Complimentary Business Review Meeting
We’re here to make a real difference to our clients…
Delivering a high-quality, efficient compliance service is just a part of that. Helping you to develop, improve and grow your business is the next step.
As a potential valued client, we are offering you a Complimentary Business Review (CBR).
A CBR stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you can respond effectively.
It's also an opportunity for our team to identify greater tax efficiencies and asset protection.
A CBR meeting is an ideal opportunity for you to meet with us on a no charge, no obligation basis to discuss any of the following:
- Your goals for your business and how you plan to achieve them.
- How your business goals tie in with your personal and lifestyle goals.
- Issues and challenges you are facing in your business e.g. growth, profitability, cashflow, a planned exit from or sale of your business.
- How you can work with us to address these issues and plans.
Keen to improve your business performance, financial results and minimise any risk in your investments? Book a CBR now.
At your CBR meeting we’ll review your current situation at no cost.
It is an opportunity to check to be sure that you are receiving all the assistance that you need. The benefits:
- Set SMART goals and gain clarity about actions you’ll take to achieve them
- Stimulate strategic discussion affecting your future direction
- Gain access to our collective wisdom
- Potentially identify greater tax efficiencies
- Identify burning issues, opportunities and challenges to respond effectively
- Understand and manage your business better
- Identify areas where we can assist you to unlock further potential
The CBR Process
You’ll have a free 60-minute consultation with a partner in the firm.
We’ll send you a copy of the meeting minutes and document all agreed actions
If required we will also prepare a proposal for you with upfront prices of our services for any additional support work.
