Business Owner’s Guide for 2025 – Making your business work for you
Imagine steering your business confidently through any challenge—armed not only with a safety net, but with a dynamic roadmap for success. Financial planning isn’t just about numbers on a spreadsheet—it’s about powering your decisions, giving you the clarity, control, and strategies to thrive.
As a business owner, you’re constantly juggling competing priorities—managing fluctuating cash flow, navigating tax complexities, and making decisions that could make or break your future. It’s a balancing act, but it doesn’t have to be a burden.
In this session, we’ll dive into how you can make your business work smarter for you. You’ll uncover tax-efficient strategies to boost profits, learn the real value of cashflow forecasting, and discover the often-missed tax-deductible perks that benefit you and your team.
Whether you’re looking to scale, thinking of selling, or just striving to strengthen your business, we’ll show you how tailored financial planning can unlock your full potential. Let’s turn your challenges into opportunities—and take your business to the next level.
About the Speakers:
Ed guides 50 current and former business owners and executives to grab life through financial planning, whether that be by helping them draw money from their business, by helping them prepare for an exit with an understanding of what their number needs to be, or by investing their exit proceeds and protecting against their biggest risks.
Ed has 10 years’ experience in financial services, all at Xentum in various roles, and is a chartered financial planner. He’s a big advocate for Xentum’s Grab Life philosophy, which is as much about seeing business owners take action with their personal finances as it as about clients enjoying and experiencing the best that life has to offer, in the current moment and the future.
Tristan is one of the newest members to the Xentum Team, his biggest driver for joining was Xentum’s values very much being aligned to his own. “Passionate about people”, what Tristan loves most about being a planner is the ability to help people, take control of their finances, achieve their goals, and live a fulfilled life.
Xentum’s mantra is “grab life” and Tristan believes the 3 key principles for him doing this are being present, having purpose and a plan. From being in the industry since the start of the millennia, Tristan has helped clients from many different backgrounds and at various life stages. From the experience of running his own business he has an insight into the trials and tribulations which this brings and is well placed to support business owners with their financial planning.
Interested In The Event?
If you’re interested in attending, you can book online here.
