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:
-
For Internal Equity Transactions (such as selling equity between owners, or introducing a new owner)
-
A business dispute (exiting an owner)
-
Shareholders Agreements
-
Restructuring – e.g. Capital Gains Tax purposes
-
Matrimonial Settlements (divorce)
-
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.