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;

  • Management/Agency Agreements;

  • Profit Sharing Agreements;

  • PPSA protection afforded to suppliers;

  • Supply agreements;

  • Licensing agreements;

  • Distribution agreements;

  • Succession planning;

  • Loan arrangement documentation;

  • Stamp Duty advice; and

  • Employment agreements/issues with employees/employment entitlements.

Contact us for a consultation