Advisory

As your business grows and changes you may need more help and support with one off projects, such as ensuring your structures are correct, or planning for retirement or succession – and we are here to help with that too!

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Benchmarking

Comparing the results of your business with those of comparable businesses in your industry.

Monthly Dashboard Report

Reporting your actual results against projected results for the most important metrics for your business.

Virtual CFO

Acting as a contracted Chief Financial Officer for your business and ensuring best practice is maintained throughout the year to minimise risk and maximise opportunities to grow your business.

Succession Planning

Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality.  At least 3 – 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.

Share and Business Valuations

Establishing the market value of the business or shares to give you peace of mind.

Due Diligence Projects

Investigating a business you’re considering investing in to ensure that you’re aware of all risks and that the information presented is accurate, and identifying your likely level of return on investment. Ensuring you’re aware of the risks and returns associated with such a major transaction and so that assets are protected and all incidental tax benefits are realised.

  • – Acquisitions and Mergers
  • – Buying and Selling a Business Advice
  • – Due Diligence Projects
  • – Product Costing Analysis
  • – Risk Management Assessment
  • – Tenders and Proposals

Finance, Business, Company and Trust Structure Review

Reviewing your current debt and equity levels and providing recommendations to minimise risk, maximise asset protection, and provide incidental tax benefits. Reviewing your existing structure and providing recommendations to maximise your asset protection and provide incidental tax benefits.

  • – Business Structuring
  • – Estate Planning
  • – Finance Structure Review
  • – Financing and Debt Advice
  • – Future Planning

Capital Expenditure Planning and Financing

Working with you to ensure that your investments in assets will not adversely affect your working cashflow and that they’re optimised for asset protection and tax planning purposes.

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