Advisory Services

Advisory Services

Advisory Services

Growing businesses need specialist advisory services

Preparing business forecasts, bank negotiations, creating the optimal structure are some of the areas where we can help you. We have considerable experience to guide you through these events.

1. Budgets and Cashflows

Businesses need to plan for future growth and manage cashflows. Using a robust forecasting model we can quickly prepare forecasts for one to five years including not just a profit and loss forecast, but a cashflow, balance sheet and supporting assumptions. This is critical for new businesses and useful for banks.

Contact us to discuss how this would benefit your business.

2. Specialist Tax Advice

We believe it's important to invest time and effort early on to provide correct taxation advice, so that there are no nasty tax surprises later. We work closely with a tax specialist to ensure we are providing the best solutions.

3. Business Structures

Whether you are buying a rental property, starting up in business or undertaking a subdivision we can provide advice on the correct business structure. We look at this from not only a taxation point of view, but also asset protection and your personal circumstances. We review existing structures annually to ensure they are still effective, taking into account any changes that have occurred during the year.

4. Assistance with Finance

We have good relationships with banks and are of the opinion that the bank must fit the business. We will not only prepare the financial information required for finance but will attend meetings and assist with negotiations to get the best outcome.

5. Business Systems Implementations

A good accounting system is crucial. It enables you to spend more time improving your business rather than wasting time processing information. We do not endorse one particular product but work with many different accounting systems and will recommend one that will best suit your business. After a decision has been reached on the software we can also assist with the set-up and implementation.

6. Succession Planning

Succession planning is one of the biggest problems facing business owners. We encourage clients to think about this early to maximise their return on the business they have invested so much into. We have worked with clients and successfully sold businesses without using a broker.

We're Here to Help

Ask us – if we cannot provide the right solution for you, we will put you in touch with someone who can.