business advisory

Sound advice for your business

The rapidly changing commercial and legislative landscape can present unique challenges for business. DFK Benjamin King Money works closely with clients to identify their specific needs, goals and challenges. After careful consideration, we give recommendations on the best way forward for the business.

Expert advice

Whether it’s managing growth, meeting everyday compliance requirements, or undertaking a major transaction, we provide expert advice to help businesses maximise success.

The SME market and family-owned businesses

We have particular 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 areas such as:

  • 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?

Business advisory services

  • 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.

We also help with:

  • Establishment of discretionary or unit trusts
  • Company incorporations
  • Amendments to trust deeds for change of trustees or other details
  • Organising superannuation fund deeds.

> Need some advice? Contact us now