Prior to undertaking any transaction involving the sourcing of debt or equity investment or the sale of the business or shares, the business must ensure it is in a position to be able to maximize the result to the owners of the business.

n this service offering, we are typically involved in undertaking tasks that further develop the business. These services are always performed in conjunction with the owners and key staff.

Our process is designed to ensure that the business is capitalizing on its strengths and opportunities, identifying and capitalizing on its unique characteristics and minimizing the impact of threats and weaknesses.

Particular service offerings in this area include:

• the preparation of strategic/business plans
• strategy development workshops
• tax advice (particularly in relation to structuring and taking advantage of the various Capital Gains Tax concessions)
• implementation of corporate governance strategies
• management reporting
• systems analysis and internal control reviews
• software specification and selection assignments

Needless to say, the above services involve a great deal of personal mentoring and coaching to ensure that the strategies are implemented and achieve the desired result even after the consultants leave the premises.

Our clients typically benefit from our Investor Ready Process which initially, is a high level review of the business resulting in a simple report identifying the key areas for improvement.

TAXATION & STRUCTURING

Our expertise in taxation is a natural compliment to the Corporate Finance area. Each stage of the business life cycle brings with it complex taxation issues, particularly Capital Gains Tax.

e will work closely with our client to ensure that the most appropriate corporate structure is adopted by a business and that the quantum and timing of taxation expense is minimized in the business realization process.