Business Advisory, Succession and Estate Planning

CCS has extensive experience in working with high net wealth groups who aim to further grow and protect their wealth through diversified investments and businesses. We have deep understanding of all stages of business growth and with experience in a wide range of industry sectors. We understand not only our clients’ business needs, but also their family needs and their personal wealth needs.

  • Analytical, benchmarking, budgets, etc
  • Business Appraisals, value advice and sale planning
  • Business succession planning including use of tax effective insurance options (buy/ sell agreements, TPD etc.)
  • Business structuring and re-structuring
  • Cash flow and working capital planning
  • Establishment of business structures with emphasis on minimising tax liabilities
  • Establishment of structures for wealth protection
  • Estate planning including use of testamentary trusts
  • Preparation of information memorandum on prospective sale of business