Helping you run your business better, from start to finish

You're more than just a client to us: we take pride in building constructive personal relationships with our clients. We take a proactive approach helping you prevent new problems or solve your current issues.

What makes our business services especially useful to you is the way we've set them up to be effectively customised to suit your specific needs at each stage your business will go through:

  • The start-up phase, setting you up for immediate and long-term success
  • The building phase where each success leads to the next
  • The wealth extraction phase, seeing aside profits to fund further growth or your next venture
  • The value creation stage, to ensure your business grows in prestige and visibility. becoming a readily saleable entity
  • Planning for successful, well funded retirement
  • Preparing a customised succession plan, whether through sale or transfer (eg, to family members or employees)

While you're actively engaged in a successful business, the thought of retirement or succession won't necessarily be at the top of your 'to do' list. It can't be put into place overnight: the sooner you start thinking about it, the better your succession plan will work

Because your CLM team treats your business objectives and future as seriously as you do, we'll help you keep your eye on the ball helping ensure:

  • A strategic succession plan, clearly setting out what you need to do
  • Identifying the current state of your business and its value so you can get the best return
  • Ensure your plan is in place so you can take prompt and effective action when the time comes
  • Plan for unforeseen events like illness, disability, bankruptcy, legal disputes (including personal ones relating to such matters as divorce and estate bequests)

Don't take our word for it:

See what our clients say

Justin Geldard
GS Law Pty Ltd

A very professional team who are easy to communicate with and always happy to answer questions, always contactable & quick to return calls & emails. From senior accountants to support staff, everyone is friendly and helpful

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