Business Advisory

Budgeting and cashflow forecasting play an important role in business performance management. A good budget allows you to set financial targets and measure your performance, and cashflow management enables you to predict how much money will be available to your business at certain points in time.

Would you like a CFO but don’t have the resources to employ one? A virtual CFO (also known as outsourced accounting or outsourced finance function) is an external resource engaged to support with some, or all, of the financial functions of a company. We can provide you with access to an advisor who can help drive your business’s success.

There are many different ways to structure your business, each with different legal and financial obligations. Not having the right ownership structure in place for a business can result in poor asset protection or paying higher taxes than necessary.

Management reporting allows you to measure business performance against key performance indicators (KPIs) on a periodic basis. Your management reports need to be tailored to your individual needs and we can work with you to establish KPIs specific to your business.

Estate planning is a way of ensuring that the assets you own and the wealth you have created are passed on to your beneficiaries in the most financially efficient and tax effective way possible.

Succession planning is becoming increasingly important to many business owners as they plan for retirement. A well thought out succession plan allows you to maximise the potential value in the business at the time of its sale.

Effective governance is vital for any business. Governance is the oversight and activities of the governing body that sets the strategic direction and goals of the organisation. A key aspect of this is developing sustainable long-term strategies.