27 Grange Road, Cheltenham, Victoria, Australia, 3192

Assisting Clients to Prosper

Have you thought about Succession Planning?

Succession planning is all about getting your assets, ownership and & liabilities in order.

You don't want to leave a huge headache for your family . Do you?

A business owner can leave behind serious hassles not only for his or her family, but for business partners, employees, customers, and even the poor Accountant.

Not thinking about it; thinking "it won't happen to me…. Not yet anyway", or "I'm young, I've got plenty of time yet!" will not prevent problems from occurring.

We hope you are right, but for those who are not

Consider if Ben Franklin was right? "In this world nothing can be said to be certain, except death and taxes."

Whilst you are taking care of every other aspect of your life and business, don't overlook this very serious topic of sorting out your Estate and any Succession Planning.

Business Succession is not only about death!

What about building a business that is capable of being sold, when you want, if you want and possibly even before you die.

Doesn't this stimulate some extra discussion? Don't put this off. Sort it out now and review it later. (In fact every year or two)

Who would you want to see take the reins and who do you think should benefit from your lifetime's work?

Do you need to talk to us?

To find out more simply call us on 95809866







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Comments from our clients

  • "Hi Ross, I just thought that I should tell you that Monty has been helping me with a problem I had with Gracott over the past few months. In this time, his help has been well above what would normally be considered normal for an accountant's role. I have been very grateful for his assistance. …… I thought I should pass this on to you personally."
    - Jill Miglietti, Bervic Engineering Co Pty Ltd
  • "Thanks for the business valuation I am very happy as was my Solicitor with this, the valuation was quite detailed and you went into great detail showing the different methods used in calculating the value also supplying figures to substantiate your calculations. Great work thanks."
    - Jon Everitt, Signarama Moorabbin
  • "It is refreshing to see that your understanding of property transactions and your proactive approach goes much further in depth compared to an average accountancy practice. My recommendation to our clients to seek your expert advice would be without hesitation and encouraged!"
    - Michael Libman, Director (Licensed Estate Agent) Property Choice Pty Ltd
  • "The Planning Session: The process was very good in assisting us to clarify our personal and business goals and objectives. In our case, with each of us running separate businesses, it was particularly helpful in highlighting the directions we were both heading, and where simplification could be applied to create more efficient management..."
    - Kevin Ezard Aquarian Developments (Aust) Pty Ltd - Marketing and Consulting
  • "Many thanks for your work this year. A friendly and efficient company. Our contact with you over the many years of our association has been a pleasure and we look forward to continuing this in the future."
    - Linda and Ray Eades - Carpentry Business and Super Fund
  • "Thank you very much for your help to me and Damian recently. The matter discussed has now been concluded. We feel very fortunate to have you not only as our account but also as our trusted friend."
    - Veronique Moloney – Long standing client

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