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Effective Business and Ownership Structures

Protecting your Business Value means you need a strategy for wealth extraction and preservation.

What are Wealth Extraction and Preservation?

Wealth extraction is the process of getting money out of your business. You may wish to extract your wealth to diversify your risk and/or as part of pre-sale strategy to maximise your personal wealth.

Wealth preservation is the process of placing the wealth extracted from the business into a suitable ownership structure. The key elements of wealth preservation are asset protection, estate planning and making appropriate investments.

Extracting and preserving wealth often involves moving assets and cash around, so minimising transaction costs such as capital gains tax and stamp duty are important factors to consider when balancing the benefits with the costs.

How do we do it?

Discussions commence with identifying what is important to you and your family and what you wish to achieve. From here we use a simple methodology to advise you on wealth extraction and preservation strategies The Grant Thornton 2004 IBR survey identified that having all your assets tied up in your business is the #2 concern of business owners around the world.

What do I get?

The outcome of this service is a detailed letter of advice that outlines the options available to you and the recommended course of action. This letter also includes a summary of the action steps required to be taken to implement the recommendations, together with a timetable if appropriate.

How does it help me?

There many commercial benefits from obtaining advice in regards to wealth extraction and preservation. Importantly, there are many tax traps and opportunities to minimise transaction costs that may be unnecessarily incurred when restructuring your affairs. Just some of the commercial benefits include:

protecting your assets
diversifying your risk by preserving wealth outside your business
avoiding bankruptcy
maximising your wealth by adopting pre-sale planning strategies
preparing your business for succession

Next, learn about owners affairs management.

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