The Generic SME Index™

The Generic SME Index™ provides sound strategies for extracting money from your business.

The Generic SME Index™ has been developed as a business valuation tool for financial planning purposes. The tool reviews the last 3 years financial information from published accounts and produces a "value range" using current accepted valuation methodology, and includes the Personal P/E Multiple™, a concept we have developed to show the business owner the Unique Value™ of their business in terms of equivalent personal wealth to that individual. The tool includes an estimate of the future Unique Value™ of the business over the desired time-frame, plus the Enhanced Value Creation™ which can be generated by utilising The Generic Wealth Management Solutions Programme™.

For private clients, business clients and trustees, The Generic Primary Review™ can demonstrate Enhanced Value Creation™ by showing how to:

Reduce your tax burden
Improve your cash flow
Maximise the returns from your investments whilst reducing risk
Provide for your retirement
Minimise inheritance tax
Provide sound strategies for extracting money from your business
Help you prepare to dispose of your business for the sum you want

However, we firmly believe that Albert Einstein was correct in his assumption that "not everything that can be counted, counts, and not everything that counts can be counted!" – to that end we believe that the process is more about the individual than money and that client needs and aspirations must drive that process and that 90% of the Enhanced Value Creation™ we add is in the development of an appropriate strategy.

Call us to arrange your own private one-to-one consultancy session and let us see if we can help you further.

Generic Financial Management plc is authorised and regulated by the Financial Services Authority. FRN 192999.
This may be checked by visiting www.fsa.gov.uk/register