Morgans South Yarra Family Office

181 Toorak Road, SOUTH YARRA, VIC 3141, Australia

Contact: Neil Sutcliffe
/ Email: neil.sutcliffe@morgans.com.au
/ Phone: 03 8762 1401

VALUE IMPROVEMENT FOR BUSINESS OWNERS
 

THE BUSINESS OWNER ENVIRONMENT: Owners would not only like their business to survive but to grow and thrive.  Increasingly, they are seeking our help to improve their performance and develop plans for the future and overcome some common challenges:

 

Demographic Shift - Business Value Gap / Net Worth Position / No Exit Strategy / Staff - Attract, Retain and Motivate.


VALUE IMPROVEMENT BENCHMARKING ADVICE: We guide business owners through our proven strategic process so that they gain an understanding of their business value and methods to improve it. During this process, we assess the current gap between the owners' retirement objectives and their business value, such that risks can be reduced, value enhanced and a successful transition can be made in time for the proposed exit date. A Business Life Plan can be prepared, potentially involving current owners and future owners, so that these goals and timelines are jointly agreed upon and clearly documented.


OUR INTEGRATED BUSINESS OWNERS SERVICE: With a Business Life Plan in place, achieving your optimal outcome requires a collaborative approach, involving you and your key stakeholders over a number of years. Our Business Ownership Service has been crafted with this in mind, providing an integrated, multi-disciplinary approach with includes:


Business Life Planning / Shareholder protection advice and execution / Family business governance advice / Board of Advice service / CGT Small Business Concessions strategies / Next generation family business and wealth education / Transition, Exit and Sale strategies and execution.

 

CAPABILITIES

Stockbroking, Investment Services, Financial Planning, Fixed Interest, Margin Lending, Wealth Management. Self Managed Superannuation Funds, Superannuation, Wealth Protection, Corporate Finance, Current Investment Opportunities. Portfolio Management