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.
In times of change, challenge, and opportunity, a clear vision can be exactly the tonic a business needs to distinguish itself and achieve success. We consider some examples of vision statements.
Managing (and Getting Help) Through a Business Crisis
Recent global events are testing the mettle of even the most experienced leaders. What skills are necessary in this time of uncertainty? What leadership traits will help steer a business through the multitude of challenges and threats? Read on for leadership ideas which can be applied in your business.
Investment strategies for your super
Read how being actively involved in how and where your super is invested, could make a real difference to your retirement savings over the long-term.
What are your revenue goals?
Setting goals is key to success but some people find it intimidating and don’t know where to start. This article includes a 6-point guide on goal setting to help you focus and specify goals. This will lead to astute business planning and will bring clarity to the year ahead. It’s never too late to set goals!
Transition to retirement
Read why the decisions made during your ‘transition to retirement’ are life changing and how OBT’s Financial Planning team can help.
How to increase your existing customer base
Growing your business means more cash for you now plus a higher sale price in the future when you decide to eventually sell your business. This article covers how you can increase your customer base by focusing on your existing customers.
Management Buyout
Most businesses experience significant events such as acquisition, merger, liquidation, IPO, etc. A Management Buy-out (MBO) can be attractive to buyers and sellers who know each other well before the transaction. There are risks and careful planning is required. Our article explores these issues and why having a competent advisor is important.
Are you an investor or a speculator?
Many investors use a consistent, long-term strategy to build a more secure financial future through steady purchases of well-diversified investments. Most people would probably say they are investors, but the question is not so easily answered.
Understanding the RIGHT things to do in a business
Understanding the RIGHT things to do in a business is of critical importance. Business solutions from our team can help prioritise where you should allocate your time for the biggest impact.
FY20 business planning
This article reminds us of the importance of planning
and describes a simple process for arriving at a robust plan
which will get you closer to your business goals.
