Ideas & Stories

Protecting & Preserving Wealth

“My business is my superannuation”. That was the comment we have heard from many business owners over the years.  All too often, the needs of the business were always the top priority and minimal effort was made to extract money from the …
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Performance equals value

Most business owners rarely think about the value of their business. The day-to-day pressures of life leave little time to dream about the value of their business, let alone the factors that underpin a value improvement process. Yet business value …
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Life beyond Business

“What are you going to do after you sell this business?”  We have asked so many times during the Succession Planning process. “Don’t you worry; we will sort that out later.  We could travel, sit on a beach somewhere and enjoy a drink with …
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What is ‘Business Succession’?

One of Australia’s big 4 banks thought that they knew the answer when we partnered with them in 2002 to help them provide succession planning services to their business owner clients.  They wanted to ensure that the next gens of these family …
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