C.1 Business Entity Selection
Choosing the right form of entity of your business (e.g., business name/sole proprietor, private limited liability company, incorporated trustee, public liability company and Limited by Guarantee ) is a crucial decision that can have longstanding tax implications, positive or negative. We can help you evaluate the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
C.2 Business Succession Planning
Effective coordination of your business’s transition to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation. We can assist you in developing a strategically sound plan.
C.3 Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your business needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
C.4 Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.