Operating a small or medium sized business is one of the most rewarding and challenging career paths available. As a business owner you must juggle your time and resources to maximise the potential of your business. During the hectic schedule, many business owners forget that the purpose of being in business is to generate wealth for them and their family.
With years of experience in operating and advising small and medium businesses, the team at Merideon understand your situation and are here to help you address the ever changing needs of your business during the various stages of your business cycle. We develop strategies to help turn your hard work into lasting wealth for you and your family. We will form a close team with your accountant, solicitor and other adviser’s to ensure you have a suitable financial plan aligned with your business and personal goals.
Some of the areas where we can help your business include:
Business succession planning: advice on succession planning to ensure a smooth transition and protect you and your business financially in the event of one of the partners leaving the business.
Business protection & risk management: developing a risk management strategy for your business to minimise the financial impact of unexpected events such as the death or disability of an owner or key employee.
Sale of Business tax planning: working closely with you and your accountant on the sale of a business to find the best strategy to maximise the return on your hard work.
Employee Superannuation plans & benefits: we can help take the hassle out of providing your employee superannuation plans and help develop benefits to help with staff retention and satisfaction.
Business & Owner Investment Planning: the goal of operating a successful business is to generate profits. Whilst you work hard on improving your profits, Merideon will ensure those profits are working hard for you through a tax effective investment plan.
If you would like more information on our business solutions or would like to discuss how we can help you achieve your financial goals simply call 08 9583 5299 or complete our enquiry form.