Our Process
6 STEP PROCESS
Still not sure?
Let us review your current financial business plan. We then explore your business’s goals and considering the appropriate business structure to execute those goals.
Furthermore, we offer advice on the business structure to ensure that it is tax efficient with regards to estate duty, and income tax and our service looks holistically at the business succession plan, and will explain what the implications would be, should one of the business owners pass away.
We review current business succession agreements like buy and sell agreements and explore current policies that are in place for this purpose, we also ensure that policies and agreements are compliant with legislation and are tax efficient. Ready to achieve your financial goals.
Contact us today for rock solid advice, You can trust.