- Carrickmourne, Thomastown, Co Kilkenny.
- +353 (0) 87 7837174
Business owners often focus on the company and forget the wider financial picture around it.
That can create issues later — tax exposure, investment inefficiencies, succession challenges, or funding gaps when opportunities arise.
We provide financial planning support in a business context, helping owners understand how decisions inside the company affect personal wealth, future funding capacity, and long-term strategy.
This isn’t retail financial advice. It’s business-focused planning tied to real commercial activity.
Areas we assist with can include investment structuring, funding strategies, refinancing decisions, business expansion planning, and preparing for major events such as acquisitions, exits, or restructuring.
We also work with professional advisers including accountants, solicitors, and tax specialists where coordination is needed. Many financial decisions overlap multiple disciplines.
Timing matters more than most people realise. Decisions made early in a business lifecycle can have significant consequences years later.
Our role is often advisory — helping clients step back and look at the bigger financial picture before committing to major moves.
Jim Fitzmaurice’s background in banking and corporate finance provides practical insight into how financial decisions interact with lending capacity and business risk.
For business owners, planning isn’t about theory. It’s about protecting what they’ve built and supporting future growth.