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Buying a Business

Most people go into business for themselves with the hope of making more money than they did beforehand, to enjoy a better lifestyle, and ultimately a better retirement when that time comes.

If you are considering purchasing a business, we have the experience and expertise you need. We ask the right questions  and find the necessary answers.

Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth being investigated?

It is important to remember that buying a business does not happen over night as there is a process that we must follow. The size and type of business will dictate the level of detail required in each step of the investigative and purchasing process, but essentially each step is the same.  It is our role to advise you on these steps and to help you through these steps as seamlessly as possible.

The services we provide incorporate every stage of the process from identifying potential acquisitions through to the negotiations of the commercial elements of the transaction.  These include;

  • a review of your goals and objectives
  • preparation of financial forecasts
  • assistance with purchase negotiations
  • advice regarding financing
  • advice regarding employees (wage structures, Super etc)
  • assistance with preparation of a business plan
  • advice regarding the appropriate taxation structure
  • registration for GST, ABN, TFN, Work Cover PAYG Withholding etc
  • registration of a business name with OCBA
  • advice regarding insurances – public liability, professional indemnity and risk
  • provision of bookkeeping and GST/BAS preparation services

At Finlay Financial Strategies, we are also Registered Conveyancers and are licenced to handle the legal aspects of the purchase process.

Click here for "Buying A Business - Due Diligence Action Checklist"

We welcome you to contact us to discuss your requirements.