ExpertiseI'm a...I'm a Family Owned Business

Services for Family Owned Businesses

 

Whether you plan to keep the business in the family or sell up, your business must look to the future. Not only do family owned and operated businesses face the same regular day to day issues as other businesses, they must also deal with a specific host of complicated and often emotional family concerns.

 

In today’s competitive marketplace, relationships play a major role in choosing your business advisor. Family business owners need to feel confident in the technical capabilities of their advisors, but even more importantly, must enjoy working with them and trust their advisors with sensitive information.

 

William Buck understands these issues; all of our professionals work closely with our clients to develop trust and understanding.

 

We assist family owned businesses with a number of services including: 

 

— Personal and company tax affairs

— Strategic planning 

— Superannuation advice 

— Wealth creation outside the business 

— Succession planning and retirement and estate planning 

— Performance appraisals of family members 

— Construction and compilation of boards including the selection and management of non-family executives 

— Corporate secretarial services and corporate governance advice 

— Business structuring and asset protection strategies 

— Business sales and acquisitions 

— Business valuations 

— Financing reviews 

— Insurances including key man insurance 

— Assurance and risk management advice 

— Specialist tax advice

  

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Services for Family Owned Businesses

 

Whether you plan to keep the business in the family or sell up, your business must look to the future. Not only do family owned and operated businesses face the same regular day to day issues as other businesses, they must also deal with a specific host of complicated and often emotional family concerns.

 

In today’s competitive marketplace, relationships play a major role in choosing your business advisor. Family business owners need to feel confident in the technical capabilities of their advisors, but even more importantly, must enjoy working with them and trust their advisors with sensitive information.

 

William Buck understands these issues; all of our professionals work closely with our clients to develop trust and understanding.

 

We assist family owned businesses with a number of services including: 

 

— Personal and company tax affairs

— Strategic planning 

— Superannuation advice 

— Wealth creation outside the business 

— Succession planning and retirement and estate planning 

— Performance appraisals of family members 

— Construction and compilation of boards including the selection and management of non-family executives 

— Corporate secretarial services and corporate governance advice 

— Business structuring and asset protection strategies 

— Business sales and acquisitions 

— Business valuations 

— Financing reviews 

— Insurances including key man insurance 

— Assurance and risk management advice 

— Specialist tax advice

  

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