Many business partners who are often family members ponder in the dark corners of their mind about succession, when do the older partners/family members step back, how do the younger partners/generations assume the reins autonomously, of a business that necessarily is financially robust (hopefully) & take it forward, how do business & family partners protect what is most important to them; their family & future?
The last thing any business big or small would wish to deal with is incomplete or worst still, no, succession, banking, cashflow & wealth solutions These are all linked.
Whatever happened to that “old fashioned” approach that starts with you, your business & provides strong support & advice to better grip the future & bring it into focus; Many families/businesses are trying to do this on their own, progress is slow. Many business’s have developed succession solutions which cannot be reconciled to the business now or in the future. We work with you to build wealth reduce tax & not compromise cashflow then, help you protect & grow it. We are not fair weather sailors we are with you when things get tough and those who you thought would help, don’t. You know who they are.
We work with you to boost profitability, improve your capacity to proactively manage your business, retire debt & control expenses. Then with that improved profitability & cashflow we help you minimise tax & put capital aside for your future without impacting on the strength of the business.
We assist you with making sure you are correctly insured & where needed,buy/sell & shareholder agreements; what about your estate planning, when was the last time you looked at your wills? Are all of your assets & structures correctly dealt with? What would happen in your family if you were to die unexpectedly?
Together we ensure that your business is sustainably profitable, tax managed, correctly insured, succession strategy in place and personal wealth accumulation on track now the future.