Ancillary Services
Mergers & Acquisitions
Wanting to sell your Firm as part of your succession plan? You've set up your firm now so that you can buy another firm? Or, do you want to merge with another firm as part of your growth strategy? Our M&A affiliation can support you through every step of the process.
Business & Asset Protection Insurance
Having the right insurance in place for your Firm will help you safeguard your ongoing income, assets and potential "business interruption" circumstances. Why not have one of our brokers meet you and discuss the most appropriate cover for you and your Firm.
Contracts & Law
Have you got the right shareholders or unitholders agreement in place? Are you considering an acquisition? Do you need to settle a Partner dispute? Or, do you simply need a contract reviewed? Our legal team has experience working with Sole Principal and Partners to help them get the results they need.
Banking & Finance Solutions
Whether your Firm requires finance to purchase another firm, property or equipment, our experienced panel of Lenders will provide the one on one contact you deserve and do what they can to help you obtain the most appropriate finance for your firm as quickly and efficiently as possible.
Marketing & Branding
Website, social media, marketing, branding, logos, Firm name. Whether you need to develop a whole new strategy or improve your Firm's image in the market, our expert team will guide you along the way and develop a plan to move you forward.
Wealth Planning
If you need a Partner or JV arrangement with a Wealth Planner or want to refer your clients to a reliable and trustworthy one, why not organise a discussion with one of our Panel of Wealth Planners?
Insolvency & Reconstruction
No client of your Firm likes to talk about how bad business is going. When faced with a difficult situation, your client needs to understand the options available so that appropriate decisions can be made that will minimise the harm to everyone involved. Why not have you and your client sit down with one of our panel of experts to discuss the best approach.
SMSF administration & compliance
Don't have the expertise or resources to complete your client's SMSF administration and compliance and yet you want to maintain a strong relationship with them? We understand the importance of your client relationships, which is why our team has the trusted relationship with your Firm. Call us today to find out more on how we can help.
Import / Export arrangements
Does your client require advice or expertise in the import and export of commodities? Or are they looking for the right buyer or supplier overseas? Contact us to organise a complementary discussion and see how we can help you.
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