Going into business for the first time is exciting but it can also be daunting. Taking the wrong path could have major implications for a new business venture. PT Partners can provide you with much needed advice and support through this difficult process.
The first step is typically an initial meeting. This is where we gain an understanding of your specific circumstances and discuss how we can help. It is free-of-charge and without obligation.
To get a feel for the ways in which we can help, click each of the below tabs. You can also visit our Case Studies page for a real example.
If you’re still undecided as to whether or not to move forward with your business idea or purchase, we can assist you to make an informed decision. In the case of starting a brand new business, this could include a business plan, projections and cash flow analysis.
In you're considering the purchase of an existing business, we can perform or evaluate a business valuation.
If you need help raising finance, we can work hand-in-hand with you and our Adviser Network to make this happen.
Once you've made the decision to move forward with your business idea or purchase, then our first focus will be on your trading structure. Getting this right is critical on so many levels – income tax, capital gains tax, asset protection, liability and succession planning.
We can then help you to choose the accounting software that is right for you, and help you navigate the new world of "cloud accounting". If needed, we can source you a bookkeeper through our extensive network of contacts.
We can explain your tax and reporting obligations in plain English and get any registrations in place.
Through our Adviser Network, we can facilitate other important items such as Shareholder Agreements, Buy-Sell Agreements, Insurance and Wills & Estate Planning.
Once you’re up and running, it can be difficult to think of everything yourself. That’s why having a knowledgeable and trusted advisor is so critical.
We can offer you an external perspective on your business, and work with you to make changes for the better.
We’ll keep you informed of the tax changes that affect you, keep you abreast of when your tax and GST reporting is due, and provide you with as much or as little assistance as you need.
If any complicated tax issues confront you, we are there if you need us.
We can represent you if ever you are audited and we can provide you with Audit Insurance to pay for professional fees in the event that you are audited.
We will work with you to decide what level of assistance you would like on an ongoing basis, and through cloud accounting, we can keep a watchful eye over your figures and raise any questions and concerns in real time, rather than after the event.
If you need regular, hands-on guidance and coaching in the area of business improvement, we can help with that too.