Value & Risk Assessment

Employee share schemes are becoming a cornerstone of business strategy in Australia. From retaining top talent to succession planning, they provide both opportunities and challenges. This guide breaks down the structures, tax implications, and implementation steps every Australian business owner should understand in 2025.

Scaling a startup successfully demands strategic focus, operational excellence, and resilience. This guide outlines ten essential strategies, from prioritising your core strengths and maintaining quality to leveraging technology, building a strong team, and preparing for the emotional journey. By applying these principles, entrepreneurs can navigate the growth phase with confidence and achieve sustainable, long-term success.

Discover how the bucket strategy helps retirees balance security and growth. This structured approach ensures your short-term needs are protected while your long-term investments continue to grow, giving you peace of mind throughout retirement.

When it comes to business exit and succession planning, most entrepreneurs make a critical mistake: they wait too long to understand their company's true value. Getting your business professionally valued early in your exit planning journey serves as your strategic compass, guiding every decision you make toward maximising your company's worth and ensuring you have genuine options when it's time to transition.

Tired of choosing between debt or equity? Learn why smart Australian businesses are turning to competitive grants to fund major projects—without giving up control.

From personal connections to professional insights, Hish Kasem shares his journey and lays out practical steps for securing a business loan—with real client stories to back it up.

When the owner of a hardware e-commerce store planned to retire with no succession plan, we stepped in to prepare the business for sale. Despite challenges like outdated systems and undocumented processes, we crafted a tailored exit strategy, gathered market feedback, and organised key information. The result? A sale-ready business that attracted real investor interest.