Professional services in relation to Business Structure Advice; including

• Review of your current financial position and future goals.
• Research and preparation of Letter of Advice to you about Asset Protection, Tax Planning essentials, and recommendations about your business structure.
• Preparation of a Proposed Business Structure Diagram and an Action Plan.

• Initial Meeting with you to discuss the potential Purchase of a Business
• Review Financial Statements
• Analysis of Trading Results
• Assessment of Future Business Earnings
• Business Performance Review
• Preparation of Due Diligence Report

Professional services in relation to a Business Evaluation Implementation.

Preparation of a 3-5 year Strategic Plan; including:

• Formulation of a business plan that includes budgets and forecasts for the next 3 years. This plan will outline how the business will continue to grow and be sustainable in the future.
• Identify a sustainable competitive advantage for the business so that revenue is not totally reliant on price competitiveness, or one industry sector. Support this activity with a detailed operating plan for that measures more tactical milestones and achievements.
• Operating plan to include a detailed Financial Budget and forecast to be measured monthly.
• Operating plans to detail the resources and funded required (if any) and a measure on the returns expected
• The business vision, goals and company values will be included in the plan
• Develop performance metrics both financial and non-financial on which management can measure regularly.
• Prepare forecasts for revenue, profit and cash flow for a minimum of three years, with a process for rolling reviews, quarterly.
• Implement project/ contract costing and profit analysis, market segmentation and product contribution for sales and cost analysis.
• Identify all legal requirements that may affect the future wellbeing of the business.
• Designing the structure of the organisation to meet future needs.
• Identify and address all risk management elements/ implement a risk management plan including risk mitigation strategy and a disaster recovery plan.
• Implement relevant KPIs, linked to the strategic direction, for all employees and a process for bi-annual performance reviews.

Full Business Valuation:

• Consideration of Valuation approach;
• Discussion with business owners and relevant key staff.
• Site visit and location review;
• Benchmark against industry and competitiors;
• Discussion in relation to past performance and full understanding of relevant factors impacting on future performance;
• Full report and recommendation based on all relevant factors

Or

Desktop Valuation:

• Valuation based on financial performance of the business.
• No site visit, valuation and report prepared on the financial reports of the business over the past 3 years.
• Discussion with business owners to ascertain key factors relevant to the financial performance the business.
• Limited scope report giving an indication of likely value.

Company Incorporation (Proprietary Limited) Establishment:

• Establish a Proprietary Limited Company
• ASIC Company Establishment fees
• Tax File Number (TFN) Registration
• Australian Business Number (ABN) Registration (if required)
• Goods & Services Tax (GST) (if required)
• PAYG Withholding (if paying wages)

Or

Discretionary Trust Establishment:

• Establish an Investment "Discretionary Trust"
• Tax File Number (TFN) Registration
• Australian Business Number (ABN) Registration
• Goods & Services Tax (GST) (if required)
• PAYG Withholding (if paying wages)

Or

Deed of Variation:

• Liaison with Lawyers for preparation of Deed of Variation

• Preparation of a detailed Statement of Cash Flows and discussions regarding same

Our Strategic Planning Session is a 2.5 hr workshop focused on your business and setting a plan for the next 5 years.

During this workshop you will:

• Discover your businesses purpose.
• Identify the core values you want to instill in your business.
• Set a target for where you want to be in 5 years’ time.
• Set milestones to put you on the path to reach your goal in 5 years’ time.
• Identify factors within the business environment that could affect your results.
• Compile all these results into a One Page Strategic Plan.