Family and Business Integration
Our aim here is to understand the family requirements and then ensure the business goals and directions are meeting those needs.
The services we provide in this area are:
- Budgeting and Forecasts
- Business Plans
- Family and Business Needs Analysis
- Goal Setting
- Succession Planning
- Business Valuation
Our role here is that of "sounding board" and we provide direction and guidance, after all it is your family and business. Through our needs analysis questionnaires we are able to quickly summarise the key areas that require attention and focus. In conjunction with you we set plans and targets to work through and resolve the key areas identified.