What is your Business Phase?

What is your Business Phase? 2017-03-03T12:23:34+00:00

Business Lifecycle

Ideas Phase

Choosing a business structure
Choosing your accounting system
Developing a clear business plan
Income Tax & BAS Structuring
Fringe Benefits Tax considerations

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Establishment Phase

Understanding your legal obligations
Lodging your ASIC, ATO and other statutory requirements
Payroll, HR and Workers’ Compensation requirements
Establishing your Accounting System

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Growth Phase

Creating a “A Business Plan On A Page
Establishing KPI’s
Establishing Budgets
Technology, ‘Cloud’, Documentary and CRM systems

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Expansion Phase

Developing systems and procedures
Considering Asset Management & protection options
Insurances (personal & business)
Business structuring adjustments
Working ON the business and not IN the business

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Benchmarking Phase

Discovering Industry cost averages
Business performance & KPI review
Management & Board reporting
Establishing a Succession Plan

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Wealth Creation Phase

Superannuation
Estate planning & wills
Personal Finances
Investment strategies and retirement planning
Review Succession Plan

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Exit Phase

Equity sell down / sale
Due Diligence and information memorandums
Agreements and buy out structures
Passive Income plans and options
Negotiations

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Where are you at?

Just like the people who run them, all businesses go through a number of growing phases. Our specialty is in helping you to determine what phase your business is in and to provide continuous support as you travel through your business’ lifecycle.

We focus on assisting small to medium sized businesses & not-for-profit organisations to develop their management accounting systems and to meet their ever changing statutory compliance and reporting requirements.

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