Client Resources

Due Dilligence Action Checklist

Buying a business requires careful consideration of various choices. A business can be purchased either through purchasing the business's assets or through purchasing the shares in the company or interests in the trust.

This checklist highlights common areas that must be considered when buying a business.

Selling your Business

Selling your business can be stressful. If you don't feel confident in your ability to conduct the negotiations yourself, we recommend that you use the services of a professional advisor who will help achieve the best possible price and can structure the transaction to your advantage.

This resource discusses some ideas for preparing for the sale of your business.

Your Business Health Checklist

In operating any business, there are important prerequisites that are vital to the wellbeing of the business. The following checklist provides prompts for you to analyse your business and its success by focusing on some of these prerequisites.

We would be pleased to assist you in ensuring your business is on the right path to prosperity.

End-of-year tax information Checklist

If it's that time of the year again when you need to start gathering together your accounting and tax information for the end of the financial year, set out in this resource is a list of items that will assist you with this process, and remind you of some of your tax obligations.

If you have any questions, we would be glad for you to contact us for assistance.