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Building a business is about developing a saleable asset just as much as generating income. We can assist with succession planning, exit strategy, business valuations and preparing your business for sale.
Succession planning and exit strategy
A successful exit requires strategic planning. You want to leave behind a success story and feel content with the return on your years of investment. We can help you design a succession plan and exit strategy that meets your needs.
- Business advice
- Business assessment
- Financial system design
- Business process mapping
- Systems audit
- Cloud accounting applications
Know your value
Understanding the true value of your business beyond your gross and net profit margins is key. We can help quantify additional value in goodwill, human capital, intellectual property, inventory or customer base.
- Budgets
- Virtual management accounting
- BAS management
- Management reporting
- Cashflow management
- Family office
- Business valuations
- Milestone monitoring
Rights and responsibilities
Effective navigation through regulatory complexities will help you secure the value of your business. Don’t miss out on opportunities to leverage benefits provided by self-managed super or capital gains tax concessions.
- Tax return preparation
- ASIC compliance
- Financial statements
- Tax advisory
- Restructuring advice
- Year end planning
- Capital gains tax
- SMSF management
Leverage your success
Realising, leveraging and protecting the value of your assets are the last important stages of your business journey. Our experienced advisors can assist you in each step of the process of transferring the value from your business to new asset classes in the most tax-effective manner.
- Business advisory
- Change management systems
- Succession planning
- Estate planning
- Asset protection
- Exit strategy
- Funding structure
- Advisory board
- Project management business sale
- Employee share and incentive schemes
Community
We have been working with successful businesses for over 20 years through every stage of their journey. We can connect you to a network of skills and experience to complement your needs.
