Wealth series: advising an entrepreneur after a business sale – part 3

Ian Dembinski, head of client development at Rathbone Investment Management, explores the partnership between accountant and wealth manager in guiding entrepreneurs through the sale of their business and managing their wealth in the longer term

After all the personal investment that goes with starting and running a business, selling up can be a daunting process. Whether looking to retire, take a career break or find a new role, all owner managers must contend with the prospect of acclimatising to a very different lifestyle and deciding how they manage the wealth acquired from the sale. 

While nobody knows more about their businesses, by their own admission, entrepreneurs are often not as familiar with how investment markets work or how wealth managers can help advise them on managing their capital. 

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