Be more than an accountant to your clients.
Offer your business clients:
the peace of mind that risks of internal and external disputes are minimized with the structure/documentation that you recommend;
risk minimization strategies in all aspects of their business;
the confidence to deal with their employees and contractors from recruitment, performance management to termination;
strategies to ensure that their wealth is passed on to their beneficiaries and are adequately quarantined;
assurance that their business is legally compliant; and
business succession planning advice.
Offer your private clients:
wealth generation and protection strategies; and
succession planning and wealth distribution options.
We partner with and work closely with you on each matter so you become the “go to” person for your clients by assisting with:
Restructuring of company structure where shareholdings/unitholdings change;
Preparation of Shareholders/Unitholders Agreements which are customized for the clients’ purposes to pave the way for a smooth business relationship from inception to eventual termination;
Purchase and sale of businesses, shares and other investments;
Establishment of Trusts;
Franchising opportunities as a way to expand and grow their businesses;
Equipment leasing documentation;
Profit Sharing Agreements;
PPSA protection afforded to suppliers;
Loan arrangement documentation;
Stamp Duty advice; and
Employment agreements/issues with employees/employment entitlements.