Valuation & Succession Strategists
WHAT WE DO
FinConnect offers a range of financial consulting services to help you achieve your financial goals.
We can work with you to understand the value of your business, be it:
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For Internal Equity Transactions (such as selling equity between owners, or introducing a new owner)
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A business dispute (exiting an owner)
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Shareholders Agreements
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Restructuring – e.g. Capital Gains Tax purposes
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Matrimonial Settlements (divorce)
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Business Growth and Strategic Planning
We can help you develop a plan to transition equity within your business, retaining and rewarding key employees and securing your retirement plans.
We can review your business structure and provide advice and a pathway to ensure you’re operating in the most efficient structure.
We can work with you on a merger, or acquisition, of a full or partial business, to ensure you’re protected and best set yourself up for success.
We can assist you in positioning your business for sale. If you’re a financial planning business, we can work with you to market your business through a full sale.