THE IMPORTANCE OF A STRATEGIC PLAN
1.To Build the Business Value
Most business owners want to improve the value of their business to maximise the sale price to fund their retirement and personal life. Here are the key components :…

Read More about August 2010 Issue


Welcome to our July 2010 newsletter and a new financial year – an ideal chance to review your strategic planning for the next 12 months. This newsletter includes details of upcoming events as well as client case studies and examples of successful strategies. We hope you will find lots of useful information to improve your business and assist you in creating a succession plan to ensure you build maximum value into your business.

Read More about July 2010 Issue


Welcome to our June 2010 newsletter which includes details of upcoming events as well as client case studies and examples of successful strategies. We hope you will find lots of useful information to improve your business and assist you in creating a succession plan to ensure you build maximum value into your business.

Read More About June 2010 Issue


Welcome to our May 2010 newsletter which includes details of upcoming events as well as client case studies and examples of successful strategies and further resources…

Read More About May 2010 Issue


Business exit preferences for Australian SME’s
ANZ Bank Private Business Research
According to the ANZ Bank Private Business Research 2008 – Understanding the opinions of privately owned businesses in Australia. Shareholders’ “chosen” method of ending involvement with their company:

Read More About March 2010 Issue


How Effective are Your Existing Business Structures?
Try this 8 Point Checklist…
We often encourage clients to use the following checklist of structural issues to determine how effective their existing business structures are in terms of three key factors: asset protection, efficiency, taxation…

Read More About December 2009


Getting your business sale ready – Structure and due diligence
Most business owners when they prepare their businesses for sale are really not sure what that exactly means – they probably know they need to have a bit of a cleanup both literally and also in terms of documentation, client records and files but they’re really not sure what else needs to be done to adequately prepare the business for sale…

Read More About October 2009


SUCCESSION PLANNING TIMELINE AND EQUITY MATRIX
We always advise clients to carefully map out two key things when preparing a succession plan:

A timeline for significant succession events – which is more often than not quite certain in terms of the short term dates but more flexible and variable in the longer termas circumstances are more likely to change…

Read More About September 2009


FOUR STAGE SUCCESSION PROCESS
OUR UNIQUE FOUR STAGE PROCESS IS ALL FOCUSED AROUND VALUE AND WEALTH …

Read More About June 2009 Issue