Financial reviews. Looking at historical financial performance and providing feedback. What your bank will be looking at and more.
Budgets and cashflows. Assistance in the preparation of these, monthly monitoring etc working with your chosen provider (eg Cashmanager).
Business Plans. The rural finance market is changing and banks are requiring more information. Bryan helps prepare this and if required, joins you in meetings with your bank.
Succession. Unique to every family/business. We will work through this with a tailored plan for your business, facilitation with all parties including accountants, solicitors and bankers.
Property transactions. Bryan can assist you in taking the emotion out of these transactions, another pair of eyes to assess the proposal – be it buying or selling. Budgets, cashflows etc and if required, negotiation expertise for the transaction.
Equity partnerships. Preparing you to sell your-self, identifying your strengths and working to find partners & properties. Facilitating meetings, connecting like-minded people and capital.
Leases. Working through agreements and negotiations. Property reports and monitoring.