We advise and mentor business owners. We develop a thorough understanding of the business and strive to make it the best it can be. Our strategies include advice for consolidating and making the most of what you already have; maximising cash flow and profitability; managing growth, sale or succession.
We strive to understand the business owners’ own circumstances and offer objective rationale capable of marrying technical advice with the realities of personal and lifestyle goals.
We provide regular, clear and accurate insights into the ‘actual’ financial position as compared to the ‘projected’ financial position. We help business owners and managers to identify changes and provide advice for countering threats and capitalising on opportunities.
Whether voluntary or forced, business owners need to address the various issues that can arise from the departure of a shareholder from the business. Our advice includes implementing the structures necessary for managing the financial and tax impacts associated with business succession by business sale, retirement or as a consequence of an unexpected or forced exit due to poor health, death, disability or divorce.
Our services include:
We work with business owners and managers to plan and manage the following key tasks:
Advice regarding Capital Gains Tax (CGT) and personal tax implications; and
managing commitments that may include staffing and leasing arrangements for plant, equipment and business premises.
