Business Services 

At Summit Financial Advisors we are able to provide you with specialist advice in the following areas:

  • Business Plans
  • Strategic Planning
  • Profit Budgets and Projections
  • Management Advice
  • Marketing Advice
  • Analysis and Monitoring
  • Standards and Procedures Manuals
  • Business Valuations
  • Buying and Selling Businesses

Do you want to grow your business and increase your profits?

We can help! 

  • Ideas to grow your business and generate more profits
  • Strategic planning to keep your business ahead of the rest
  • Advice on tax effective ways to purchase cars and other equipment including competitive lease and hire purchase quotes

Do you want less headaches with your business management?

We can help!

  • Preparation of monthly accounts
  • Preparation and lodgement of Business Activity Statements (BAS)
  • Preparation and lodgement of all necessary taxation and employment registrations
  • Advice on, and assistance with, setting up your record keeping system
  • Ensuring all your compliance obligations are up to date with the State Revenue Office, Australian Securities and Investments Commission, Australian Taxation Office and Insurance and Superannuation Commission

Do you need advice on starting up, buying or selling your business?

We'll help you Start Up:

  • Advice on how you should structure your business – sole trader, partnership, company, inside a trust
  • Advice on systems – what software to use

We'll help you Buy the Best:

  • Preparation of finance applications
  • Financial analysis of the business to be purchased
  • Assistance with budgeting and cash flow planning
  • Advice on financing the business and sourcing finance
  • Matters to consider when purchasing a business

We'll help you Sell it Right!

  • The best way to present your business for sale
  • Advice on how to minimise capital gains tax on your sale proceeds
  • How to invest your sale proceeds tax effectively to secure your financial future

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