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.
Find out why we recommend that our clients get serious about understanding their workforce based on the numbers. The businesses who do so will taste sweet success.
Pricing strategy that drives profit
Read how OBT’s Business Solutions team can help ensure your pricing strategy will support your business, irrespective of whether you are prioritising new customer acquisition, revenue growth, profit growth, entering new markets or market share growth.
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.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
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.
When did you last increase your prices?
We stress how pricing is a critical component of a profitable business and the numbers to track while improving profitability.
Will you be comfortable with comfortable
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
Tracking sales and revenue
Learn how to track sales opportunities so you can predict new revenue that may come into your business.
The private equity opportunity
The private equity universe is vast, differentiated by types of companies, investment strategies, and implementation options. Private investment vehicles differ markedly across these variables and, as with listed equity vehicles, it makes good sense to have more than one in your portfolio.
Stay close to your numbers
Find out how having a better understanding of your numbers helps you to make better business decisions.
