Convert your business success into personal financial security and wealth.

We support business owners at every stage of the entrepreneurial journey.

As a business owner or serial entrepreneur, you know firsthand the time, energy, and sacrifice it takes to build something successful.

Your focus is on growing and running your business, but who’s making sure all that effort translates into real financial security for you and your family?

While you may work with accountants and advisers, their attention is usually on the business itself - not on how to turn its value into long-term personal wealth.

That’s where we come in.

We support business owners at every stage - whether you’re starting out, expanding, or planning your exit - helping you convert business success into personal financial security.

And no, this isn’t a conversation to have at 54 or just before retirement for pension purposes! The sooner you start thinking about this, the better. After all, what’s the point of all the hard work if you and your family don’t ultimately benefit?

Let’s start planning for your future today.

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We understand that every client’s needs are unique, so our fees are based on your specific circumstances.

Here’s how our Turning Business into Personal Wealth process works:

  • In this online meeting, we’ll have a general discussion about your business, your timeframe for working there and your personal financial goals.

    Fee: €550 (VAT incl.)

  • We’ll gather all relevant details, provide a detailed written report with tax advice and recommendations, and follow up with a meeting to go through everything.


    Fee:     From €3,500 (VAT incl.)

Ciaran McCabe, Director & Founder of Passive Dynamics Sustainability Consultants

Kerri provided expert tax and business advice when we were looking at the right structure for my expanding business.

She took the lead in liaising with other advisers to get things over the line, which gave us great comfort that all the required steps were completed. Kerri was also very knowledgeable and supportive in advising on a family investment.

We trust her to provide us with sound advice.