Strategy

Beyond today... The icing on the cake. We plan everything. For ourselves and for our clients. From succession strategies to business planning, from effective marketing to product development, from retirement strategies to estate planning and from management advice to problem solving. More than anything, our focus on strategy makes us unique.

Succession planning
 
Where to from here? What is it worth? Who should buy it? What about the family? Who else might there be? What can be done to increase the value? What about tax? How will they pay for it? How do I retire? What about wills? Few owners of private businesses have developed a written succession plan. Mostly, it is a tangle of questions in their heads. Often they turn 50, and wonder 'What's next?'. They don't know. Our succession planning process helps the owner plot their future. It provides a strategy and prioritised choices to work on. And it works well. Which is why succession planning is one of our most valued services.

Estate planning
 
Very often we find that business owners have no wills or wills that don't adequately cover their current personal or ultimate beneficiary's circumstances. Assets that are owned by a family trust, superannuation fund or company cannot be specifically dealt with in a will. This is because they are not owned by the business owner personally, even though the business owner controls the entity. Without a properly structured will containing instructions for the executor about the owner's wishes and consideration for various circumstances such as protection for beneficiaries (including commercial and marital risks), any business owner's legacy could be in jeopardy.