The Three Questions To Sell Your Business
Posted on 2nd September 2019
For twenty years now I have been advising people on their finances. Whether personal financial planning or advising business owners on their succession plan, I have held hundreds if not…
The Five Year Rule
Posted on 12th July 2019
Over the last few years as an expert in the Employee Ownership Trust, and for two decades before that as a personal financial planner, I have discussed succession planning with…
In Celebration Of The EOT For EO Day
Posted on 27th June 2019
Today is national employee ownership day (EO Day). Employees of companies all over the country are holding parties, picnics and other celebrations of the fact that their business is employee…
The Sale Of Richer Sounds To An EOT
Posted on 16th May 2019
Aardman Animations; Riverford foods; and we can now add Richer Sounds to the list of high-profile companies which are being sold to an Employee Ownership Trust (EOT). If you missed…
Chris Jordan, Director
Heron House Financial Management
Perry Kerr, Owner
Bristol Business Centre
Polly Grinnell, Managing Director
Double Retail
Saran Allott-Davey, Director
Heron House Financial Management
Owner of a business currently working towards employee ownership
If you would like to chat, please complete the form and we will call you back.