Business & Succession Planning

Business & Succession Planning

Successful business managers believe that having a clear vision for the future can help to minimise risk and develop strategies to mitigate this risk.

Business planning helps you develop a sense of control by identifying what you want and then creating plans to assist you achieve these goals.

We will work with you every step of the way in developing and implementing your Business Plan as we believe your success is our success. 


A business plan can encompass all the following areas:

  • Cashflow
  • Profits
  • Asset Protection 
  • Succession Planning
  • Lifestyle Planning

We can assist you to formulate a plan and provide you with a comprehensive business plan folder. 


Cash is King and we can help you understand and improve your cashflow so you can make decisions  with confidence and improve your business at the same time.


Real time data and cloud computing enables us to have access to your data to assist in preparation  of management reports and KPI’s and work out a plan for where you want your business to grow  and how we are going to keep your growth on track


Your assets have taken years, sometimes generations to accumulate. It is imperative you have the correct structure to protect your assets.


Succession Planning

Succession Planning is a complex area especially for businesses with large assets which are difficult to split up.The earlier you start to plan for succession the more chance there is of a successful succession and transfer of assets.Our belief is that a succession plan needs to involve advisors such as facilitators, lawyers, accountants and financial planners.We assist you to work with us in collaboration with other advisors to plan your succession with the least disruption to your business or your family.

Lifestyle Planning

Within your goals you need to work out the type of lifestyle you desire. You can then set about  planning how you are going to achieve the balance between work and lifestyle activities.