Business Advisory
The rapidly changing commercial and legislative landscape can present unique challenges for business. DFK Benjamin King Money works closely with our clients to identify your specific needs, goals, and challenges. We give recommendations on the best way forward for the business with careful consideration.
Whether it’s managing growth, meeting everyday compliance requirements, or undertaking a major transaction, we provide expert advice to help businesses maximise success. We have expertise in the SME market and family-owned businesses. With often complex ownership and management structures, many SMEs and family-owned businesses deal with a mix of personal and business issues. Failing to recognise, understand and respond to these issues can make it difficult for the business itself to succeed and grow.
We help clients ensure the growth and survival of their business through the following
Advice on changes and transitions
Asset protection issues
Budgeting and cash flow forecasting
Conflict resolutions
Succession planning
All businesses go through periods of transition. Uncertainty and anxiety are common when it comes to making tough decisions fundamentally affecting the future. We help clients answer questions such as:
- What is my exit strategy?
- What if my departure is not a voluntary decision but an involuntary one?
- How do I unlock the equity in my business?
- Do I need to revise my will?
Our Business Advisory services include
- Management accounting and analysis
- Budgeting and cash flow forecasting
- Restructuring and asset protection
- Refinancing and capital raising
- Wealth creation strategies
- Business performance and benchmarking
- Mergers and acquisitions
- Accounting and taxation compliance
- Strategic business advice
- Estate planning
- Corporate affairs matters
- Bookkeeping for small/medium businesses
Additional assistance is offered with
- Establishment of discretionary or unit trusts
- Company incorporations
- Amendments to trust deeds for change of trustees or other details
- Organising superannuation fund deeds
Other Services
ACCOUNTING
AUDIT AND ASSURANCE
BUSINESS ADVISORY
BUSINESS VALUATION
CORPORATE ADVISORY
FAMILY OFFICE
FINANCIAL PLANNING
SMSF
TAXATION
VIRTUAL CFO