Create More Wealth

business and estate planning


Business, Estate & Wealth Planning
If you are looking at starting up or purchasing a business, you need the right advice.

Not only do we offer a full suite of services in relation to new businesses such as due diligence procedures, business valuations, structure setup advice and business and cash flow planning, but we also assist our clients with established businesses in relation to estate planning and wealth planning strategies.

Business Structure Setups & Reviews

If you are about to commence a business or are expanding or growing an existing one, then you need to ensure that you are structured appropriately.

It is absolutely critical that a structure is tailored to each individual clients specific needs. Not only do we consider the most tax effective structure for our clients taking into account not only their current plans but also most importantly their future plans, but the ever important issue of asset protection needs to be considered, and in this respect, not just business assets but personal ones too.

We can assist you with all aspects of establishing a new business including advising you on the most suitable structure for your particular circumstances, preparing a business plan, preparing budgets and cash flow forecasts, or even just simply being a sounding board for ideas.

If you are looking at expanding or growing a business we can assist you with making the right decisions in this regard to ensure that you are protected and that you maximise the returns that comes from this growth.

Business Valuation and Due Diligence Procedures

We have extensive experience in valuing businesses and offer an all encompassing service to our clients should they be considering acquiring a business and wish to justify the purchase price or should they be considering selling and wish to determine an appropriate value.

We can also assist with valuing a business as part of a restructure. Our valuation reports are prepared to the standard required by the Office of State Revenue to ensure that the value attributable to a business or assets being transferred is justifiable and commensurate to market.

We have extensive experience in respect of due diligence and business sale matters. If you are considering purchasing a business we can assist you with due diligence procedures to see if the business stacks up, so that you can make an informed decision.

We have assisted clients with all aspects of selling their businesses also including preparing Information Memorandums and listing their businesses for sale either privately or with brokers. We can tailor a package in this regard that suits your needs.

Estate Planning & Succession Planning

We work closely with a team of specialist professionals who can assist our clients with all aspects of estate and succession planning.

It is imperative that your hard earned assets are protected from unforeseen events and we can work with you to ensure this happens. Tax considerations also need to be carefully thought through and it’s critical therefore that we work closely with lawyers and other professionals to ensure that your overall objectives are achieved.

We are also able to offer our clients a full suite of advice and services in respect of succession planning. This is an all too often common problem that is forgotten about until it is too late, but is just as important as estate planning.





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© Dyal & Associates 2012