Whether you’re thinking of purchasing or selling a business it is important to consider the future implications of:

  • Legal Corporate Structure
  • Taxation
  • Money requirements
  • Lifestyle
  • Capital Preservation
  • Business Succession Planning

If you have significant equity in your business, commonly known as the “jewel in the crown”, unlocking the equity in your business requires planning ahead. There are basically 5 ways to leave your business. They are:

  1. Death
  2. Bankruptcy
  3. Retirement
  4. Sickness
  5. Sale

It is a known fact that most people do not plan for these events. We can assist you to plan ahead and realise your capital value, extinguish any liability and provide funds for the continuation of your business.

Valuing Your Business

There are a number of methods for valuing a business, including valuing the goodwill component. To realistically value a business you need a good understanding of the marketplace.
Over a period of time an industry usually develops its own rules of thumb by which a business is to be valued. There are also formulas that can be used to arrive at the approximate value of a business. One of the most important factors to consider when calculating the value of a business is its future earning profitability.

There is no substitute for real life experience!

Our financial advisers are constantly undergoing professional traning and development to ensure the we deliver the highest quality advice.

Our Unique Business Planning

Meets the Needs of Business

We offer a range of wealth accumulation strategies customised to meet your unique and changing needs. From investment management to wealth preservation and transfer, our team can provide comprehensive solutions to help you fulfill your financial vision.

Wealth Strategy & Solutions