Whitehawk help get the best out of you and your business.

• Profit Improvement

  Improved profits generate cash. Cash funds growth and creates value over time. Better margins and cashflow allow you to finance your existing lifestyle and realise a higher value for the business when you exit.

  Our Health Check assesses the health and hygiene of your business, highlighting areas of risk and providing recommendations for improvement. Importantly our review focusses on the value drivers in your business and aims to deliver answers to the questions that tend to keep you, the owner, awake at night.

  We work with you to improve your margins and implement cash management strategies to maximise the return on your investment.

• Wealth Extraction and Preservation

  Too many times the business becomes the “superannuation fund” for business owners.

  You have invested time and money into your business to create wealth for you and your family. It is, therefore, important to ensure that you can extract that wealth from your business in the most efficient manner possible, and to protect and preserve that wealth for future generations.

  It is also important to consider your business and investment structure and the means by which you intend to pass your wealth to your beneficiaries. Issues to consider include Taxation, Asset Protection, and Estate Planning.

  Whitehawk Advisors works with you to develop and implement a clear strategy that will allow you to cost effectively extract the wealth from your business, protect it from third party risks, and accumulate the wealth for your family.

• Taxation

  An important part of managing your business is to ensure that the appropriate amount of tax is paid and that tax risks are mitigated. Given the complexity of our tax system clarity and certainty in relation to your exposure to the myriad of business taxes, and the quantum and timing of payment, is critical to decisions as to how you manage your business and your cashflow.

  We provide tax advice in relation to restructuring, business acquisitions and sales, international expansion, owner and employee remuneration and equity plans, and annual and ongoing tax planning.

• Strategic Planning

  “Where do I want the business to be in 5 years?”
  “How do I get there?”
  “How can I increase profitability and create value?”

  A clearly defined and well articulated Strategic Plan is critical to the success of your business. It identifies your goals and sets a clear and measurable path to achieving them.

  The Strategic Planning process also allows you to engage key stakeholder in your business – your family, your employees, financiers and investors.

  At Whitehawk Advisors we will work with you to develop a simple Strategic Plan that is easy to communicate. We can then help you implement the plan and realise your goals.

• Succession Planning

  The decision to retain or sell your business affects you, your business partners, your family, your employees, customers and suppliers.

  “If you were to exit who would be the likely buyer?”
  “Is there a market for the business?”
  “When is the right time to exit?”
  “How can you maximise the price?”

  Whilst you may have a vision to ultimately sell your businesses you may not have adequately considered the required steps to make the vision a reality. Even if you never plan on retiring you will need to perform some planning to ensure that the intrinsic value in the business is maximised to provide a secure financial future for you and for heirs.

  Planning for succession maximises your chances of an exit with the greatest return.

  Whitehawk Advisors can assist you during this emotionally challenging time by helping you identify the available options for your succession. We will help you implement the best plan to meet both your personal and business goals.

• Business Owner Coaching and Mentoring

  Owning and running a  business can be lonely sometimes. Regardless of your management structure you are ultimately responsible, but who helps you:

  “Make the big decisions?”
  “Who is your sounding board?”

  We are there to listen to you and help you work through the tough decisions in your business. We bring years of experience and learning from businesses similar, and not so similar, to yours.  We provide independent advice to support you in running your business  and,  ultimately,  achieving your personal  financial goals.

  We can assist you in your business by providing one-on-one coaching or by acting as an advisor to your Board.

  Our role, at Whitehawk Advisors, is to help you to get the best out of you and your business.

• Business Health Check

  Our Business Health Checks are designed to specifically meet the needs of Private Businesses and their Owners.

  The Business Health Check is designed to provide you comfort regarding the health and hygiene of your business. It not only delivers a report card on compliance with financial and taxation obligations, it also considers some of those issues that tend to keep you, the owner, awake at night.

  The Business Health Check identifies the issues of concern in your business early and gives you the ability to act before they become serious problems. Questions a Health Check will address include:

  • is your business structure optimal, taking into account your goals?
  • is your personal investment/asset holding structure appropriate?
  • how are you tracking in relation to your business and personal goals?
  • is your business profitable and how does it measure against other businesses in the industry?
  • are you running your business efficiently?
  • are you meeting all of your compliance obligations in relation to tax and payroll issues?
  • are your business systems working efficiently and is there risk of fraud or theft?
  • are you meeting your financing covenants?

  The extent of the Health Check is determined by your needs and what concerns you.

• Structural Health Checks

  Our Structural Health Checks are designed for Business Owners and High Net Worth Individuals to help them grow and protect their wealth over time.

  The Structural Health Check identifies issues of concern early and gives you the ability to act before they become serious problems

  Questions a Health Check will address are:

  • is your business structure optimal, taking into account your goals?
  • does your business structure take into account growth strategies?
  • does your business structure allow to you tax tax efficiently extract wealth?
  • is your personal investment/asset holding structure appropriate?
  • are your assets properly protected?
  • are you using your structure to the best of its potential?
  • are there tax risks associated with your structure?
  • are there tax efficiency that are being overlooked?
  • is your investment structure appropriate for long term wealth accumulation wealth accumulation for your family?
  • how does your structure fit with your estate plan estate plan?

   

  The extent of the Structural Health Check is determined by your needs and what concerns you.

Contact Whitehawk Advisors today, to help you to get the best out of you and your business.