Strategic business planning can be daunting, expensive and complex. We make the daunting understandable and we work hard to simplify the steps you need to take, to achieve your business goals.

Our services in this area include:

  • Business advisory – we help you identify opportunities, improve performance & asset efficiency, ensure your business remains profitable and competitive, and build and protect your assets
  • Business acquisition – we help potential purchasers assess both the viability and suitability of potential businesses.
  • Estate planning – careful estate planning can help to ensure that the wealth you have built is transferred smoothly, tax-effectively and, most importantly, according to your wishes after you are gone.
  • Rental properties – be it residential or commercial property ownership we have the expertise, experience and knowledge to ensure your investment gains you the maximum tax benefits.
  • Selling a business – we help business owners package their business for sale, to help them achieve maximum sale value.
  • Succession planning – we help our clients achieve low stress, effective and efficient exits from their business.
  • Business valuation – we can provide you with simple guidelines and formulae to determine the value of your business or property. We can also appear in court or for arbitration as expert witnesses in relation to business valuations.
  • Strategic planning – we support you through the elements of strategic planning including business structuring, budgeting and cash flow management, marketing and advertising, SWOT analysis, software selection, system review and business analysis.
  • Risk management – if risks are identified early the impact can be more effectively managed by the adoption of contingency plans.
  • Business start-up – having a plan that is tailored to your personal situation by a professional will greatly increase the chance of success – let us turn your business idea into a reality.