retirement assets

Retirement income: How much is enough?
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Retirement income: How much is enough?

Business Advisory

Retirement income: How much is enough?

by Elias Makris, Partner What do you consider an ‘adequate’ retirement income and how do you plan to achieve that? The following facts and statistics may influence your answer: Only 1 in 15 retirees (7%) live on an annual income of $70,000 or more. Almost one million people have returned to work since retiring. Four [...]

2025-03-27T14:49:33+10:00By Rosenfeld Kant|Business Advisory|

Case Study: Business Value Gap Analysis

Business Advisory

Case Study: Business Value Gap Analysis

Background David was a 53-year-old owner/operator of a successful business providing professional services to the building and construction industry. He was the key revenue earner in his business, he had no formal succession plan in place, and had always rejected merger talks with like businesses for fear of losing control. David had been planning to [...]

2025-03-27T14:49:33+10:00By Rosenfeld Kant|Business Advisory|