Business partner exit planning (buy-sell agreement)

Run and manage your business Business partner exit planning (buy-sell agreement) Protect your business from the unexpected exit of a co-owner before it becomes a crisis. Every business with more than one owner will eventually face the challenge of a partner needing to exit. Death, disability, divorce, disagreement or simply a change in direction can […]

Why every business needs a buy-sell agreement

There is a lot of upside to being in business with someone else – companionship, shared risk and access to complementary skills and greater resources, to name a few.  However, if you have a partner or co-owner, it is important to protect yourself against the unexpected – what we call the ‘Seven Ds’: Death, Disability, […]

Is your dental practice in need of a brush and floss?

We have a lot of dentist clients who have downed tools during the Level 3 restrictions. One thing they have in common is that they’re making lemonade out of lemons and getting their practices ‘shipshape’ for when the restrictions are downgraded back to Level 1 or 2. If this sounds like you, read on!

Will I ever realise the value in my business?

If you’re like me you pour your life and soul into building your business. But when did you last stop and ask yourself, ‘What for?’ If, like me, being in control of your financial destiny is important to you, then it’s important to make sure that the value of your business is protected if something unexpected happens.

What is ‘Business Succession’?

You spend most of your time working in your business. But how much time have you recently spent thinking about how to protect the wealth that you are building in your business, or how to realise and pass this wealth on?