Advisory

Structuring, Strategy, Valuation, Broking, Business Coaching

Structuring (Commercial & Taxation)

• Companies, Partnerships, Trusts
  • Structuring for asset protection, income tax minimisation, CGT concessions & family law considerations
  • Professional Practice Service Trusts
  • Business Trading Trusts
  • Property Investment Trusts
  • Child Maintenance Trusts
  • Testamentary Trusts

Strategy

• Short, medium and long term strategic planning
• Porter Analysis
• Market, Competitor Analysis
• Lead Generation / Sales Strategy
• Value Based (EVA) assesment
• Supply Chain Analysis
• Value Creation Process Documented

• Cash Flow Analysis
  • Cash Flow projections for new businesses
  • Identification of critical cash flow issues
  • Identification of key performance indicators

• Business Planning
  • Business start up advice
  • Effective structural advice
  • Implementation of controls and procedures

• Budget Forecast Preparation
  • Process, Completion and Management

• Contract/Viability Analysis
  • Evaluation
    • Contract documentation review
    • Lost benefit analysis
    • Negotiation, full secondment and/or assistance
    • Strategic 'best fit' analysis

Valuation

Valuations conducted for:

• potential business purchases/sales
• financial planning
• taxation purposes
• assistance with obtaining finance

Succession

• Assistance with sourcing required parties for financial transactions
• Assistance and negotiation for buying / selling businesses and other capital assets

Business Coaching

As a business owner, some times the simplest way to identify the most appropriate course of action is to talk through opportunities or challenges with an experienced objective mentor who is not emotionally connected to your business.

Email Brett Kelly or phone him on 02 9923 0800, about how Kelly Partners Business Coaching can assist you.