Succession planning allows you to transition your business to new ownership in a managed and systematic way; reducing stress while achieving a greater outcome. It’s not just about extracting maximum value from your business. If you were hit by a bus tomorrow, how seamless and pain free would the immediate transition be - both for your business and for those who rely on it? We will work with you to develop your Succession Plan by identifying your succession options, clarifying your objectives - considering business, personal and family expectations - and defining the steps you’ll take to achieve them. This service is registered through RBP (Regional Business Partner Network) and funding is available for eligible businesses. For more info, click here
The robustness of family trusts is coming under considerable scrutiny as a result of the recent Law Commission review, resulting in a massive wake up call for Trustees. Our Trust Review Service examines your trust set up, identifies any administration gaps, ensures your Trust is compliant with legislation and that trustees are meeting their obligations. We’ve developed a number of resources and templates to help you understand this complicated topic and to help you develop an effective memorandum of wishes. Most importantly this service provides a framework to ensure your Trust is meeting its objectives.
We’ll help you to understand your business better, enabling you to better manage your cash flow. Good management decisions rely on a sound understanding of the financial implications for your business. This service involves meeting with us every two months to discuss your financial results. Teaching you to produce and interpret your own customized financial reports on a monthly basis. This service is registered through RBP (Regional Business Partner Network) and funding is available for eligible businesses. For more info, click here