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  SERVICES  

Business Advisory

We understand small to medium businesses and believe in providing effective business advice depending on where your business is in the lifecycle.

We provide ongoing advice throughout the lifecycle of the business which includes the following:

1. 
Startup Stage

1. Purchasing a Business
Knowing how much to pay for a business can be very stressful. Let our team crunch the numbers and look at industry comparisons for you.
2. Business Structure
Whether purchasing a new business or buying an existing one, getting the right structure from the start is crucial to its success: from both a taxation and liability point of view.

Learn more about Structures  »
3. Cash Flow Management
Is critical to any business, as a lot don’t survive 12 months due to cashflow issues. By working with our expert team we can help develop a cashflow to put you on the path to success.
4. Government Grants
Depending on what industry your in, we can help you apply for government grants to get you off the ground.

2.
Growth Phase

Expansion
Whether you are expanding organically and need advice on how to manage this growth by re-engineering your systems, processes and procedures — or you are aggressively pursuing a growth strategy through acquisition, we have a range solutions to help you achieve your goals.

3.
Maturity Stage

Innovation
The maturity stage of the life cycle can be very dangerous for most businesses unless you look to innovate. Speak with our expert team and we can help provide insights on how to overcome this.

4.
Business Exit Stage

Sale of Business
We understand selling a business can sometimes be very difficult and stressful. Our team is experienced in this area and — together with the client — come up with a fair value.
Retirement
There are a number of small business CGT concessions available to people selling their business to retire. Our team can assist with this to help reduce any potential capital gain that may arise.

Business Exit Stage:

Estate Planning

It involves arranging your estate or business so that should you or your partner pass away, the right funds go into the right hands at the right time. This gives you peace of mind, and your family the benefit of having a plan, which will take care of their needs and distribute the funds in the best possible way.
There is an additional advantage in consulting with us on your estate planning. We offer many other financial services, which might be called upon to achieve your aims. These include accounting, lending and finance, financial planning and corporate and business advisory services.

Truth is, good estate planning is much more than just having a will.

Have you considered your estate planning needs? 
It is good practice to address estate planning issues early — before they turn into problems. 

Asking these questions may help in the planning process:

The right funds

Will your estate have sufficient funds to cover your debts? Will there be enough money to provide for your family’s future needs?

The right hands

Are you sure you have a current, effective will? Have you identified any capital gains tax issues? Could your will be challenged? Could any of your beneficiaries be involved in a Family Law Court property dispute or a bankruptcy action?

The right time

Have you made provision for your family’s immediate cash needs following your death? Have you considered the timing of the distribution of your capital and income bequests? Are there any special factors you need to allow for?

If those few questions have started you thinking, it's time you consulted someone about estate planning.
CONSULT WITH US
Our firm strives to exceed our clients expectations in all aspects. Instead of just complying with laws and regulations, we work closely with our clients to improve their business and achieve total success.
TALK TO US
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