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.
What crowdfunding means for the wealth industry Many family-owned businesses across Australia are not pre-IPO candidates nor are they willing to hand over management to venture capital or private equity firms. In the absence of any obvious transition to their children or other family members… Read More >>
Crowd Sourced Funding Equity Raising
Crowd Sourced Funding launches 19 October 2018 Crowd Sourced Funding Equity Raising for small proprietary companies is now available in Australia without requiring a proprietary company to convert to an unlisted public company. The UK, Europe, USA, Canada and New Zealand have been allowing their… Read More >>
Planning for the Future Success of Your Business
Building your legacy How to redesign your business life Business lifestyle involves balancing work with other priorities in life, developing a culture that warrants engagement and productivity as well as developing the direction for lifelong business success. While you may have a strong lifestyle currently established,… Read More >>
FEATURE BUSINESS Soiltech Testing Services
From the time Graeme Sheppard bought Soiltech Testing Services, he built a successful business with a renowned reputation and made sure his future planning had an exit strategy that included son Paul. Read how OBT were able to help with the succession from dad to son.
Buy/sell agreement to cover your business
What would happen to your business if you or your business partner passed away? If you passed away tomorrow, would your family want to take over your role in the business? What about if you become totally and permanently disabled and can never work again,… Read More >>
QRAA Farm succession grants
QRAA Farm succession grants can help primary producers and their relatives offset the costs of succession planning. Rebates are available of up to $2,500 each year for professional advice related to family farm transfers. Eligible advice includes that received from solicitors, accountants, financial advisors and… Read More >>
Every business needs a succession strategy
Do you know that succession or exit planning has been identified by small/medium enterprise operators as one of the key issues for business success, in various surveys over the last 15 years? OBT has developed a full product package on succession or exit strategies, to… Read More >>
Why you need more than just a tax accountant
Each end of financial year (EOFY) is a busy time for businesses and accountants alike. Apart from balancing books and lodging a tax return, astute business owners should use the time around 30 June to review performance and plan ahead for the new financial year…. Read More >>
Succession planning is not an event, it is a process
The process involves the transfer of managerial control, assets, ownership and an occupation. Successors must be selected and groomed. The timing of the transition and managing the entry and exit of family members is one part of the process. Estate planning and the preservation of… Read More >>
What is succession planning?
Succession is often viewed as ‘who gets what and when’. This is but one small part of the succession process. Effective succession planning does actually involve a journey or a process rather than simply sitting down and writing a plan. Often the plan itself is really… Read More >>
