Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
Staff and succession case study: manufacturing business Background We recently advised a manufacturing business planning to reward employees with bonuses and successors with shares in the business. The four directors believed their business to be an employer of choice and had been discussing employee bonuses and… Read More >>
OBT feature business Kidz Equipment, Mt Sylvia
Back before the internet, David and Barbara went searching for a business to buy. When they found one in Gatton, Queensland, that sealed the deal and they moved from Sydney to the Lockyer Valley and the rest, as they say, is history.
Planning for retirement as a business owner?
As a small business owner it is important to have a retirement plan in place well before deciding to retire. This is because, in most cases, your major asset is your business. Planning ahead will ensure you have sufficient funds to maintain your lifestyle in… Read More >>
CASE STUDY Business value gap – live cheap or die young?
We advised a client “David” (53), owner/operator of a successful business providing professional services to the building and construction industry. David had started thinking about retiring and believed all it would take is not getting out of bed to go to work. Until he spoke… Read More >>
Can you afford to sell your business?
A ‘Business Value Gap’ is the difference between the value of your business today and what you need it to be at time of sale. A shortfall can have a significant impact on your retirement plans and may force you to reassess your desired standard… Read More >>
Back to basics natural approach for future business sale strategy
Back to basics natural approach for future business sale strategy. Just as Anita Lyne makes it her business to nourish Gatton, Queensland with good food and wellbeing, so does OBT Financial Group make it theirs to ensure Anita’s business has all the right ingredients to run well.
Really looking hard at your cost structure?
As boring as it may sound, your ability to analyse and control cost structures as a business owner will prove to be a valuable resource when preparing your business for sale. By analysing the cost of providing a service or producing a product enables you to identify under-performing… Read More >>
Is your business READY for sale?
Sellers beware! When selling a house, real estate agents will always advise that a little preparation and planning will assist in achieving your desired sale price. Making sure that the gardens are tidy, the interior is clean and pest treatments are up to date are all simple matters that… Read More >>
10 things that will affect your future #3
Business Succession and Your Customers A key concern that is sometimes overlooked when considering succession is the impact that the change in ownership will have on customers. Addressing the concerns of your customers is critical to ensure that they are confident with the new business owner/s.
10 things that will affect your future #2
Life Balance “While you were working, your children grew up and moved out”. To ensure that this comical phrase doesn’t apply to you, the importance of a “Work Life Balance” is vital. It is also an issue that will become increasingly important to “Gen Y” employees seeking… Read More >>
