Cash Flow Management
Strategic Business Planning
Having a plan is one thing, it is even more important that it is revisited on a regular basis and small goals and milestones are set for you to measure how you are tracking.
We can assist in creating a plan that will deliver measurable business results and assist you along the way to ensure you don’t end up with a plan that collects dust in a drawer somewhere.
Acquisitions, Valuations and Due Diligence
The decision to buy a business can be a difficult one. Not only do you need to choose the appropriate structure for your requirements, your income, expenses and future liabilities will also need to be taken into account.
Our specialist team can assist to ensure the business you choose is sound. We specialise in undertaking the complete due diligence process to ensure your decision is a valid one. The due diligence approach involves a number of comprehensive reports that evaluate various things including:
– balance sheet essentials
– key relationships and
It highlights potential risks in a proposed acquisition and the associated implications.
We are also able to assist with valuations and succession planning in your business, to ensure you have the right structures and procedures in place when it comes to selling your business. See more on Succession Planning below.
What is the risk of not having a succession plan in place?
You probably have expectations of what your lifestyle is going to be like after you leave your business. However, if you intend to fund your lifestyle from the sale of your business and don’t have a well-considered succession plan in place now, you may be disappointed with the opportunities and financial options available to you when the time for retirement comes.
The earlier you develop your business succession strategy the better – it is never too early, but it can definitely be too late. Planning for this eventuality helps give you some control over how the future unfolds for both you, your family and the business.
Our structured approach involves a team of trusted advisers ensuring your plan is integrated with your financial and personal affairs, wealth protection needs and retirement plans.
We assist high net wealth and high profile clients by challenging the way they think about their businesses. We become part of your strategic team and act as your part time financial controller.
Meet our Business Advisory Specialist, Matthew Harris
Matthew Harris has been in public practice since 1987. He prides himself in being so much more than just a number cruncher.
Get in contact with our trusted advisors today!