We believe a clearly documented business plan is a critical success factor for any business. Often the plan is produced to satisfy a third party. E.g. Financers without any 'ownership' of the proprietors. We encourage clients to prepare a plan for the commencement, development and ultimately succession plan of the business. It is within these plans that the value of the business can be exposed and developed.

Our team at Casey Partners can help you develop a working business plan and will give you feedback on its contents and ongoing monitoring.

Our advice is not restricted to compliance matters of tax, legislation and rules. Understanding your business and giving you feedback and opinions on decisions you are looking to make are part of our daily work.

We encourage our clients to communicate with us as it not only keeps us up to date with the clients business but also gives us the opportunity for input into the decision making. This can be important to prevent an incorrect decision or provide the opportunity for us to suggest a preferred alternative.

After 25 years of working with clients, we are proud of our record in being able to work with and assist in the growth of our clients business.

Irrespective of whether your intention is to sell your business or not, the business is best structured in such a way as to maximise its value. A structure which easily facilitates a transition of the business to new owners is seen as a positive in a business valuation equation.

A structure that enables a transition of the business to new ownership despite having no intention to sell would be advatageous in the event of a requirement to sell in unforseen circumstances.

Often business owners are looking to sell their business to either third parties, management or even other family members. Identification of an appropriate business succession plan, structuring and identifying likely hurdles is best done well in advance to maximise the likelihood of a successful transition. These issues need to be handled with discretion and sensitivity.

Casey Partners have over many years helped their clients with a transition of business to new owners.

Consideration should be given to business structuring, asset acquisition and potential risks of exposing assets to action by third parties.

Casey Partners will advise on appropriate Asset Protection Structuring and an asset acquisition policy to best protect the client from claims by unrelated parties. These claims may be from business creditors, customers or government agencies and may be entirely out of the control of the client. Whilst we do not condone clients not meeting their responsibilities in this ever increasing litigious environment, there are often less than honest parties wishing to attack personal assets.

Over the past 25 years we have been involved in numerous business acquisitions and disposal transactions ranging from relatively small values to tens of millions of dollars.

On acquisition our advice ranges from a review of the financial records of the target and opinion of value to a more comprehensive due diligence of the business to assist with potential financier proposal.

Conversely we have had numerous clients sell their business and we have assisted in the preparation of Information Memorandums for the purchases, including financial and business analysis of the vendor.

Often early planning as to how to approach the sale/purchase transaction can assist in making the transaction simpler, less expensive or more tax effective.

Casey Partners for a number of clients prepare financial reporting packages on a monthly or quarterly basis. These packages include financial reports and analysis of Key Performance Indicators and trends in business performance.

The reports also include the ability to undertake 'what if' analysis to evaluate the impact of certain business decisions.

Ongoing financial reporting also enables assessment of business performance against financial budgets.

Casey Partners is able to prepare fully integrated three way financial projections incorporating projected Profit and Loss, Projected Cash Flow and Projected Balance Sheet.

The ongoing measurement and projection of cash flow is becoming more and more critical in business performance and decision making.