In order to meet your business goals it is essential that you plan, and assess at regular intervals, whether you are succeeding.
We can help you with these disciplines, keeping you honest to your plan, allowing you to keep focused on your business meaning that you will achieve your business goals.
Business valuations - Whether buying or selling, we can produce an impartial valuation that you can rely on. Our program looks at the results but also looks beyond the numbers and takes into account the intangible aspects of a business - the things others will tell you are hard if not impossible to vlaue; the things yiou have spent a lifetime nurturing and developing.
Rest assured, whatever side of the transaction you find yourself on, we can help.
Debt restructuring - We'll assist you in securing the best financing option and structure for your personal and business borrowings while maximising any tax advantages available to you.
Bloodstock taxation - Specific taxing provisions govern bloodstock breeders, but opportunities exist to structure your breeding and racing activities to minimise taxation. We will work with your accountant to ensure your bloodstock fits in with your existing tax planning.
Business Coaching - Your aim is to ensure your business achieves the potential it's capable of - our job is to help.
Strategic Planning - Knowing the impact of changes you want to make before you make them is something we can help you do - reducing the risks to you.
Let us give your business a health check. The cost of a mistake is invariably greater than the cost finding out how to avoid one.
Franchising - If you are considering franchising your business, talk to us! We'll be there to work alongside you and your other trusted advisors addressing everything you need to ensure you succeed in achieving your goals.
Not for profit organisations - If you are a trustee or committee member of one of the not-for-profit organisations, use our experience working with public benefit entities. We can assist with advice on alternative legal structures an association can adopt, such as society incorporation and charitable trust formation. We are experienced in taxation law applying to the sector, as well as the procedures involved in registering as a charity.
Estate and succession planning - Estate planning is one of the necessities in life, allowing you peace of mind knowing that your hard earned assets will be dealt with in the manner you choose. We can help you write a plan and strategy for succession of ownership ensuring business continuity.
Family Trusts and asset protection - Family Trusts may be one of the best methods of preserving and controlling your wealth, and often the main component in estate planning.
In conjunction with your other trusted advisors, we will work with you to consider wills, ownership of your assets and your individual circumstances. We'll then tailor a plan to suit.
It is impossible to predict what the future holds for you, your family or your business. Planning for the protection of your assets should be an ongoing process.
Do you have any of the following objectives:
transferring family wealth from one generation to another
protecting against creditor claims
distributing income to family members at lower tax rates
preparing for the possible future introduction of wealth tax?
If so, we can help.
New business evaluation - If you have a good idea for a new business venture but don't have expertise in the financial aspects of creating a new business, we can help you with:
the most suitable structure
preparation of a business plan
Due diligence assessment
banking and helping you structure the deal appropriately - we can even help you prepare the necessary finance proposals
establish a good working relationship with your bank
registration with the Companies Office and Inland Revenue
