Business Startup How do I get started in business? What structure should I use? Should I have a trust? What can I claim? What are my risks?
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First Year How can I pay less tax? Who can be my trusted business advisor? How can I get my bank to help me? How’s my business performing? What are my risks?
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First 5 Years Am I paying too much tax? IRD audit – am I frightened? Are my monthly results accurate? How do I make more profit? Is my accountant giving me value for money?
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Well Settled How do I make more profit? Could I benefit from having a CFO on tap? Are my business risks fully covered? Could a new accountant boost me to higher level?
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Time To Exit How do I prepare to sell my business & provide for my retirement? Have I got an exit strategy? Will I be secure in retirement?
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Selling Up How do I maximise my business value on sale? Who can help me sell my business for the best value?
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Providing Intelligent Business & Tax Solutions
Time To Exit
You want your business to make more money
Our Solutions
We will work with you and your business to see where you are now and where you want to get to and discuss an action programme with you for implementation.
Your Benefits
You get to choose the level of our involvement with a set target for the costs and benefits of the agreed plan.
Examples
A client that we work with on a monthly basis has, with our help, set goals for both the medium term and longer term and is 16% ahead of their profitability when compared to last year and feeling a newfound confidence on where their future is tracking.
You currently own a business and want to sell or develop an exit strategy
Our Solutions
We can help you with the exit strategy & sales process having worked with a number of clients in this way already.
Your Benefits
You receive our assistance with your exit strategies and timing to maximize your business’ value on sale.
Examples
We worked on the exit strategy for this client including maximizing their current sales and forward orders, helped produce up to date accounts and they achieved a successful outcome