Planning Services

Tax and Estate Planning / Business Structures

When you start a business, you have the opportunity to structure it as you please. If you are lucky, you may have this opportunity again when you restructure or change ownership. Contact us to receive advice on the most beneficial structure for the purposes of estate planning (including creditor protection and matrimonial property issues) and taxation.

Business Plans

Our experience has convinced us that setting and regularly monitoring performance goals will directly benefit your business. Let us help you to design and implement a business and financial plan that will enable you to achieve your goals.

Performance Assessment

An impartial review of the performance of your business and managers can yield invaluable information. With the help of Key Performance Indicators (KPIs), such reviews can be executed on a monthly basis. We are also skilled in assisting with the implementation and management of incentive schemes and employment contracts.

Marketing

Marketing is often just common sense, but it has an effect on every facet of your business. Let us help you to develop and implement a marketing plan that will significantly boost the performance of your business.

Innovation

Many organisations are uneasy about trying something new. With over 50 years of business experience, we know that innovation is an integral part of a successful organisation. Let us be your sounding board for new ideas and processes.

Budgeting

Planning for the future is one of the most important things that individuals and businesses need to do in the present climate. To be successful, you need to know where you want to go and how you are going to get there. All businesses should have a business plan which will need to be flexible enough to cope with the changes that will need to be made to it on a regular basis. Incorporated in the business plan will be financial budgets (Budgeted Profit & Loss, Cash Flow and Balance Sheet). These budgets will usually be for a 1 year period with a longer 5-year plan available as a supplement. It is essential that all businesses have at least this component of the business plan. Now is the time to start preparing your 2005 Budget.

Key Performance Indicators (KPI's)

KPI's are an essential tool for monitoring and optimising your business potential. They enable you to compare, monitor and assess your business eg. Gross profit percentage, debtors turnover, working capital and debt/equity ratios.

We can help you design and implement KPI's that are relevant to your business.

We have a great software package called "Optimist' that is used to provide KPI's and also as a tool for future planning and the financial effects thereof.