Buying, Selling or Merging
Buying:
The difficulty in purchasing a business is knowing how much to pay since there is rarely a market comparison available. Even when a public company is for sale, the quoted share price may not reflect the real worth of the business.
Thus, it is advisable to get expert advice on valuation and negotiation from a Chartered Accountant.
Selling:
You may wish to sell part or the whole of your own business. You will have to put a value on the business and, of course, find a suitable buyer.
Here again, a Chartered Accountant can help by assessing the value of goodwill and assets and, perhaps, by introducing potential purchasers.
Merging:
Merging with another business can involve complicated financial negotiation. There may be a transfer of shares or a cash adjustment between the parties and there will probably be a lengthy legal agreement which will need examination from a financial viewpoint.
The tax and accounting calculations can sometimes be extremely complex and usually require expert knowledge.
Management buyout:
The raising of finance for a management buyout may involve complicated loan arrangements between the company and the new shareholders.
The tax implications also need careful appraisal.
To plan a course of action which will ultimately lead to a better life style in my retirement
To work on my business strategy, manage my business for greater profitability and help with my ongoing taxation compliance obligations
When I need help to negotiate the maze of options available to me and to make sure I am fully informed before making any decisions.
 | Financial Planner Dip FP, CFP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious National "Securitor Adviser of the Year" Award for 2008. |
 | Financial Planner Dip FP, CFP, Grad Dip Mgt Licensed Dealer in Securities & Registered Life Insurance Broker. |
 | Accountant BA(ACC) CA FTIA AICD Member of the Institute of Chartered Accountants and Justice of the Peace for SA |
 | Financial Planner Dip FP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious 2009 Securitor "Rising Star of the Year Award" |
 | Mortgage Specialist Cert IV Mortgage & Finance Services, AMC. Winner of the prestigious SA/NT Rookie of the Year Award 2008/09 |