Business Consulting Services

Combining your personal financial affairs with those of your own business requires a keen eye for detail and knowledge of the opportunities available in the marketplace. We offer an enhanced, five step service for business owners to help them to maximize their financial success.

  • Corporate structure planning

    The strength of your corporate structure is key to your business’s future success and needs to be reviewed regularly to ensure that it is fit for purpose and that it offers you the right support for tax planning, creditor protection and even the potential future sale of your business. We will work with you to review and make any necessary changes to your corporate structure to ensure that your business remains competitive and secure.

  • Executive compensation planning

    Every business owner understands the importance of ensuring that their employee reward packages are incentivising but also cost effective. Delving deeper to look at ways to realize tax savings and improve and enhance your benefits package at the same time is something that we can work with you to achieve.

  • Group compensation consulting

    Group insurance and investment plans can not only mean excessive administration but can also cost you more money than is necessary if they have not been well designed to meet your business’s unique needs. We will review your existing plans and identify opportunities for savings and efficiencies.

  • Business owner wealth planning

    Those who own their own business are in a unique position to benefit from potential tax planning opportunities such as tax referral, tax preferential income and sometimes even income which is free of tax altogether. Allow us to help you to identify these options and maximize your business profit.

  • Succession and business sale consulting

    If, at some time in the future, you wish to pass your business on to a family member or even sell it, you are likely to need support with the various processes and regulations that are required between parties such as accountants, lawyers and valuators. We will ease this process for you by acting as facilitators between all parties to ensure a smooth and successful outcome.

Our hard work doesn’t end here. We undertake continuous reviews and monitoring in order to keep your financial plan on track, evaluate success and make changes where necessary.

Learn how we can help you achieve your financial goals