Start succession planning well ahead of time. Whether you're planing retirement or your next endeavour, a diligent exit strategy is the key to making the most of your business's value.
We have over 40 years of experience helping business owners with their exit strategy and succession planning. Make the most of all your hard work.
Succession planning is one part of achieving financial freedom. We can help you with a range of other services, including financial advice, to build your personal wealth.
Planning your exit strategy and succession for your business isn't easy. You need to set up systems and processes so it can run without you. We'll help you get it right.
We build long-term partnerships with all our clients, and succession planning is something we think about from the early stages. It's the culmination of all our hard work together.
Your exit strategy and succession planning is something you need to start doing early. In some cases, it might take months or years to get your business ready for you to move on from it.
Our team will help you consider all the factors and advise you on how to implement effective systems. The right advice will help you make the most of the years of hard work.
Our team can even travel to your premises to consult with you face-to-face. It's all part of our commitment to our clients.
We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Succession planning is complex, trust an accountant with the right qualifications and experience.
Find out what financial freedom feels like.
A detailed guide to the cost and steps involved with setting up your business as a family trust. Read more here.
Specifically for tradies, here's a quick list of our recommended Xero integrations that make your job easier.