Business Advisory

Business structuring
Reviewing and restructuring your business may maximise tax efficiencies and protection of your personal assets. If your business has grown steadily, the business environment has changed, you have brought in a new partner or are preparing your business for sale, it’s vital to get the structure right. Whether sole trader, partnership, company or trust, we can advise you on the most effective structure.

Business value gap analysis
If you are considering selling your business in the future, we can help you plan ahead by implementing business strategies to improve your profit and maximise business value before you sell. We call it ‘grow before you go’. Strategies may include improving business processes and efficiency, employee policies and contracts, and protection of intellectual property.

Buying a business
When buying a business, it’s important to not pay more than it’s worth, to protect your investment and to ensure the ongoing viability of the business. We can perform a concentrated analysis of the financial health of the business and identify growth potential and return on investment.

Improving profitability
We can help drive profitability in your business too. Our team are trained to read between the lines, our process of evaluating business financials is rigorous, and we often find the hidden costs and savings that others may overlook. Our accountants are experts in recognising patterns in financial reports where deeper analysis and strategic action can benefit the business.

Strategic planning
If you want to grow your business or are considering selling, it’s important to have a strategic plan in place to ensure your goals are achieved. Without a plan in place, you may miss opportunities for optimising your business investment. Talk to us about developing a plan that considers your goals and identifies the pathway to success.

Retirement planning
While statistics can provide you with guides and averages on the amount of retirement income you will need, the answer to this question can only be determined by you in consideration of your individual circumstances. By planning ahead, you can take steps to establish an income stream to match that required to meet and maintain your desired standard of living in retirement.

Succession planning
While statistics can provide you with guides and averages on the amount of retirement income you will need, the answer to this question can only be determined by you in consideration of your individual circumstances. By planning ahead, you can take steps to establish an income stream to match that required to meet and maintain your desired standard of living in retirement.

Business cash flow
It is critical for business owners to understand the true costs of running their business and the factors influencing their profit and cash flow. We can show you how regular reviews of accurate data from efficient financial systems enable you to take appropriate actions and achieve healthy cash flow (as well as other positive outcomes).