mauritian Creole and Hindi.
Common questions
Is this the same as accounting?
No. This work focuses on planning and financial decisions. When you need accounting or tax services, we can refer you to Chartered Professional Accountants and tax consultants, and you remain free to choose your own.
Can you help me plan my exit?
Yes. Exit and succession planning help you prepare for a sale or handover, and connect the outcome with your personal retirement plans.
