Business Lifecycle

At this stage, your business may be no more than just an idea, or you may be in the very early stages of providing your service or supplying your product. You know you want your business to succeed, but you’re not sure how to create a financial structure that will enable your success. We can provide you with the strategic advice you need to launch your business successfully, which may include:

• Business planning and structuring

• Financial modelling

• Budgeting

• Sales strategy

• Growth analysis

This support is designed to allow you to transform your business dream into a reality.

Your enterprise is fully operational and may be ready to expand by this point. You may be looking to hire more staff, open a second location or significantly broaden your service offering. We support your business growth by:

• Helping you scale your business

• Deal with cashflow issues

• Incorporate debt as a long-term growth strategy

• Set and achieve business goals

We also offer support in the day-to-day running of your business, by taking care of your bookkeeping, tax and accounting.

Your business is now fully established, and you are facing a crucial decision point on whether to grow your business further or move towards planning for succession and retirement. You may be looking for ways to:

• Reinvigorate your business strategy

• Increase your profit

• Reduce your direct involvement with the enterprise’s day-to-day operations.

We can help you make these difficult decisions and support your future prosperity, whatever choice you make.

You’re now ready to look towards the future of your business and secure your enterprise’s legacy, through the development of a succession plan or through the mergers and acquisition process. Our team can help you develop a plan for succession, whether that involves preparing your business for sale by securing your assets and valuing your business, or transitioning management and operation of the business to the next generation.

You’re now moving into retirement and stepping away from your business. We can provide you with support in managing the proceeds of the sale of your business and the associated tax consequences of selling. Our team of business experts can:

• Facilitate your estate planning

• Provide guidance to SMSF trustees

• Manage your tax responsibilities through retirement

You will be guided through the entire process so you can feel rest assured that your business is being taken care of.