Business Succession - 6 min read
There’s no one-size-fits-all guide for business owners and directors to follow, and that’s why expert advice is so valuable. The success of a business can often come down to a few game-changing moments: the acquisition of a new company or division; the addition of a new partner, or even having the right succession plan in place for when it’s time to leave.
Our Business Advisers are available to help you make strategic decisions whenever you come to a crossroads. They thrive on guiding businesses through financial, commercial and regulatory complexity, so when the game does change, it changes the way you want it too.
Buying and selling business assets requires thoughtful planning and can be harder than you anticipate. The potential pitfalls are significant, so professional advice can help position you for a more promising future. We assist with negotiations, transaction structuring, funding, taxation advisory, due diligence and more.
No one works forever, but the exit of critical individuals doesn’t have to upset your organisation’s profitability and stability. We can guide you through potentially complex issues such as funding, shareholder and buy-sell agreements, organisation and structure, taxation and transaction planning and execution.
Whether you’re buying, selling or looking for investors, business valuation is an important tool for every business owner who is concerned about value accretion over time. Valuations may also be required for special situations such as funding or transaction and tax-related issues.
Instead of facing commercial negotiations and disputes on your own, employ the services of our experienced business advisers. We can guide you through difficult situations that may affect your financial world and even your future.
Face large sales transactions and purchases confidently with the due diligence our advisers can perform on your behalf. With solid financial information at the ready, you can have increased assurance that everything you’ve been told does stack up, or you can avoid a large purchasing mistake altogether, thanks to accurate information.
The future is inherently uncertain, and this uncertainty extends to your business ventures, projects and investments. A venture’s feasibility, risks and likely returns can precisely be evaluated by building a mathematical model that describes your set of circumstances. Reduce your risk with our financial modelling services.
Where will you source the funding for your upcoming, significant transaction? How should it be structured? Is your financing practical, and does it fit in with your tax plan? Our advisers examine your situation and guide you through the options.
Whether you’re approaching a voluntary liquidation for your company, a tidy-up of your corporate structure or preliminary guidance regarding your solvency and future options, our advisers are here to assist.
A management buyout can be challenging to navigate on your own. Between pricing, payment terms, funding packages, conflicts of interest and vendor negotiations, the details can be overwhelming. Let our Corporate Advisory team guide you throughout the journey.
Your company’s intellectual property may be one of its largest assets, so take precautions to safeguard it. Our experts can help you to navigate the global maze of IP management and help you to avoid common IP pitfalls.
Our fearless leader - dedicated to delivering the way financial advisory services are delivered to private clients. Roy has been running Altus Financial since inception, which is about 28 years.
In his spare time, Roy enjoys sailing, snow skiing, riding his bike and travelling the world on the hunt for his next adventure and picturesque backdrop.
Scott or Scotty as he is known by the Altus Team and many of his clients, brings years of experience as a Director of our Business Services Advisory Team. Scotty and his team are passionately dedicated to servicing privately owned clients and helping them run better businesses and in turn as owners, live better lives!
In between managing weekends full of kid's sport, Scotty loves nothing more than spending his spare time with his young family boating, water skiing, tubing and generally relaxing, enjoying each others company with plenty of sun, sand and water therapy!
Focusing on practical and commercial outcomes to help business owners build and protect their wealth. When working on solutions, Marc keeps an eye to the future growth and opportunities for businesses, particularly to facilitate international growth.
When not out or at the beach, Marc loves spending time at the SCG watching the Swans. In the evenings, he always looks forward to playing music or finding some new songs to add to one of his many Spotify playlists.
Paul is driven by providing practical business and taxation advice to SMEs. Paul is one of the Founders of Altus.
In his spare time, Paul enjoys spending time with his family exploring new places both locally and overseas, ocean swimming and playing a bit of golf.
Jeremy thrives on achieving the best results for his clients. Together with his team, he delivers a range of services so they can achieve their business and personal goals.
Nothing makes a fish bigger than the one that got away. When Jeremy isn’t advising his clients, he spends time chasing the thrill of landing a big catch or the one that got away. He has a love for Rugby League, the occasional social outing and finding travel destinations that are off the beaten path.
Our fearless leader - dedicated to delivering the way financial advisory services are delivered to private clients. Roy has been running Altus Financial since inception, which is about 28 years.
Scott or Scotty as he is known by the Altus Team and many of his clients, brings years of experience as a Director of our Business Services Advisory Team. Scotty and his team are passionately dedicated to servicing privately owned clients and helping them run better businesses and in turn as owners, live better lives!
Focusing on practical and commercial outcomes to help business owners build and protect their wealth. When working on solutions, Marc keeps an eye to the future growth and opportunities for businesses, particularly to facilitate international growth.
Paul is driven by providing practical business and taxation advice to SMEs. Paul is one of the Founders of Altus.
Jeremy thrives on achieving the best results for his clients. Together with his team, he delivers a range of services so they can achieve their business and personal goals.
Business Succession - 6 min read
What will happen to your business when you retire? Do you plan on selling it? Will you hand it down to a child or other family member? Do you want to ...
Business Succession - 5 min read
As much as you love your business, at some point, you’ll make an exit. Most business owners leave their businesses when they retire or decide to pursu...
Business Succession - 7 min read
Business succession is challenging, no question. And if your family happens to be a part of your business, the challenges multiply. Hurt feelings, exp...
© 2022 Altus Financial, All rights reserved.
Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).