Business owners are in business to achieve goals and realise ambitions. Through years of dealing with business owners we have developed the common understanding of the challenges they face and consequently feel that we are best positioned to help them deal with those challenges

The starting point is obtaining an understanding of the individual business needs and then facilitating both the establishment, ongoing maintenance and development of the business structure so as to provide the maximum protection obtainable within the relevant legislative framework.

Through this process we believe that we can help clients quantify, assess and plan both their business and personal goals.

If this service is required, we set regular meeting dates at which the key performance indicators of the business are reviewed. This provides the business owner with the ability to analyse the interim business results and business cash flow, review the target short and long term objectives,  plan for future tax liabilities and business growth, or in some cases plan for either the sale, wind down of the business, or transition to a succeeding family member.

We have found that this process can act as a good ice breaker either in sensitive family business situations, or in tense business partnerships, and therefore can indirectly act as a subtle dispute resolution process .

We prefer to achieve this by providing you with the skills to establish and maintain a regular reconciliation and reporting framework and process, which we then simply just need to review.

We have armed ourselves with the tools to be able to provide you with the following service offering.

  • Benchmark your business to others in the same industry
  • Help you set the Key Performance Indicators (KPI’s) for the business
  • Track the KPI’s over time
  • Prepare cash flow, profit and loss account and balance sheet forecasts which financial lending institutions generally love to see, and which can also help you make those critical financing decisions.

Attend to the regular preparation of  funds statements to provide the business stakeholders with an understanding of where the funds received by the business were sourced from and to what the funds that flowed out of the business were applied. The statement of source and application of funds we believe to be one of the most important financial reports that a business stakeholder can receive but it is too often ignored and its reporting benefits underestimated.

Estate & Business Succession

We help you create a succession plan, whether it be for your personal affairs, or for your business.

Learn about Estate & Business Succession
Contact Us

Phone us on (03) 8602 6100 or contact us via our online enquiry forms.

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