Business Planning and Succession

Business Planning

As strategic business thinkers, Crosby Dalwood (now Count Adelaide) can develop an action plan for small to medium enterprises and family business to support growth and success.

We work with you to understand your business and priorities and align them to a strategy focused on improving performance, profitability and accelerating growth.

From start-ups to mature privately-owned companies, we are committed to being with you at every stage of business.

We can help with:

  • Start-up advice on how to structure your business
  • Restructuring existing businesses
  • Business purchase and sale
  • Mergers and acquisitions
  • Business loans
  • Insurance cover Retirement and estate planning

Family business

We know from experience that a family business has unique needs. Our team of accountants and advisers is dedicated to providing specialised, comprehensive business planning solutions for family business clients which will support and protect your financial and personal needs.

Succession Planning

Having a sound succession plan can add future value to your business, provide a seamless transition to the next owners and protect your wealth.

In crafting a tailored succession plan, you can protect your business assets, consider retirement and estate planning issues and have all potential tax implications covered.

Transferring control of your business to new owners may mean revising the structure. Working with you to establish the best possible succession plan, we will assist the next generation to take on a long-term, sustainable business.