Business advisory
Business advisory for owners and entrepreneurs
Accounting isn’t just about tax returns and GST. It is about business: your business. We get to know your goals, motivations and what you want to achieve.
Who it is for
Private companies and entrepreneurs at every stage. Our advisory clients range from individuals just starting a business, to established companies with multi-million-dollar revenues, to owners in the process of exiting a business.
How we help
As a business owner you may be thinking about reducing tax, an estate plan, wealth management or succession. We look at the whole picture and give advice that fits your situation.
Our business advisory services include
- Corporate structures and reorganizations
- Business, strategic and succession planning
- Purchase or sale of a business
- Business valuations
- Budgeting and forecasting
- Financial modelling, performance analysis and benchmarking
- Planning for compensation and benefits, including stock options and tax-deferred plans
Plain-language guide
- Reorganization
- Changing how your business is owned or structured, for example adding a holding company or bringing in family members, often to support tax planning, succession or creditor protection.
- Benchmarking
- Comparing your results with similar businesses or with your own targets, so you can see where performance can improve.
What to do next
Tell us what you are considering and when, or call the office nearest you. Many advisory projects involve our corporate tax and estate planning specialists, and we bring them in as needed.
Related services
Planning your next move?
Whether you are starting, growing or stepping away, we can help you weigh the options.