Business strategy and structure
With an integrated approach and diverse experience, we help you set and adjust your strategy and structure to continually maximise your outcomes, in alignment with your personal and family financial plan.
Business transactions
We can undertake a full analysis of business purchases and sales, guiding you through the financial considerations, assisting with due diligence, setting the appropriate terms and managing negotiations to achieve the optimum result.
Cashflow and budget forecasting
We help you monitor business performance and interpret results; including budgeting and developing cashflow forecasts. We advise on economic circumstances to proactively identify how they might affect your business.
Develop internal capabilities
Within your business, we provide mentoring and assist your in-house accounting staff to prepare and monitor financial projections. We attend boardroom meetings to ensure they are relevant and effective, including preparing agendas and overseeing the implementation of agreed actions.
Engage and implement specialist third-party advice
We identify your needs and engage the appropriate third-party expertise to cover all your changing commercial requirements, overseeing the implementation and execution of their advice. This includes liaising, establishing and maintaining sound relationships with financiers, lawyers, insurance agents and other professionals.
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