Yes. We specialise in unlisted private businesses. Typically any business up to 150 staff and contractors.
Do you use a specific business advisory model?
We are method agnostic. What that means is understanding your business and how to maximise wealth is our skill. If you currently use a method, we can work with that, better yet we can explain how to use it to greater advantage.
How long does it take to get things done?
To deliver parts of what we do can happen within days. To see results from strategy typically takes between 6 & 18 months. A sale of a business can take time to go through due process.
How long does an ESOP take to implement?
To deliver parts of what we do can happen within days. To see results from strategy typically takes between 6 & 18 months. A sale of a business can take time to go through due process.
Can you help me exit to the USA?
We can assist with global exits. Strategic buyers are typically sourced from the USA and Europe.
Is a CORP the same as an ESOP?
Yes. CORP is our unique ESOP, only for our clients. We use a bare trust structure which helps with tax a future planning.
Our Intrinsic Value Report is similar to a valuation. It's not prepared for court proceedings however the principles used to arrive at a value are the same. If you need a court approved valuation we can help.
I have 5 staff in my business, would an ESOP work for me?
Yes. The short answer is yes. The longer response is about weighing up cost benefit and your plans for growth and the vision for your busniess into the future.
What happens if for some reason I can't continue?
There are no lock in contracts.
Why is business modelling important?
It's the closest thing we have to a crystal ball. To get the best outcomes, designing the right plan and strategy is key. Modelling helps plan for at least the next 3 years.
Do you do strategic advisory?
Yes. If you are asking about us helping you grow your business the answer is yes.
