We want our clients to have healthy profitable businesses. To achieve this our services include:
Business Purchases and Sales
When purchasing a business careful negotiation and structuring can substantially increase the likelihood of a successful deal. We specialise in providing assistance with negotiations, structuring and funding, due diligence, settlement and post-settlement processes.
We can help with selling a business, including writing the Information Memorandum to highlight its strengths, identifying prospective purchasers and ensuring the business is properly marketed to them, assistance with negotiation and deal structuring.
A well executed process adds value whether you are buying or selling.
Budgeting and Cashflow Management
Failing to plan is the same as planning to fail!
Whether you’re buying a business, setting one up or have been in business for some time realistic budgets and cashflow forecasts help you maximise its profitability and value, as well as ensuring it has sufficient capital to meet its ongoing requirements.
Your businesses cash position is not the same as its profitability. Growing businesses can be very profitable and valuable provided they have the funding they need. Shrinking businesses can free up cash but suffer falling profitability and damage your longer term wealth!
Regular management reporting and comparison with realistic budgets highlight areas that may need attention, such as margins, overheads or tax commitments. They are also important when increasing banking facilities or raising funds from outside investors.
We work with you and your own team to prepare and review regular management accounts for business monitoring and banking requirements.
Annual Accounts and Taxation returns
We prepare annual accounts for companies, trusts, partnerships and sole traders and prepare associated income tax returns, then organise for them to be filed with Inland Revenue.
Taxation is a cost that can and should be managed. Ensure your affairs are structured to minimise your tax costs and don’t expose you to unnecessary risks.
We have been an approved tax agent with Inland Revenue since 2004. We prepare all types of Inland Revenue returns including Income Tax, Goods & Services Tax, Fringe Benefit Tax and other returns.
We also prepare Applications for Inland Revenue numbers, Application for Exemption from RWT and other Inland Revenue applications and forms.
We can also help with
- Australian tax and corporate affairs issues.
- Trust and Estate planning.
- Solvent liquidations and removal of Companies from the Companies Register.
- Company Incorporation.