Build your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.
Commonly, business owners delay succession planning until options narrow and business risk increases.
How to maximise the value of your business
What would happen to your business if you suddenly had to step away? Many owners delay succession planning until options, value and control have already started slipping away.
Reduce Business Dependence on You
Reducing owner dependence is about creating a business that works for you — not the other way around.
Smoother, smarter, more successful business sales
If you’re a business owner thinking about retirement or your next chapter, selling your business might be on your radar. But who do you turn to when it’s time to make the move?
Planning for Business Succession now
Succession planning is both a strategic and human process. With the right preparation, you can ensure your business keeps thriving while you step into your next chapter, on your terms.
Goal setting
It can take time to get clear on goals but the business benefits of goal setting can be substantial.
It’s our business to know your business
A team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death is vital to the success of small business.
Getting the Most from Your Financial Statements
What Best Practices should you follow when conducting a Financial Review to ensure your decision-making is based on a thorough understanding of your business?
Setting Goals and Seizing Opportunities in 2021
We look at what goal setting in 2021 means for different businesses in these interesting times.
Succession Planning and Making an Early Start
As accountants, we like our clients to think ahead… even on a 3 to 10-year timeframe. A major part of this is Succession Planning. Where Succession Planning is concerned, clarity brings opportunity… and the risks of “getting it wrong” can be significant.
