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Company Advice

BUSINESS ADVICE & RISK MANAGEMENT

GROWTH STRATEGIES

Growth strategies are distinct from risk management however, consideration of the both are imperative.

It’s important that growth is well planned for and comprehensively planned, to make sure the business has synergies and capabilities to achieve the planned growth. Growth strategies must compliment the owners’ overall business aim.

Our growth strategy services include;

  • Business Restructuring – for the current business circumstance or for future growth and aspirations.
  • Mergers and Acquisitions – valuable tools to expand or grow your business at a faster rate.
  • Divestments – necessary when your current business structure needs to be separated due to various reasons or circumstances. This is a detailed process that requires agreement by all parties and review by independent third parties. We guide clients through this process.
  • Minimising Risk to Shareholders – we ensure all aspects are considered.
  • Maximising shareholding valuations – we utilise in-depth tools to ascertain business specific valuations.

SUPPORT WITH FINANCIAL BUSINESS NEGOTIATIONS

All businesses need to reconcile their financing commitments and requirements to their business growth. It makes no sense for example to take a $1K loan over one year. Terms of financial loan need to be matched to business growth. We represent clients in negotiations with lending institutions to achieve the desired outcomes.

It is essential that security for the lending be matched to the business only, not to your house or personal investments.

CVW Accounting financial negotiation services include;

  • Negotiations – we support and represent clients during negotiation procedures with buyers, sellers and financiers.
  • Contract Review (financial aspects)
  • Mediation on disputes
  • Alternative solutions – if you find yourself in a negotiation, it is important to consider all the options available based on your circumstances. We are experienced in financial negotiations with and on behalf of clients. Drop in for an obligation free chat.

SHARE AND OTHER FINANCIAL STRUCTURING SERVICES

Consider sitting down with us at CVW Accounting to discuss the ideal structure for your business. Our focus is to ensure your business is structured for growth for its current operations and to provide risk protection and flexibility for the owners.

Our share and financial structures services include;

  • Share valuations – we provide clients with comprehensive documented analysis when considering shares as well as providing alternative business models for consideration.
  • Share buy backs – when it comes to partial or whole share buy backs it’s important to set a timeline for completing the process.
  • Loan restructuring – we work with clients to ascertain the right time and circumstance for loan restructuring to maximise taxation effect and reconcile to client’s business model.
  • Debt restructures – chat to us for advice about debt restructuring, that needs to be considered for owner protection and protecting cashflow.
  • Insurance requirements – to ensure insurance is adequate in borrowing agreement terms and amount i.e. coverage is provided for the period required and terms are tailored to the business and individual requirements.
  • In specie distribution – this is useful when there is a need to consolidate businesses by swapping shares around.

SUCCESSION PLANNING

Succession planning must be all encompassing and cover options that achieve the best result for value and timeliness.

We provide the following succession planning services;

  • Shareholder protection – this relates to creating a gradual process so the value of the owner’s shares are retailed during the succession process and gradually reduced as succession commences.
  • Estate planning – a Will is not the be all and end all. It is important to create a plan that distributes your estate upon your death to make sure the value of your estate is retained and distributed as you wished.
  • Divorce advice – this is a valuable consideration for restructuring purposes.
  • Wealth planning – you have to build wealth over time on a model that ties in with owner aspirations and capabilities. This requires planning and re-assessing over time.
  • Wills – we advise clients about the importance of preparing a Will and appointing Enduring Powers of Attorney and Executors.
  • Life assurance – to ensure owners can continue running their business in all circumstances Life Insurance is an important consideration, including death and trauma cover.
  • Risk management – we work with clients to create Risk Management plans and we ensure these plans are continually revised as circumstances change.

HELP AND ADVICE IN TIMES OF TROUBLE

We all hope bad things won’t happen however the nature of life is that they can and do happen. We are available to clients for advice when those unexpected things occur, to reduce stress and identify and clear path forward. This includes but is not limited to advice about;

  • Damages, claims & economic loss
  • Litigation support, fraud & forensic accounting
  • Workers compensation issues
  • Redundancies
  • Insurance

Contact us today for a friendly no obligation chat.

ABOUT US

CVW Group is a personal, well experienced accounting firm, based in the commercial heart of Perth specialising in small to medium businesses.

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OUR SERVICES

Let CVW Accounting keep you on top of all your financial reporting, obligations and taxation requirements.

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