Business advisory & finance specialists
We're business specialists with more than 40 years experience & expertise in helping our clients finance and grow their businesses. We don't do accounting, compliance, sell cars, real estate, shares or life insurance. We understand complex structures and work with your other advisers to provide solutions & service that will help you achieve your business goals and objectives.
Business advisory & finance specialists
Most business focus on the tangible business assets - equipment, stock property etc., and fail to protect their business's Intangible assets - goodwill /IP, processes, systems, your supplier and client relationship information, trademarks and brand? They could represent up to 90% of the value of your business...
Business advisory & finance specialists
Exit Planning should be part of your business strategy from day one. The purpose of being in business and taking the risk is to generate the income and lifestyle that you want while you're working and in retirement. The longer you leave it, the less the chance you have of achieving your objectives.
Specialist Finance and Advisory for Professional Practices and SMEs...
Helping accountants, other professional advisers and business owners buy, grow and transition - backed by 40+ years of finance industry experience.
Whether you're acquiring a practice or business, buying out a partner, restructuring debt, or planning for growth, the right advice can make all the difference.
I work closely with owners of professional practices and SMEs valued between $500k and $5m, providing independent guidance and tailored funding solutions.
Buy or refinance an accounting or other professional practice. Fund partner buy in and buy out. Structure transactions for sustainable cashflow. We'll help you find the right practice, avoid the pitfalls and manage the process for a smooth, painless transaction.
Clear, practical advice for owners who want to grow, improve profitability, or diversify.
Buying or upgrading your own premises.
The right loan structure, the right lender - interest rate is important but the post settlement relationship is even more so.
Most owners leave value on the table. Early planning improves valuation, strengthens buyer confidence and creates a smoother transition.
Traditional term loans and overdrafts have fixed upper limits. If you sell B2B and want to grow your sales, you need a facility that will pay you when you issue the invoice - not in 30 days' time - to find out more.
Debtor management is critical. What's the $$ value of a one - day reduction in in your total debtors? How much additional cash would you have if you could reduce your receivables ledger by 10 days?
Client onboarding and ongoing monitoring can be time consuming. Even long-established businesses can have cash flow problems - Ask us about the cost & time effective options that are available
WEF 1 July the Super G'tee rate increases to 12% adding to payroll costs, and businesses will no longer be able to claim deductions for the GIC and Shortfall Interest Charge