Many firm owners don’t know what their business is worth, or how to change it.
Plan your exit, grow through acquisition, or understand what’s holding your firm’s value back. We specialise in valuations, succession, and M&A advice for financial planners, accountants, lawyers, and professional services firms.
We can work with you to understand the value of your business, be it:
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For Internal Equity Transactions (such as selling equity between owners, or introducing a new owner)
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A business dispute (exiting an owner)
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Shareholders Agreements
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Restructuring – e.g. Capital Gains Tax purposes
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Matrimonial Settlements (divorce)
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Business Growth and Strategic Planning
We can help you develop a plan to transition equity within your business, retaining and rewarding key employees and securing your retirement plans.
We can work with you on a merger, or acquisition, of a full or partial business, to ensure you’re protected and best set yourself up for success.
We can review your business structure and provide advice and a pathway to ensure you’re operating in the most efficient structure.
We can assist you in positioning your business for sale. If you’re a financial planning business, we can work with you to market your business through a full sale.
