Ideas & Stories

Why Estate Planning is often not enough…

Years ago, one of my great mates died tragically and unexpectedly. He was 53 years old, fit, healthy and should have had another 30 or 40 years left in that amazing tank. Everyone was devastated by the sudden loss, especially his family. Luckily …
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What’s my business worth?

Ask most business owners what they think their business is worth and the answer is usually “no idea”. In fact, they have always wondered about value even if there was never any inkling to sell. Most generally have an idea but sometimes widely …
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Succession of Nothing

Most business owners defer any formal approach to succession planning. So it is always great to see the owner finally put pen to paper or better still, engage a professional person to help them bring their succession plans to life. But tragically …
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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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